Overview

概覽

Effective succession planning ensures that wealth is transferred to the next generation in accordance with the client's wishes, with minimal tax friction, legal challenge, or family dispute. We provide comprehensive succession planning advice covering wills, trusts, insurance, and family governance.

有效的繼承規劃能確保財富按客戶意願傳承至下一代，並盡量減少稅務成本、法律挑戰及家庭爭議。我們提供涵蓋遺囑、信託、保險及家族管治的全面繼承規劃意見。

Scope of Services

服務範圍

• Will Drafting

  遺囑起草

  Drafting Hong Kong wills and advising on foreign wills for cross-border estates, with attention to the formalities required under the Wills Ordinance (Cap. 30).

  起草香港遺囑，並就涉及跨境遺產的外地遺囑提供意見，留意《遺囑條例》（第 30 章）規定的形式要求。

• Estate Planning Structures

  遺產規劃架構

  Designing integrated estate plans combining wills, trusts, life insurance, and other vehicles to achieve the client's objectives.

  結合遺囑、信託、人壽保險及其他工具設計整合遺產規劃，以達成客戶目標。

• Cross-Border Succession

  跨境繼承

  Advising on succession of Hong Kong and overseas assets, including the interaction of Hong Kong law with the laws of the client's domicile or nationality.

  就香港及海外資產的繼承提供意見，包括香港法律與客戶居籍或國籍所屬法律之間的相互適用。

• Probate & Estate Administration

  遺囑認證及遺產管理

  Obtaining grants of probate or letters of administration and administering estates, including the collection of assets, payment of debts, and distribution to beneficiaries.

  申請遺囑認證或遺產管理書並管理遺產，包括收集資產、償還債務及向受益人分配遺產。

• Enduring Powers of Attorney

  持久授權書

  Preparing EPAs under the Enduring Powers of Attorney Ordinance (Cap. 501) to allow a designated attorney to manage the client's property and financial affairs in the event of mental incapacity.

  根據《持久授權書條例》（第 501 章）擬備持久授權書，讓指定受權人在客戶喪失精神行為能力時管理其財產及財務事務。

• Family Business Succession

  家族企業傳承

  Advising on the transfer of family business interests to the next generation, including buy-sell arrangements, share transfers, and governance mechanisms.

  就家族企業權益轉移至下一代提供意見，包括買賣安排、股份轉讓及管治機制。

• Contentious Probate

  遺囑認證爭議

  Representing clients in disputes over wills, estates, and the validity of testamentary dispositions.

  代表客戶處理遺囑、遺產及遺囑處分有效性的爭議。

Why Choose Us

為何選擇我們

Succession planning is deeply personal. We take the time to understand the client's family dynamics, business interests, and long-term objectives before recommending a structure. Our team has experience in both non-contentious planning and contentious probate and trust disputes, giving us insight into how plans can fail — and how to design them to succeed.

繼承規劃與個人及家庭息息相關。我們在建議架構前，會深入了解客戶的家庭關係、業務權益及長遠目標。我們的團隊兼具非爭訟規劃、遺囑認證爭議及信託爭議經驗，能洞悉規劃可能失效之處，並據此設計更具成效的安排。