Trusts, Wills, Probate &
Cross-Border Inheritance

Integrated services for U.S. asset planning, California probate, trust administration, and US–Taiwan inheritance matters.

Clear, Comprehensive Estate Planning for Families
with Assets in the U.S. and Taiwan

When family members, real estate, financial accounts, and other assets are located across the United States and Taiwan, estate planning often requires more support. We help clients develop U.S. trusts, wills, and powers of attorney based on their family circumstances, asset ownership, and legacy goals, while coordinating the management and transfer of cross-border assets.

Trusts & Estate Planning

  • Revocable living trusts
  • Wills
  • Estate planning for U.S. assets
  • Family wealth transfer planning
  • Powers of attorney and health care directives

Probate Administration

  • California probate proceedings
  • Taiwan heirs inheriting U.S. assets
  • U.S. real estate inheritance and sale
  • U.S. bank and brokerage account transfers
  • Petitions and court filings
  • Cross-border signatures, notarization, and documentation

Trust Administration

  • Trustee counsel and fiduciary guidance
  • Beneficiary rights and distributions
  • Trust asset identification and transfer
  • Trust settlement and administration

US-Taiwan Inheritance

  • Taiwan heirs receiving U.S. assets
  • U.S. real estate, bank, and brokerage transfers
  • Cross-border estate documentation
  • Coordination with Taiwan professionals

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Discuss your estate planning needs
with an attorney.

Consultations are available by video conference or in person, in Chinese or English.
We will review your family circumstances, U.S. assets, and planning objectives and explain the recommended next steps.

Schedule a Consultation →