Chinese Trading And Investment Association

The Chinese Trading and Investment Association (CTIA) 2017 Event 

 “How to Set Up Trust in the United States” 

June 6th (Tuesday), 4:30 PM – 8:00 PM

70 W Madison St, Suite 3100

Chicago, IL 60602 


您是否认为信托基金只适用于皇室或富豪和上层名流? 实际上,许多中等收入人士可以从信托财 富管理计划中获益。 例如,如果使用和设置正确,信托可以提供资产保护和税收优惠。 此外,众 所周知,遗嘱认证程序可能需要几个月才能解决遗产,而且是一个昂贵的过程。 由于信托通常避 免遗嘱认证,受益人可以更快地获取资产。 

Are you thinking trust funds are only for royalty or the rich and famous? Actually many middle-income people can benefit from including trusts in their wealth management plans.  For example, trusts can provide asset protection and tax benefits if used and set up properly. In addition, it is known that the probate process can take several months to settle an estate and is a costly process. Since trusts usually avoid probate, beneficiaries can gain access to assets more quickly.

请参加由华人交易与投资协会(CTIA)和与全球著名的K&L Gates律师事务所,就如何在美国建 立信托进行研讨会。 研讨会将提供实际的指导,帮助您建立信托,以避免常见问题,并达到预期 目标和需求。

Please join the Chinese Trading and Investment Association and K&L Gates for a seminar on how to set up trust for an estate in the United States.  The seminar will provide a practical guidance in helping you set up a trust to avoid common problems and meet your goals and needs.  


  • 信托的基本功能和性质

  • 什么是信托基金里面的信托职责

  • 法律规定的保障措施

  • 人寿保险税务

Specific topics will include:

  • Basic function and nature of a trust

  • What fiduciary duty means in trust

  • Safeguards built into the law

  • Taxation of life insurance

Please join the Chinese Trading and Investment Association and K&L Gates for a seminar on how to set up trust for an estate in the United States.  The seminar will provide a practical guidance in helping you set up a trust to avoid common problems and meet your goals and needs.

About CTIA: The Chinese Trading and Investment Association (CTIA) is a non-profit, non-political organization dedicated to Chinese professionals in the trading and investment industry world wide. It was established in 2016 by merging two premier Chinese professional organizations, Chinese Trading Club and Chinese Derivatives Association. Its main mission is to assist its members for their career development. 

活动议程 (Agenda) 

4:30 - 5:00 PM  Registration

5:00 - 6:00 PM  How to Set Up Trust in the United States

6:00 - 6:25 PM  Taxation of life insurance

6:20 - 6:50 PM  Q&A

6:50 - 8:00 PM  Networking

演讲嘉宾 (Speakers) 

Joshua J. Yang

Partner, K&L Gates Chicago

Joshua J. Yang is a derivatives and investment management lawyer in the Investment Management practice group of K&L Gates.  Mr. Yang has represented a number of high net worth Chinese families for their asset protection, estate, tax minimization and family governance planning needs in the United States.  Mr. Yang also represents foreign Futures Commission Merchants (FCMs), swap dealers, commodity pool operators, commodity trading advisors and investment managers in forming subsidiaries and setting up operations in the United States.  He advises them with respect to compliance, disclosure, SEC/CFTC registration and transactional matters. In addition, Mr. Yang counsels investment managers in structuring and forming private investment funds, including hedge funds, commodity pools, commingled funds, group trusts and collective investment trusts. 

Andrew L. Gespass

Partner, K&L Gates Pittsburgh

Andrew L. Gespass is a partner in the Private Clients, Trusts and Estates practice group of K&L Gates.  He focuses his practice on tax and business succession planning, estate and trust administration, charitable gift planning and fiduciary litigation.  Mr. Gespass has been practicing law for more than thirty years and maintains active practices in New York and Pennsylvania. He was formerly adjunct professor at Duquesne University, where he taught the Estate Planning course.  He was designated a Pennsylvania Super Lawyer by Philadelphia magazine from 2008 to 2013 and has been listed in Best Lawyers since 2009.  He has also lectured and written articles on various estate planning and related topics. 

Amanda G. Erlandson

Associate Attorney, K&L Gates Pittsburgh

Amanda G. Erlandson is an associate attorney in the K&L Gates Pittsburgh office and is a member of the Private Clients, Trusts and Estates practice group. She focuses her practice on estate planning and administration. She has drafted a variety of estate planning documents, including wills, marital trusts, credit shelter trusts and grantor-retained annuity trusts.  She was a summer associate at an international law firm, and she was a paralegal in their Shanghai office. During law school, Ms. Erlandson served on the Editorial Board of the Virginia Tax Review. She also participated in a variety of pro bono projects and earned a University of Virginia School of Law Pro Bono Challenge Certificate of Completion.  Ms. Erlandson speaks fluent Mandarin. 

Justine Zhou

CEO of Zhou Agency

Justine Zhou began her career in Chicago real estate in 1993 and has developed extensive knowledge in residential investments and mortgage financing over the past 20 years.  From 2003-2014, she broadened her expertise to include insurance services and accounting services. As her customers' needs grew and evolved, Justine successfully transformed her business into a multi-dimensional financial planning company and an integrated provider of accounting, insurance, and real estate investment services. Justine graduated from Fudan University in 1990 and received an M.B.A. degree from the Chinese University of Hong Kong in 1993.

Other Information

Registration:  Register and Pay Online

Participants:  Open to all CTIA members, and members of  friend associations. Non-member financial professionals are welcome.

Time: June 6th (Tuesday), 4:30 PM – 8:00 PM

Location: 70 W Madison St, Suite 3100, Chicago, IL 60602

Attire:  Business casual recommended.

Fee:     $15 for CTC Chicago members, $30 for non-members, $40 for walk-in.

Payment Options:

  1. 1.Online payment (Please fill in the correct amount when you make the payment)
  2.       Early Registration for CTC Member ($15)
  3.       Early Registration for Non-CTC Member ($30)
  4. 2.Cash payment at the registration desk for walk-in

To attend the event, please register online to help us properly prepare. Thank you and hope to see you in the event! 


协会欢迎从事金融交易和投资领域工作的职业人士的加入。也非常期待和其他同业协会、 公司、交易所以及相关监管部门进行各种形式的合作和交流。

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