Claudia Shan - Associate*

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Biography

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Career

  • AO Hall, 2011
  • Ogier 2007 - 2011
  • Hesketh Henry Lawyers, 2004 - 2006
  • Ernst & Young, 2001 - 2003

Highlights

  • Advising on trust-related issues including the establishment, administration, restructuring and termination of trusts
  • Reviewing and commenting on fiduciaries' precedents for private client and trust matters
  • Advising trustees on their rights to indemnities, security and issues relating to retirement and appointment
  • Advising settlors, protectors and beneficiaries on their rights to trust information

*Note: use of an asterisk against a lawyer's name means that this lawyer is qualified in a jurisdiction other than Guernsey and is not a Guernsey Advocate.

More About Claudia Shan

 
Prior to coming to Guernsey in 2007, Claudia practised in private client work in New Zealand with Hesketh Henry Lawyers and before that in the Auckland office of Ernst & Young focusing on tax.

Claudia specialises in all aspects of non-contentious trust and private client work, and also assists with contentious trust matters. Claudia has advised a wide range of clients, both residents and non-residents of Guernsey, on local and foreign trusts, offshore fund repatriation, tax residency, asset protection, international tax and trust law issues. Claudia has also worked on numerous and varied trust and corporate restructuring projects, property developments and property transactions.

Claudia also has experience of drafting trust documentation and providing advice to employers, trustees, protectors and beneficiaries in relation to various types of trusts including discretionary, life interest and commercial trusts. 

Education

University of Auckland, BCom and LLB, 2001 

Professional Qualifications

Solicitor of the Supreme Court of England and Wales, 2009

Barrister and Solicitor of the High Court of New Zealand, 2002

Career

AO Hall, 2011
 
Ogier, 2007 - 2011
 
Hesketh Henry Lawyers, 2004 - 2006
 
Ernst & Young, 2001 - 2003

Highlights

Advising on trust-related issues including the establishment, administration, restructuring and termination of trusts.
 
Reviewing and commenting on fiduciaries' precedents for private client and trust matters.
 
Advising trustees on their rights to indemnities, security and various issues relating to retirement and appointment.
 
Advising settlors, protectors and beneficiaries on their rights to trust information.