iiLEAD Law Group successfully holds a special lecture on "The Unique Role of Estate Planning and Trusts in Wealth Transfer"

On October 10, 2024, ILEAD Law Group successfully held a special lecture themed “The Unique Role of Estate Planning and Trusts in Wealth Transfer” in New York, attracting many clients and legal professionals who are concerned about wealth management and estate planning.

Lawyers Yanfei Ran and Shuzhen Zhang were the keynote speakers of this lecture. Ms. Shuzhen Zhang has extensive dual practice experience in China and the United States. She previously served as a senior partner at Beijing Dacheng Law Offices, LLP. She first explained the core concept of estate planning theoretically and elaborated on the advantages and functions of trusts as wealth transfer tools in asset protection and long-term wealth transfer. Subsequently, Ms. Yanfei Ran, drawing on her years of industry experience, introduced several types of trusts commonly encountered in practice, such as self-settled asset protection trusts, intentionally defective trusts, and ILIT trusts commonly used by high-net-worth families. Ms. Yanfei Ran used intuitive and vivid cases to help participants deepen their understanding of trusts as a powerful wealth management tool.

During the Q&A session, the two lawyers answered many questions from the participants about estate planning and trust setting. The audience actively asked questions, and the atmosphere was lively, showing a keen interest in this important topic.

Since its establishment, ILEAD Law Group has been committed to providing professional wealth protection and inheritance services to clients. With an experienced team of lawyers, the firm helps clients tailor-made wealth management and inheritance plans, providing comprehensive support to clients at every step from consultation, planning to implementation. ILEAD Law Group flexibly uses federal and state exemption laws, designs family and asset protection trusts, establishes family limited partnerships, and other wealth protection tools to meet the diversified needs of clients.

This lecture not only enhanced clients’ understanding of wealth protection and inheritance planning but also showcased ILEAD Law Group’s profound professional accumulation and excellent services in this field. In the future, ILEAD Law Group will continue to provide high-quality wealth protection and inheritance plans to clients, helping them ensure the smooth inheritance of wealth to the next generation.

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