Cindy Zhou is appearing monthly on Chinese Radio Seattle’s “Evergreen Wealth Management” program to discuss trust and estate planning for new immigrant families. The Mandarin talk show is a hub for Chinese immigrants on the West Coast and highlights important issues facing the Chinese community.
Watch Cindy’s appearances below:
- Trust planning 101: topics include trust basic concepts and different types; income tax and estate/gift tax treatment for a trust; what new immigrants must know about the current US tax landscape.
- Trust planning demystified: topics include the interaction between trust planning and other new immigrant concerns, such as pre-immigration and expatriation planning, placement of life insurance policies, planning for overseas assets, etc.
- Trust planning case study: deep dive discussion around a real-life case of (still ongoing) litigation around Ms. Zhang Lan’s offshore family trust, and what we can learn from this case about trust planning do’s and don’ts.