Annie Chen

Annie H. Chen, a dedicated partner at a law firm, excels in guiding clients through the intricacies of wealth management, estate planning, and the nuances of personal and corporate tax strategies. Fluent in Mandarin, Taiwanese, and English, she bridges cultural and linguistic divides, offering invaluable counsel to a diverse clientele since her admission to the British Columbia bar in 2009.

Annie's approach is far from generic; she dives deep into the unique needs of each client, understanding that the path to wealth preservation and enhancement is paved with tailored advice. She rejects the notion of a one-size-fits-all solution, opting instead for bespoke strategies that respect the individual dynamics and goals of her clients. This personalized approach is particularly beneficial for family-owned businesses and private entrepreneurs who are navigating the complexities of succession planning across generations.

Her ability to design and implement effective corporate structures and reorganizations demonstrates her expertise in corporate law. Annie skillfully collaborates with clients and their financial or insurance advisors to establish businesses that not only meet the present needs but also ensure a smooth transition of wealth and leadership to the next generation. Her advice encompasses the drafting of shareholder agreements, employment contracts, and strategies for tax-efficient business operations.

On a personal level, Annie's estate planning services are equally comprehensive. From drafting wills that account for multi-jurisdictional assets to establishing trusts tailored to specific family needs, she ensures that her clients' legacies are preserved according to their wishes. Her experience extends to addressing the challenges faced by immigrants and newcomers to Canada, offering them clarity and support as they navigate a new legal and cultural environment.

Annie also specializes in cross-border estate planning, particularly for those with ties to the United States, providing strategies for the ownership of real property across borders. Her expertise in incapacity planning is evident in her meticulous preparation of powers of attorney and living wills, ensuring her clients' wishes are respected even if they can no longer voice them.

Moreover, her services are sought after by international clients who require expertise in navigating both Canadian and global estate planning landscapes. Annie's ability to advise on offshore trust and corporate structures makes her a valuable asset to those looking to optimize their wealth management on a global scale.

Beyond estate planning, Annie's work in estate and trust administration underscores her commitment to offering end-to-end solutions. From obtaining necessary legal documents to offering ongoing legal support, she stands by her clients through every phase of wealth management and succession planning.

Annie H. Chen is more than a lawyer; she is a strategic partner to her clients, offering creative, practical solutions tailored to their unique situations. Her dedication to understanding and addressing the specific needs of each client, coupled with her expertise in both personal and corporate law, makes her an invaluable advisor in the complex world of wealth management and estate planning.