New Book Introduction
Among the myriad tools of wealth management, insurance trusts have emerged as a rising star, captivating the attention of high-net-worth individuals with their unique appeal. They ingeniously blend the risk protection of insurance with the wealth management wisdom of trusts, building a robust bridge for the enduring legacy and stable operation of family fortunes. Today, as insurance trusts gain significant market share, the demand for professional, systematic interpretations of this instrument grows increasingly urgent. Following publications such as “Theory and Case Analysis of Family Trusts,” “Practical Tax and Identity Planning for High-Net-Worth Individuals,” “Tax Planning for Financial Innovation Businesses,” “Theory and Case Analysis of Merger and Acquisition Funds,” and “Theory and Case Analysis of Asset Securitization,” the center now presents another significant work, “Theory and Case Analysis of Insurance Trusts,” a comprehensive treatise distilled from expert insights. This publication aims to unveil the mysteries surrounding insurance trusts for readers.
Far from being a superficial introduction, this new work delivers a comprehensive, in-depth analysis of insurance trusts.
On the theoretical front, it systematically traces the origins and evolution of insurance trusts, delving into their underlying legal frameworks and operational principles. This enables readers to grasp the fundamental nature of this innovative financial instrument from its roots, building a solid knowledge foundation. In the practical application section, the book transforms abstract concepts into concrete understanding through numerous detailed real-world case studies. Readers can effortlessly master practical skills, ensuring they handle actual business scenarios with ease.
Additionally, the book provides in-depth theoretical and practical analysis on key aspects of insurance trust operations, including administration, modification, and termination; investment management; supervision, regulation, and remedies; as well as cross-border insurance trust design and planning, safeguarding the path of wealth succession. Furthermore, it offers forward-looking analysis on the industry's latest trends and policy developments, empowering practitioners and high-net-worth clients to accurately seize market opportunities and strategically position themselves in advance.
Whether you are a wealth management professional striving to enhance expertise and expand your business scope, a legal practitioner seeking to deepen understanding of insurance trust legal practices, or a high-net-worth individual meticulously planning family wealth succession, Insurance Trust Law and Case Analysis will become your indispensable reference guide.
Editor Profile<BR /><BR /><BR /><BR />Image<BR />Han Liang <BR /><BR />Senior Trust Law Advisor<BR /><BR />Han Liang holds a Ph.D. in Management and a postdoctoral degree in Law. He is a Professor of Civil and Commercial Law, a doctoral supervisor at Nankai University, and Director of the Capital Market Research Center at Nankai University. He serves as an arbitrator for the China International Economic and Trade Arbitration Commission, Senior Trust Law Advisor at King&Capital Law Firm, and Honorary Director of the Family Trust Legal Affairs Center. Han Liang provides advisory services to numerous large state-owned banks at both headquarters and branch levels, national joint-stock banks at headquarters and branch levels, insurance companies, trust companies, and other financial institutions. His services encompass wealth management and succession planning, family trusts, family constitutions, philanthropy and charitable giving, family foundations, family offices, family property agreements and testamentary arrangements, cross-border wealth succession, asset allocation, corporate governance, corporate investment and financing, corporate crisis resolution, corporate listings, cross-border investments, marriage risk prevention, and identity planning. Service formats include scheme design, consulting, and salon services. In research, Han Liang serves as chief editor of China's earliest monograph on family trusts, published in 2015: Legal Theory and Case Analysis of Family Trusts. He has authored dozens of articles for multiple media platforms and led research on key projects including: “Legal Challenges and Breakthroughs in Developing Family Trusts in China,” the 2018 National Social Science Fund project “Research on Fundamental Theories and Institutional Design of Civil Trusts,” the 2022 China Trust Industry Association project “Research on Amendments to the Trust Law,” and the 2024 National Social Science Fund projects “Research on Legal System Innovation for Civil Trusts in China” and “China Trust High-Quality Development Report.”
Deputy Editor Profile<BR /><BR /><BR /><BR />Image<BR />Liu Hongyu<BR /><BR />Partner, Beijing King&Capital Law Firm Attorney Liu specializes in trust, banking, wealth management, corporate, fund, and asset securitization law. She has provided legal services including family trust, insurance trust, employee equity incentive trust, special needs trust, and charitable trust structuring, implementation, due diligence, and document drafting/revision for numerous domestic and international financial institutions and high-net-worth clients. She has contributed to “In-Depth Analysis of Family Trust Jurisprudence and Cases,” “In-Depth Analysis of Insurance Trust Jurisprudence and Cases,” and “Research on Trust Law Revision Content.” He has published dozens of articles in professional journals.
Zhang Yanfei holds a Bachelor of Laws and Master of Laws from Nankai University and is a registered member of the International Trust and Asset Planning Association. He is a partner at Beijing King&Capital Law Firm. Attorney Zhang specializes in family wealth management, trusts, banking, asset management, and asset securitization. He has provided legal services including top-level planning for family governance mechanisms, family office & family trust scheme design, and drafting of family charters and trust documents for numerous domestic financial institutions and high-net-worth families. He has contributed to Key Publications and Research Contributions
* Legal Theory and Case Analysis of Family Trusts
* Legal Theory and Case Analysis of Insurance Trusts
* Research on Legal System Innovation for Civil Trusts in China
* Research on the Revised Content of Trust Law
* Report on High-Quality Development of Trusts in China
Lead Reviewer Profile
Image<BR />Pei Fei<BR /><BR />Partner, Beijing King&Capital Law Firm<BR /><BR />Pei Fei is a partner at Beijing King&Capital Law Firm and an associate professor of law with 25 years of legal practice. Having provided litigation and non-litigation legal services to multiple financial institutions, he now specializes in family and wealth governance. He has advised high-net-worth individuals, primarily entrepreneurs, on domestic and international wealth preservation and succession, family-business risk isolation, and matrimonial matters. He has assisted multiple corporate families in drafting family constitutions and has been repeatedly invited to participate in and chair family meetings, witnessing the signing and interpretation of constitutions while delivering specialized presentations.
Contributor Team
Professor Gao Huiyun TEP, Dr. Teng Jie, Attorney Wang Shuaifeng, Attorney Wei Dongda TEP, Attorney Rong Chen, Dr. Yu Xuan, Dr. Bai Gaoyuan, and Ms. Deng Anna. This interdisciplinary team infuses the book with diverse insights, seamlessly integrating cutting-edge theoretical exploration with frontline operational experience to construct a comprehensive knowledge framework for readers—spanning from conceptual understanding to practical implementation of insurance trusts.
