CTIA Tea Time 2021.03.18 Event
How to Use a Trust to Save on Taxes?
With a Democratic-controlled Congress and new administration, it is time to consider moves that will lower your tax bill and position you for long-term tax savings. Please join the Chinese Trading and Investment Association and Lapistone Trust LLC for a seminar on how to use a trust in South Dakota to save on taxes. The seminar will offer practical guidance on how to set up the trust and insights into the costs and expenses of trusts.
Specific topics will include:
1. Who should set up a trust in the US?
2. Benefits of trust
3. Directed trust structure
4. Case study
5. Frequently asked questions about trusts
Time: March 18th(Thur), 5:30-6:30pm, US CT (6:30-7:30pm US ET; Beijing Time March 19th (Fri), 7:30-8:30 am)
Speaker: Mr. Joshua Yang, Lapistone Trust LLC
Moderator: Dr. Richard Ma
About the Speaker
Mr. Joshua Yang
Joshua Yang is the Chairman of the board of managers of Lapistone Trust LLC, a public trust company regulated by the South Dakota Division of Banking. Mr. Yang is a lawyer with more than 15 years of practicing experience. He serves as family counsel to a number of wealthy Chinese families and advises them on wealth planning, trust formation, business arrangements and other issues. In addition, Mr. Yang counsels investment managers on structuring and forming private investment funds, including hedge funds, commodity pools, commingled funds, group trusts and collective investment trusts.
About the moderator:
Dr. Richard Ma
Richard Ma is a desk quant in equity derivatives at Wells Fargo Securities. He serves as the Vice President of CTIA's New York Chapter and holds a few leadership roles at other organizations. He graduated from the University of Maryland, College Park (Master and PhD), and the University of Science and Technology of China (BS).
Event Registration and Zoom Info
Please click here to register for the event. Event’s Zoom session info will be sent to registered participants upon completing the registration.