10 May 2023 Employing trusts in smart succession & legacy planning

Apr 14, 2023

Trust is an effective tool for succession planning, asset protection, probate avoidance, and confidentiality. Setting up family trusts as measures for succession, tax and legacy planning are becoming more popular among wealthy and upper-middle-class families in Asia.

In this webinar, Ms Connie Yeung will share the practical benefits and issues of a family trust for Hong Kong entrepreneurs moving abroad.

  1. Benefit in trust planning for shareholders

  2. Communications before the formation

  3. Procedures in setup and asset injection

  4. Future maintenance of the structure

Speaker's Profiles: Connie Yeung Managing Director of Lancofield Consulting Company Limited

o Asset protection planning for HNWIs in greater China for more than 15 years o Resided in the mainland for 9 years o Mainly focus on family trust, tax planning and company structure o Authorized trainer of Certified Private Banker (CPB) awarded by Financial Planning Standards Board (FPSB) and various other curriculums o Experience working with law firms, trust companies , insurance agencies and family offices o Fellow of Life Management Institute (FLMI), Associate, Customer Service (ACS) of US Life Office Management Association, Inc. (LOMA) o Member of Trust & Fiduciary Services Specialty Bureau of Association of Private Bankers