Alex Chung

Practice Areas

Qualified in Hong Kong, New York and England & Wales, Alex's practice covers trust and estate planning, US taxation and cross-border probate matters.

As a trust law and US tax adviser, Alex advises high net worth individuals (including those with US connections) on the establishment and restructuring of their family trusts. He is also experienced in advising individuals in relation to their relinquishment of US citizenship or green card and their pre-US immigration tax planning, as well as those who are looking to invest in US real estate. He also assists individuals with coming into compliance with their US tax and reporting obligations.

In addition, Alex specializes in cross-border probate matters, in particular probate matters involving estates with US connections (such as estates of a US person decedent and estates of a non-US person decedent owning US situated assets). Alex has considerable experience in assisting personal representatives on obtaining grants of probate and letters of administration in Hong Kong, as well as working with foreign counsel in relation to the administration of estates in overseas jurisdictions. Alex also advises personal representatives on the US tax and reporting issues relating to the decedent's estate.

Alex also has considerable experience in drafting estate plans (often with cross-border elements) for high net worth individuals. Clients often appreciate the insights offered by Alex, as a probate practitioner, into the practical issues which executors might encounter during the estate administration process and what steps a testator could take during his lifetime to smoothen the probate processes (whether in Hong Kong or outside of Hong Kong).

Alex has also assisted clients with setting up a trust company in Hong Kong (including dealing with the relevant registration and TCSP licensing requirements), as well as assisting independent trust companies with preparing their precedent trust deeds.