Chinese Trading And Investment Association

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.


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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