Family & Trust

Our family heritage and financial planning team provides comprehensive planning and wealth tax solutions for family heritage planning to meet the needs of our clients. We are committed to providing mature and comprehensive advice to comply with regulations and to ensure that the asset structure is effective and efficient from both domestic and international perspectives, taking into account clients' wealth management and family heritage requirements (fund securities, private equity entities, insurance investment, immigrants studying abroad). Our team will provide maturity to clients, especially those who are international and have multiple citizenship and residency rights. In terms of improving planning, we have a very rich experience in terms of specific laws and regulations as well as overall planning and comprehensive planning.

Specifically, we can provide a one-stop personalized and comprehensive service plan, as well as provide personalized or focused services in the following areas:

• Cross-jurisdictional tax planning
• Revocable Living Trusts（Living Trust or Inter-vivos Trust）
• Heritage and Heritage Tax Planning and DSUE Planning
• Pre-marital marriage plan (cross-jurisdictional)
• Asset preservation, Conservatorship & Guardianship
• Irrevocable Life Insurance Trusts
• Cross-border investment (working closely with the company's commercial law team)
• Survivor’s Trust， By-pass Trust / Credit Shelter Trust, Marital Deduction Trust / Q-TIPS
• Wills and Wills Management Permanent Power of Attorney, Advanced Health Care Directive
• Family Charitable Foundation
• Professional purpose trust (donors retain annuity trusts, qualified domestic trusts, incomplete property rights to trusts, etc.)
• Dynasty Trust & QPRT