Chloe Garcia, Trust and Estate Practitioner
Chloe assists the Zurich legal team with a wide range of Private Client issues, mainly relating to cross-border Tax, Trust and Succession matters.
Chloe is a Paralegal in the Private Client department and assists the team with a wide range of Private Client issues, mainly relating to cross-border Tax, Trust and Succession matters. Prior to joining the Zurich office, Chloe worked as a US Tax Paralegal where she managed a large number of matters, including various complex cross-border tax issues, involving a diverse group of high net worth individuals and families and gained wide experience in US and UK laws and regulations in a variety of aspects.
Chloe attended the University of Liverpool, gaining a Bsc in Economics in 2013. Chloe qualified as a Trust and Estate Practitioner in early 2020 after completing the STEP Diploma in International Trust Management.
Handling a multimillion dollar cross-jurisdictional escrow issue.
Handling a trust set up for a complex multi-jurisdictional HNW family.
Managing over 200 US Tax disclosures.
Do Economic Substance rules apply to PTCs?
The potential application of economic substance laws to private trust company structures, and do economic substance rules apply to PTCs?
Dharshi Wijetunga, Elinor Boote and Chloe Garcia write about Economic Substance for Trust Quarterly Review
Dharshi Wijetunga, Elinor Boote and Chloe Garcia write about Economic Substance
A Brave New World: Economic Substance
With offices in London, Geneva and Zurich, we are well placed to provide integrated advice on the Economic Substance Laws.