ITHK's trusts and estates team provides invaluable resources to private clients for their international investment, equity holding, and operation planning needs. Our team offers specialized services to individuals and families with substantial wealth, family businesses, charitable organizations, and financial institutions acting as executors and trustees.

 

Benefits of our Trust and Estate Services:

 

1.      Tailored and personalized services that cater to each client's specific needs

2.      Expertise in financial and tax implications of investment and operation planning

3.      Experience in advising on investment and equity holding, and generation-skipping transfer tax issues

4.      Comprehensive trust and investment and equity holding income tax planning services

5.      Experienced and reliable trust asset administration services, including preparing tax returns for foreigner and residents, and nonresident aliens

6.      Knowledge and experience in post-mortem planning to maximize benefits for beneficiaries

7.      Extensive experience in tax return preparation for investment and equity, domestic and foreign trusts

8.      Comprehensive retirement planning services to ensure adequate retirement income and qualified plan distributions timing.

 

Scope of our Trust and Estate Services:

 

1.      Cross Border Investment and Operation Planning: Our team is dedicated to designing and implementing effective investment and operation plans, taking into account the financial and tax implications of each plan. We also review existing wills and trusts structures to provide customized and effective solutions for our clients.

2.      Tax Consultation: Our team has extensive experience in advising on investment and equity holding, generation-skipping transfer tax issues, and trust and investment and equity holding income tax planning. We provide comprehensive solutions to minimize tax liability and maximize returns for our clients.

3.      Trust Asset Administration: Our team offers comprehensive trust asset administration services, including preparing tax returns for foreigner and residents, and nonresident aliens, preparing an Estate's income tax returns, and the decedent's final income tax return. We also provide post-mortem planning services to maximize benefits for beneficiaries.

4.      Tax Return Preparation: We offer tax return preparation services for investment and equity tax returns, income tax returns for domestic and foreign trusts, and informational filings relating to the funding of foreign trusts and distributions from them.

5.      Retirement Planning: Our team provides comprehensive retirement planning services, including planning for the adequacy of retirement income and timing of qualified plan distributions.

 

Why Choose Our International Trust and Estate Services?

 

1.      Our team has extensive knowledge and experience in international tax laws and regulations, providing our clients with expert guidance and support

2.      We offer personalized and tailored services to meet each client's specific needs, ensuring maximum returns and benefits

3.      Our team has a proven track record of providing comprehensive solutions that minimize tax liability and maximize returns

4.      We have a thorough understanding of trust asset administration and post-mortem planning, ensuring beneficiaries receive maximum benefits

5.      Our team is committed to delivering confidential, first-class service that meets the highest standards of professionalism and expertise.

 

In summary, our international trust and estate services offer a range of benefits for private clients seeking to manage their investment, equity holding, and operation planning needs. We offer customized and personalized solutions that cater to each client's specific needs, and our team has extensive experience in international tax laws and regulations. With our comprehensive range of services, we add value to our clients by providing expert guidance and support to minimize tax liability and maximize returns.