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Earth News | Heilongjiang Earth Law Firm was invited to give a special lecture on wealth protection and inheritance to private banking clients of Guangfa Bank Daqing Branch

Publish Time:

May 11,2024

Source:

On May 10, 2024, Zhao Jingyu, a lawyer from Heilongjiang Dadi Law Firm, was invited to give an exclusive legal and business lecture for private banking clients of Guangfa Bank Co., Ltd. Daqing Branch, titled "匠心守护，传承有道" (Skillful Protection, Inheritance with Integrity), specifically focusing on "Insurance Trust for Wealth Protection and Inheritance." Yu Miao, Deputy Head of Guangfa Bank Co., Ltd. Daqing Branch, relevant branch client managers, and 14 private banking clients attended the lecture.

During the lecture, Lawyer Zhao Jingyu covered four aspects: case sharing; comparison of wealth protection and inheritance tools; the concept of insurance trusts; and the role of insurance trusts. This included topics such as: the inability to isolate personal assets in the event of company bankruptcy; tax planning after the "Golden Tax Phase IV"; challenges in family wealth inheritance; comparison of mainstream wealth protection and inheritance tools; comparison of family trusts and insurance trusts; types of marital property; types of inheritance and intergenerational control; and types of tax planning. Using vivid and specific cases as an introduction, and based on relevant provisions of current laws and judicial interpretations, combined with rich past case experience and the characteristics of Guangfa Bank's private banking clients, he introduced legal knowledge on wealth management, asset inheritance, and risk isolation to the attendees, guiding private banking clients to develop an awareness of wealth protection and inheritance.

After the lecture, Lawyer Zhao Jingyu and Lawyer Hou Xueyan provided one-on-one answers to private banking clients, engaging in comprehensive and in-depth communication on issues related to the prevention of legal risks in wealth inheritance, answering questions, and providing professional legal advice and suggestions.

This lecture not only enhanced the legal awareness and knowledge of Guangfa Bank's private banking clients but also effectively strengthened the connection and cooperation between Heilongjiang Dadi Law Firm and Guangfa Bank Co., Ltd. Daqing Branch. In the future, Heilongjiang Dadi Law Firm will continue to uphold the principles of "integrity, truth-seeking, pragmatism, and dedication," and with the development concept of "value creation through service," will utilize its professional knowledge and practical experience to provide Guangfa Bank Daqing Branch and its clients with more professional and efficient legal consultation, lectures, and training services.

Team Introduction

Zhao Jingyu

Partner

Business Areas:

Dispute Resolution

Legal Counsel

Capital Markets

Restructuring and Bankruptcy

Hou Xueyan

Partner

Business Areas:

Non-Litigation Business

Civil and Commercial Litigation

Legal Advisory Services

Zhang Huan

Team Secretary

Business Areas:

Administrative Work

Business Promotion

Client Maintenance

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