Tana specialises in private clients practice including wealth, later-life and succession planning, wills, probate and estate administration. She has extensive experience in providing comprehensive legal services to private clients who want to plan the succession of their estates and distribute their wealth in accordance with their own wishes. Tana’s expertise lies in will preparation, handling local and foreign grant applications, administration and distribution of estates with multi-jurisdictional elements, and advising on enduring powers of attorney, advance directives and succession matters in Hong Kong. Tana also speaks on succession-related topics in seminars for clients and wealth management industry.
Admitted as a Greater Bay Area Lawyer in 2023, Tana is highly skilled in drafting legal documents and communicating with Chinese clients in both traditional and simplified Chinese languages, and in handling cross-border succession matters involving both Hong Kong and Mainland China.
Alongside her private clients practice, Tana also has experience in property-related transactions such as acquisitions and dispositions of property by way of private treaty, tender, sale and purchase of shares in property-holding companies, application for stamp duty relief for intra-group transfer of property-holding companies, vesting of trust properties from trustees to beneficial owners pursuant to trust documents, mortgages and property re-financing, leasing, and provision of legal opinions to foreign banks in respect of Hong Kong private companies.
Tana’s experience includes:
advising both local and overseas clients on preparation of wills and testamentary documents, inheritance claims, wills disputes, succession entitlements and resolving differences between personal representatives and beneficiaries
assisting private clients in the creation and/or registration of enduring powers of attorney under Enduring Powers of Attorney Ordinance (Cap.501) and advance directives and providing relevant legal advice
advising both local and overseas clients on succession laws, administration and inheritance of local and overseas estates
advising individuals, institutions, as well as local and foreign law firms in court applications for grants of probate and letters of administration in common form and special grants in Hong Kong
coordinating with advisors based in other jurisdictions in relation to foreign grant applications, administration and distribution of overseas estates with multi-jurisdictional elements including Australia, Brazil, British Virgin Islands, Canada, Cayman Islands, Denmark, Italy, Isle of Man, Japan, Jersey, Macau, Malaysia, Portugal, Singapore, Spain, The People’s Republic of China, Switzerland, Taiwan, Thailand, United Kingdom and United States of America
advising major banks and institutions in Hong Kong on their duties and obligations in handling mentally incapacitated or deceased customers’ accounts
representing personal representatives in the administration and distribution of estates and will trusts in Hong Kong including preparation of estate accounts and estate administration involving sale of estate properties or vesting of estate properties by way of assents, preparation of deeds of family arrangement, transfer or disposal of deceased person’s shares in private and public companies, closure of deceased’s bank and securities accounts, insurance claims by beneficiaries