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.