November Luncheon Meeting

Wednesday, November 7, 2018

12:00 to 2:00 pm

“Challenges and Opportunities of Planning for

Chinese Nationals”

Speaker:  Lian Fang, Partner, Withers Worldwide.

Lian’s practice focuses on sophisticated tax and wealth planning matters for high net worth individuals and their families, both in a cross-border context as well as in US domestic planning matters. She advises clients in the creation and administration of wealth planning structures that are tax efficient while reflecting long term goals in the protection and succession of wealth in multi-generational families. She also provides advice to individuals with various US connections, such as making gifts to US family members, preparing for migration to the United States, expatriation from the United States, investment in the United States or coming into compliance with US tax and reporting obligations.

Speaker: Shudan Zhou, McDermott Will & Emery.

Shudan Zhou focuses her practice on counseling individuals, trustees, and financial institutions on the tax implications of wealth transfer strategies, with an emphasis on international income and estate tax planning. She has substantial experience advising clients on all aspects of FATCA and CRS as well as various withholding tax and disclosure regimes, including the use of privately held structures. She counsels clients on the US tax consequences of expatriation from and immigration to the US, and of US in-bound investment structures. Shudan also advises on the creation, administration and governance of offshore trust structures.

 Location:  Law Offices of Duane Morris, 1540 Broadway, New York, N.Y. (Entrance on 45th Street) 14th Floor 

Time: Registration begins at 12:00 PM Educational Session 12:30 PM – 1:30 PM

Lunch will be served, any special dietary requirements should be email directly to : jeryl.pine@step.org

One Hour Credit for CPE/CLE

Click Here To Register