Mar 25, 2023

Cindy Zhou Appears on Chinese Radio Seattle’s “Evergreen Wealth Management” Program as Monthly Guest

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:

Evergreen Wealth Management Episode 1 - January 27, 2023

  • 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.

Evergreen Wealth Management Episode 2 - February 24, 2023

  • 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.

Evergreen Wealth Management Episode 3 - March 25, 2023

  • 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.
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