Wealth Inheritance Planning as Strategic Asset Allocation

Since we established the first family trust in China in September 2012, critics have long complained that many companies are selling family trusts as “Wealth Investment Products” and are misleading clients in this way. I want to stress here today is that selling family trusts purely as “Wealth Investment Products”…

FiveTips for the Design of “Irrevocable Trusts”

Examples ofthe application ofthe fivetips for the design of “Irrevocable Trusts” Once Jacobs established an American trust for his family in the United States, the esoteric term “Irrevocable Trust” suddenly become a household name. To put it simply, money is donated to the trust, and if Jacobs cannot get it…
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