Work Highlights
Customization and Maintenance of Inheritance Trusts
• Served as legal counsel for a listed wealth management institution's family trust product development project
• Cooperated with a domestic first-tier trust company to develop China's first semi-standardized family trust product
• Accepted an invitation from the head office of a state-owned bank to conduct family trust training for its national private bank general managers
• Recruited by a national joint-stock bank to provide dozens of family trust training sessions for its private banking clients across the country
• Accepted an appointment from a life insurance company to provide special value-added civil trust services to its important customers.
• Accepted the appointment of a central enterprise trust institution to provide full legal support for its family trust services
• Issued special legal opinions on insurance trust products of a large trust company
• Served as the legal counsel for a large trust company’s client on personalized family trusts
• Acted as legal advisor to a charitable trust and issued legal opinions
• Established equity and real estate civil trust for shareholders of a listed company
• Established a civil trust for pre-marital property protection for a family client
• Established a real estate inheritance civil trust for a local villager in Shenzhen
• Established a mutual civil trust for a private entrepreneur partner
• Assisted an entrepreneur to set up an offshore equity family trust
• Assisted an entrepreneur to upgrade a family trust established by a private bank in Hong Kong
• Serves as monitor of various private client civil trusts
Wealth Protection and Inheritance Planning
• A wealth protection and inheritance planning project for a brother entrepreneur in Hubei province, involving a property value of 3 billion yuan
• A wealth inheritance planning project for an entrepreneur in Liaoning province, involving a capital of 50 million yuan and a building
• An overseas asset protection and inheritance planning project for an entrepreneur in Yunnan province, involving a property value of more than 100 million yuan
• An overall planning project for nominee holding, divorce and wealth inheritance for an entrepreneur in Hunan province, involving a property value of 2 billion yuan
An equity investment asset protection and inheritance planning project for an offshore listed company by a professional investor in Shenzhen, involving a property value of more than 100 million yuan
• A Sichuan entrepreneur's business inheritance, the planning and arrangement project to prevent the risk from his children’s squandering, involving a property value of more than 1 billion yuan
• Wealth inheritance planning and security arrangement project for legitimate and illegitimate children of a real estate entrepreneur in Beijing, involving a property value of 5 billion yuan
• An overseas Chinese entrepreneur in Zhejiang province, domestic and overseas wealth protection and inheritance planning projects, involving wealth value of 1.8 billion yuan
• A Shenzhen real estate entrepreneur family's property division, enterprise development and inheritance planning project, involving a wealth value of 10 billion yuan
• Protection for children, family wealth and inheritance planning project for a real estate entrepreneur in Shenzhen, involving wealth worth 2 billion yuan
• Major shareholder equity and real estate inheritance planning project of a listed company in Shenzhen, involving wealth worth 4 billion yuan
• Wealth risk isolation planning project for a second-generation entrepreneur in Jiangsu province, involving wealth worth 500 million yuan
• Mainland asset inheritance planning project for a Hong Kong entrepreneur in Dongguan, involving wealth worth NT$200 million
• Family wealth protection and inheritance and family committee and family charter planning projects for two generations of entrepreneurs in Sichuan province, involving a wealth of 4.5 billion yuan
Litigation and Arbitration
• Represented a business family in a divorce case, involving the only son of the family with assets exceeding 50 billion yuan
• Represented an entrepreneur in a divorce case involving over 100 million yuan
• Represented an entrepreneur in a divorce and family property dispute case involving nearly 1 billion yuan
• Represented an entrepreneur in a private equity investment dispute case involving an amount of 80 million yuan
• Represented a state-owned financial institution in an equity pledge dispute case involving a listed company, involving an amount of more than 300 million yuan.
• Represented a real estate company in a commercial arbitration case of land cooperative development disputes involving hundreds of millions of yuan.
• Represented an entrepreneur in an equity dispute involving an amount of 60 million yuan
• Represented a business family in an inheritance dispute case involving nearly 200 million yuan
• Acted as agent for a real estate nominee holding dispute, involving an amount of 50 million yuan.
• Represented a supplier in a dispute over payment and management fees with a well-known supermarket, and obtained compensation nearly 10 times the original claim for the client.
• Acted as an agent for a commercial arbitration involving a real estate purchase and sale dispute, and obtained compensation four times the amount of the deposit for the client.
Professional Memberships
Director, Trust and Wealth Management Law Committee, Guangdong Province Lawyers’ Association
Member, Legal Affairs Professional Committee, Guangdong Federation of Industry and Commerce (General Chamber of Commerce)
Director, Family Wealth Management Law Committee, Shenzhen Lawyers’ Association
Consultant, legislative research project of the “Shenzhen Special Economic Zone Family Trust Regulations”
Deputy Secretary-General, Legal Work Committee, Shenzhen Municipal Committee of China Democratic National Construction Association
The First Vice President, Shenzhen Family Office Promotion Association
Visiting Professor in some universities, commercial arbitrator, etc.