First Admitted: 2008, California

Bar/Professional Activity:

Videos:

A Q & A interview conducted by attorney Sabrina Li regarding general tax issues facing the new immigrant families to the US. , First Gen Immigrants Tax Issues, High Net Worth, Immigrants, 2023

Representative Clients:

Represented founding shareholders of several public companies listed in Hong Kong, China, and Japan regarding their wealth transfer strategies to limit U.S. income, estate, and gift tax consequences for pre/post immigration planning and trust planning for their U.S. investment holdings., 2022
Represented renowned entertainers from Asia regarding their trust and estate/gift tax planning needs for their U.S. investments and assets., 2022
Serve as retained family counsel for families with U.S. and non-U.S. tax residents to continuously advise on the affairs, structures, and strategic adjustments of their family offices., 2022
Represented various first generation immigrant families with post immigration wealth and estate planning regarding their global business interests, investment portfolio, and offshore insurance policies to minimize exposure to federal income and transfer taxes and implement gifting strategies., 2022
Advised foreign financial institutions and family offices regarding the application and implementation of the compliance strategies with the federal tax laws specific to foreign grantor trusts and foreign non-grantor trusts., 2022

Transactions:

Represented owners of a major Chinese corporation setting up family trusts during a restructure of his group of companies into a red chip structure in preparation of filing for initial public offering, 2024
Assisted foreign advisors in merger and acquisition transactions involving U.S. tax residents as shareholders on the structure of the transactions to better the U.S. tax outcome., 2022
Represented founders of private companies for pre-IPO, pre-SPAC, and pre-sale income tax planning and trust planning., 2022

Educational Background:

White Papers:

A brief introduction on the legal requirements to set up a foreign grantor trust and case studies. , A Primer on Foreign Grantor Trust and Case Studies, High Net Worth, Immigrants, 2020

Industry Groups:

Aaron C. Yen