Law & Finance Seminar: Estate Planning for High-Tech Professionals


Watch recorded Law & Finance seminar on Youtube.

Time: 2:00pm-3:00pm PST, Sat, Feb-19-2022

A template will / trust is not enough. You may not know it, but Silicon Valley technology professionals are more likely than most Americans to have complex financial and family structures that require specialized estate planning. Technology professionals are more likely to have incentive stock (RSUs, NSOs, ISOs, etc), rental real estate, high net worth, or invest in specialized assets such as crypto currency. These professionals are also more likely to have complex family structures such as non-citizen permanent resident couples or spouses, citizen children and noncitizen parents, and distant extended family. 


Join the attorneys of RUI attorneys to learn about estate planning for these professionals where they will go beyond the basic will/trust and outline solutions to difficult planning issues such as the estate tax, international guardianship of children, capital gains tax reduction trusts and other topics designed for Silicon Valley technology professionals.




2:00-2:02 pm Welcome remarks & Introduction of CASPA

2:02-2:05 pm Introduction of the speakers

2:05-2:15 pm Basic will/trust planning
2:15-2:25 pm Estate tax planning
2:25-2:35 pm International guardianship planning
2:35-2:45 pm Capital gains tax reduction trusts
2:45-2:50 pm Other planning techniques for technology professionals

2:50-3:00 pm Q&A



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Michael Lee

Michael Lee is the managing partner of rui attorneys, a premier bay area law firm specializing in estate and tax planning. The primary focus of his transactional practice is structuring international business transactions and wealth management services for high-net worth families to promote tax efficiency via US-foreign treaties or sophisticated multi-modal estate planning. Examples of specialized representations include estate planning for nonresident aliens, US inbound business transactions, complex real estate transactions and asset protection. Representative clients include multi-national companies, company directors and officers, persons of multi-nationality / tax obligations, and fiduciaries.

Michael also serves on the California Board of Legal Specialization overseeing the California State Bar attorney specialist program and is also an adjunct professor of law at the Santa Clara University School of Law.

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Xiaowei Li

Xiaowei Li co-founded the firm after private law practice in the United States and China. Her objective was to bring her extensive international and cross-border experience in business and estate law to a California based practice. The primary focus of her practice is the integration and coordination of international concerns with US domestic solutions. She designs and tailors business and estate plans to provide proactive prescient solutions to address issues such as: domestic and foreign taxation of income producing structures; international families and child guardianship planning; domestic taxation estate/gift of non-resident alien US domestic assets.

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