Cross-Border Estate Planning: How We Helped an Overseas Chinese Family Achieve Wealth Succession

Case Five 2025年11月20日

User pain points:
An overseas Chinese family needed to handle the succession of assets located in multiple places in China, involving complex cross-border legal application issues.

Solutions:
We designed a comprehensive succession plan, coordinated the legal requirements of both China and the US, and achieved orderly wealth succession through wills, trusts, and other tools.

Results:
Successfully completed asset transfer, optimized tax burden, and achieved smooth intergenerational wealth transfer for the family.