13 March 2020 - Article
Advising on the establishment and restructuring of family trusts and assisting independent trust companies with preparing their precedent trust deeds for their clients looking to set up Hong Kong trusts.
Assisting individuals with preparing their estate plans (often with cross-border elements).
Assisting individuals with their expatriation planning and getting compliant with their US tax and reporting obligations.
Assisting personal representatives with obtaining Hong Kong grants of probate or letters of administration.
New York, 2017
Hong Kong, 2016
‘Coronavirus – Is it now time to review your estate plan?’ - 13 Mar 2020, co-author
Affiliate Member, The Society of Trust and Estate Practitioners