Professional Services

Stock Trust

Stock trust is a very popular way of wealth transfer planning.  The trustor keeps the principal of the trust property for himself but gives the dividends generated every year to the beneficiaries such as the next generation or the beneficiary who wants to donate.  In the current era of low interest rates, not only can the gift tax burden and even the dividend income tax burden be greatly reduced, but also the purpose of planning the inheritance tax burden can be immediately achieved.

We assist our clients in determining the type of stock trust by thoroughly understanding different purposes of setting up a trust, such as: family inheritance, retirement, asset preservation and debt isolation, or so on and so forth.  Furthermore, we also fully consider the global tax burden and nationality of trustor, trustee, and the beneficiaries in order to proceed a well-developed and long-term planning.