Trusts
Comprehensive trust services in Hong Kong. Discretionary, fixed, charitable, and special needs trusts, plus trust administration, disputes, and trustee advisory.
Our Trusts Services
Discretionary & Fixed Trusts
- Advising on the selection of appropriate trust structures for wealth preservation
- Establishing discretionary trusts that allow flexible distribution among beneficiaries
- Drafting fixed trust deeds with clearly defined entitlements and distribution schedules
- Advising on the powers and duties of trustees under each structure
- Reviewing existing trust arrangements for suitability and effectiveness
Life Insurance & Special Needs Trusts
- Establishing trusts to hold life insurance policies outside the estate
- Advising on the structuring of life insurance trusts for estate liquidity planning
- Creating special needs trusts to provide for dependants with disabilities
- Ensuring trust provisions comply with relevant welfare and benefits regulations
- Coordinating with financial advisors to align trust and insurance arrangements
Charitable & Purpose Trusts
- Establishing charitable trusts in compliance with Hong Kong law
- Advising on the registration and governance of charitable trust structures
- Drafting purpose trust deeds for non-charitable objectives where permitted
- Advising on the tax treatment and reporting obligations of charitable trusts
- Assisting with the ongoing administration and regulatory compliance of charitable entities
Protective & Testamentary Trusts
- Creating protective trusts to shield assets from beneficiary creditors
- Drafting testamentary trust provisions within wills for post-death asset management
- Advising on spendthrift and forfeiture clauses within trust structures
- Establishing trusts that activate upon the death of the settlor
- Coordinating testamentary trusts with broader estate planning arrangements
Living Trusts & Lifetime Planning
- Establishing inter vivos trusts for lifetime wealth management and succession
- Advising on the transfer of assets into living trust structures
- Structuring revocable and irrevocable trusts according to client objectives
- Coordinating living trusts with powers of attorney and incapacity planning
- Reviewing and amending living trust arrangements as circumstances change
Trust Administration & Trustee Advisory
- Advising trustees on their powers, duties, and fiduciary obligations
- Assisting with the preparation of trust accounts and annual reporting
- Advising on the exercise of trustee discretions, including distributions and investments
- Coordinating with investment managers and financial advisors on trust assets
- Guiding trustees through the appointment, retirement, and removal of co-trustees
- Advising on trust variations and applications to court for directions
Trust Disputes & Litigation
- Representing beneficiaries in claims against trustees for breach of duty
- Defending trustees against allegations of mismanagement or misconduct
- Advising on the removal and replacement of trustees through court proceedings
- Seeking court construction of ambiguous trust provisions
- Mediating disputes between beneficiaries, settlors, and trustees
Our Approach
Tailored Trust Design
Ongoing Stewardship
Cross-Border Capability
Resolute Dispute Resolution
