📜 Wills, Gift Tax, Family Trusts & Adult Guardianship Planning Wealth Succession & Asset Protection
Assisting individuals and families with wealth succession structuring, estate and gift tax pre-computations, will drafting advisory, voluntary adult guardianship planning, and family trust framework design.
| Service Category | Service Scope | Estimated Fee (NTD) |
|---|---|---|
| Will Advisory & Planning | Legal and tax advisory for will drafting, mandatory statutory share calculations, and succession framework design. | From NT$20,000 |
| Lifetime Gift Planning | Real estate and equity gift tax pre-computations, annual gift tax exemption allocation, and strategy planning. | From NT$20,000 |
| Adult Guardianship Planning | Voluntary adult guardianship contract advisory, guardian power allocation, and pre-notarization structural guidance. | From NT$20,000 |
| Family Trust Structuring | Asset protection and trust architecture design, trust tax planning, and execution guidance. | From NT$20,000 |
| Estate Tax Return Representation | Gross estate inventorying, tax deduction claims, and representation for estate tax returns with the National Taxation Bureau. | From NT$20,000 |
※ Listed fees exclude notary fees and government charges (notary public fees, land registry fees, and land scrivener transfer fees are billed on an actual expense basis).
📍 Service Coverage
Based in Taichung with deep local ties, while serving international investors and nationwide businesses via secure digital channels:
Our office is situated in Central District, Taichung. We have thorough experience working with local Tax Bureaux and City Administrations:
Utilizing cloud-based technology and secure messaging platforms, we provide uninterrupted accounting services across Taiwan and worldwide:
💬 Consult Guan-Yu CPA Firm for Wealth Succession & Estate Planning
Contact Guan-Yu CPA Firm today for professional estate planning, gift tax strategies, and family trust structuring.