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Wealth Management Beyond Legal Traditions: A Study of Foundations vs Trusts (Labuan)
Wealth planning, especially succession and legacy issues are extremely private deliberations. Whether it is to preserve family wealth, protect children’s interest, business succession, or to ensure confidentiality, it is fundamentally important to understand that “cookie cutter” solutions will not achieve the desired results.

Come and understand how private foundations fundamentally differ from trusts, when to consider one over the other, and most importantly, how this solution is a unique estate planning tool and when deployed accurately will successfully sustain, enhance and protect your estate.
    Millie Chan practises law in British Columbia, Canada in the Vancouver office of Borden Lander Gervais (BLG), a Canadian national law firm. She is in BLG’s Tax Group and the Corporate and Commercial Group, and is also BLG’s Senior Consultant, Asia Pacific Markets. Ms Chan is a member of the Law Society of British Columbia, the Canadian Bar Association, and the Canadian Tax Foundation, and serves as a director of the Malaysia Canada Business Council (B.C.). She is also a member of the Malaysian Bar and the Society of Trust and Estate Practitioners (STEP), Malaysia.

    Ms Chan’s main area of practice is in international wealth transfer and global estate, asset protection and capital preservation planning. In particular, she advises high net worth families in Asia in this area of holistic global estate planning. She also advises immigrants to Canada on tax-planning options.

    In addition to planning for protection and preservation of assets, Ms Chan works with families to establish strategies and processes to promote family governance, maintain family unity and uphold family identity and integrity. For this purpose, she travels regularly to Asia and works in synergy with BLG’s extensive contact base of financial institutions and offshore service providers for trusts, foundations and corporations.

    Before immigrating to Canada in 2007, Ms Chan practised law in Malaysia for approximately 27 years at her own firm, W Y Chan & Roy, for whom she remains a consultant. Her primary practice focus in Malaysia was on corporate/securities and commercial matters.

    Ms Chan graduated with an LLB (First Class Honours) degree from the University of Malaya. She is fluent in English, Mandarin and Malay, and is conversant in Cantonese and Hakka, as well as (minimally) Hokkien.
Date :
06-Oct-2016 (Thu)

Time :
9:00 AM - 12:00 PM 

Borneo Room, Lobby Level,
Dorsett Grand Labuan
462 Jalan Merdeka, Financial Park,
87029 Labuan, Malaysia
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