Trusts & Tax
Trusts
How to utilize the trust mechanism to achieve the purpose of the trust, the Firm has accumulated rich experience in handling trust legal affairs, including civil trusts, business trusts, money, securities, real estate, and other types of trusts. The Firm often provides clients with trust-related legal advice, and is familiar with Taiwan's trust commodities, judicial practice opinions, domestic and foreign trust laws and regulations, trust practice operations and family succession planning, and has handled dozens of trust-related litigation cases.
In line with the FSC's Trust 2.0 all-round trust policy, the Firm's team combines trust expertise with legal and tax expertise, and has assisted clients in completing a number of maintenance trusts, offshore trusts, and family trusts, etc. The Firm also works closely with domestic and foreign trustees and foreign law firms to provide clients with the most appropriate trust planning advice.

Tax
Our Lawyer, Rich Lin, who is in charge of the tax department of the Firm, has more than 20 years of practical experience in tax laws, financial accounting and mergers and acquisitions and investment-related transactions. Our tax department has a number of accounting professional attorneys who are familiar with domestic and foreign tax laws and auditing practices, and can combine the Firm’s expertise in trusts and private equity investments, making us one of the few law firms in the country that specializes in tax planning.
 

Services

Trusts
  • Drafting and review of trust deeds and trust documents.
  • Real estate trusts, transfer of beneficiary rights, and performance guarantee mechanism for pre-sale housing sale
  • Domestic and international trust structure planning and consultation
  • Probate trusts and wills-related consultation
  • Drafting and advising on family charters, family offices and closed company charters
  • Arranging negotiations between domestic and foreign trustees for the establishment of trusts and private trust companies (PTCs)
  • Litigation of trust-related disputes.

Tax
  • Comprehensive tax planning
  • Tax administrative relief and litigation.
  • Tax interpretation letter applications.
  • Trust tax planning