On March 7, 2025, Beijing Kyoto Law Firm held the first roundtable forum of the 30th anniversary training series - "Cross-Jurisdictional Wealth Preservation and Inheritance Roundtable". Taking the recent hot events as an entry point, Kyoto Family Trust Legal Affairs Center invited industry experts in the fields of law, tax and trust to gather together to discuss in-depth the asset preservation and inheritance strategies of HNWIs in the context of globalization around the core issues of tax planning, cross-border marriage and offshore trust, so as to provide professional insights and solutions for the sound management of wealth and intergenerational inheritance.
At the beginning of the event, Mr. Wei Dongda took the recent hot events as the starting point and made a thematic sharing on "Introduction to the Legal Provisions Related to Inheritance in China's Taiwan Region", which introduced the background foundation for the subsequent seminars.
Subsequently, the roundtable discussion centered on the theme of "Overseas Estate Tax and Inheritance Maintenance", in which Mr. Zhang Yanfei and Mr. Wang Shuaifeng of Kyoto Law Firm, as well as Mr. Ni Ling, Director of Operations, China, and Mr. Ke Songxian, Regional Director of Legal and Operations of Camasus Group, had in-depth discussions, with Mr. Wei Dongda acting as the moderator of the roundtable discussion.
Mr. Wang Shuafeng focused on the impact of overseas estate tax on cross-border property inheritance and provided wealth planning advice to HNW families. Mr. Wang suggested avoiding placing property in countries or regions with inheritance tax, reasonably planning the tax status of family members, and isolating tax risks through tools such as insurance and trusts.
Mr. Zhang Yanfei focused on the issue of custody in cross-border marriages between Taiwan and mainland China, discussing three main areas: legal jurisdiction, judgment enforcement and law application. Mr. Zhang analyzed where the court has jurisdiction, how the judgments of the two courts are enforced, as well as the similarities and differences in the legal provisions on custody and guardianship between mainland China and Taiwan, emphasizing the principle of the best interest of the children.
Mr. Ni Ling shared his views on the legal functions and beneficiary arrangements of family trusts. He emphasized the importance of designating beneficiaries and distribution conditions through the trust will letter and pointed out that HNWIs should set up overseas family trusts as early as possible to avoid risks such as debts, litigations and disputes over property ownership. Mr. Ni Ling suggested that the trust should be set up before the settlor has full civil capacity, the family relationship is stable and the risk has not occurred.
Mr. Ke Songxian introduced the basic concept of offshore trust and its characteristics in different jurisdictions, such as Wyoming of the United States, British Virgin Islands and Singapore. He fully introduced the major uses of trusts in asset protection, tax planning and children's estate management, and demonstrated the practical applications of trusts in avoiding high taxes and protecting assets through real cases.
After the roundtable forum, Mr. Ni Ling made a keynote sharing on "Offshore Trust Building Practice", focusing on the wealth risks faced by HNW clients, the basic structure of family trust and its advantages. He demonstrated the practical application of trusts in asset protection, tax planning and wealth inheritance through the case of BVI VISTA trust structure, the case of foreigner entrusted trusts and the case of trusts for U.S. tax residents. Mr. Ni Ling introduced that Camasus Group has branches and professional teams in 18 countries and regions around the world, demonstrating its global layout and professional capabilities in the field of trust services.
The roundtable forum gathered professionals from law firms and the industry, focusing on hot issues in the field of cross-jurisdictional wealth preservation and inheritance through theme sharing and roundtable discussion, which not only provided a communication platform for the industry insiders, but also demonstrated the professional strength and in-depth research of Kyoto Law Firm in the field of wealth management, attracting many online and offline audiences to participate in interactive exchanges, and achieving a complete success.
Kyoto Family Trust Legal Affairs Trust Center
Kyoto Family Trust Legal Affairs Trust Center (FTLAC) is one of the first institutions in mainland China that specializes in the research and practice of wealth management, especially family trust legal affairs, which is a team full of faith and craftsmanship with both theoretical and practical skills, not only has the ability to conduct cutting-edge theoretical research in the field of wealth management and research and development of various types of family wealth management programs, but also has the ability to provide professional services in the process of cooperation with relevant institutions both at home and abroad for a long time. FTLAC is a leading family trust legal service team in China, with not only cutting-edge theoretical research in the field of wealth management and the ability to develop various types of family wealth management solutions, but also rich domestic and overseas practical experience in the process of long-term cooperation with relevant organizations.
FTLAC has been deeply cultivating in the field of wealth management for more than ten years and has won a number of honors in the industry. In recent years, FTLAC has won awards in the field of "Private Wealth Management" in the Legal 500, "Family Wealth Management" in the Business Law, etc., and has been the winner of the "Family Wealth Management Award" for a number of consecutive years. FTLAC has been awarded the "Best Family Trust Legal Service Provider" for many consecutive years. FTLAC has developed a wide range of legal services centered on family and wealth governance, including comprehensive family governance and development, domestic and overseas wealth inheritance, family trusts, and other service trusts (including but not limited to insurance trusts, equity trusts, employee equity incentive trusts, testamentary trusts, dual trusteeship trusts, special needs trusts, and other trusts), and has also developed a wide range of legal services to meet the needs of families, Dual Principal Trusts, Special Needs Trusts, Real Estate Trusts, Debt Trusts), Family Charities, Legal and Tax Services, Corporate Governance and Compliance, etc., which can provide clients with "People", "Family", "Enterprise" and "Society" services. We can provide clients with a full range of customized professional legal services for "people", "family", "enterprise" and "society" to help HNW clients achieve family continuity and long-term success.
