Represented the founder of a significant international company with PRC business operations in relation to pre-IPO trust structuring, taking into account US tax and PRC tax considerations.
Represented founders of a Hong Kong-listed company in property development, provision of elderly care services and start-up investments, in the design and implementation of a succession plan.
Represented a founder of a leading online shopping platform on tax and wealth planning prior to US tax residency.
Represented a founder of a transportation company in the creation of an offshore trust, the restructuring of a US domestic trust, the creation of a US qualified charitable organisation, in light of various tax and succession issues.
Represented a client with significant wealth with respect to relocating from Hong Kong to the United States, including various pre-immigration trusts, exit strategies in relation to existing business and investment structures (which involved BVI and Hong Kong advice), obtaining the proper visa status, and addressing various historic tax compliance issues.
Represented various US clients in Asia in relation to their US tax controversy and compliance matters, from individual HNW clients to global UHNW and large-profile families.
State of New York, 2011
State of Connecticut, 2011
State of California, 2016
‘Considerations for estate planning in Hong Kong amidst the coronavirus pandemic’ - 13 Mar 2020, co-author
‘Green card holders should be aware of tax reporting requirements’, Hong Kong Economic Journal - October 2017, co-author
‘China, Hong Kong and Singapore: Succession and Estate Planning - An Overview’, STEP London - 4 October 2017, co-presenter
‘Family Law in China and Implications on Wealth Planning’, STEP Hong Kong - 22 February 2017, co-presenter