Planora Law

Integrated Counsel for Multi-Jurisdictional Wealth and Business

Our approach is built on holistic foresight. Rather than treating tax, corporate, trust, estate, and family matters separately, we align every legal decision with your overall personal, corporate, and cross-border objectives.

About

In alliance with Minter Tax Law Firm, a leading tax practice in China, Planora Law provides sophisticated cross-border legal solutions across corporate transactions, tax, trust, estate planning, and tax litigation for high-net-worth families, entrepreneurs, and corporations with interests in Canada, the United States, and China.

Cross-border lives and businesses do not operate in silos—and neither do we. Our practice integrates corporate transactions, tax, trust, estate, and family wealth considerations into a single, cohesive strategy designed to protect your broader business, family, and legacy goals across borders.

Under the leadership of Yijin (Orlando) Wang, Planora Law bridges complex legal frameworks across key global markets.

Chinese and U.S. legal and tax services are provided through dual-qualified counsel or in collaboration with licensed Chinese or U.S. attorneys and independent affiliated law firms in the relevant jurisdiction.

British ColumbiaCanada
CaliforniaUnited States
ChinaCross-border
Services

Integrated legal counsel for cross-border wealth, residency, assets and business interests.

Cross-Border Tax and Residency Planning

We advise individuals, families, and global investors on the complex tax and legal consequences of relocating or holding assets between Canada, the United States, China, and other international jurisdictions.

  • Pre-immigration tax planning, pre-departure strategy, and expatriation planning (Exit Tax) for individuals moving across borders
  • Determination and assessment of tax residency, foreign entity classification, and cross-border income tax treaty benefits
  • Cross-border real estate tax structuring
  • International asset and trust disclosure compliance with CRA, IRS and Chinese Tax administration

Corporate Structuring, M&A, Equity Compensation, Executive Incentives and Business Succession

We assist entrepreneurs, shareholders, and private enterprises with the creation, tax-efficient reorganization, and intergenerational transfer of cross-border business operations. We design and implement tax-optimized equity incentive structures for founders, key executives, and growth-stage companies across cross-border jurisdictions.

  • Formation, tax-driven reorganization, and optimization of cross-border corporate groups and foreign subsidiary structures
  • Ownership, corporate governance, and long-term enterprise value planning, including custom Shareholders' Agreements (USA) and family business charters
  • Transfer of business interests and strategic preparation for corporate sale, management buyouts, or estate freeze succession
  • Tax-efficient asset vs. stock acquisitions, tax-free reorganizations, seller equity rollovers, earn-out structures, tax due diligence, and purchase price allocations
  • Structuring Delaware LPs/LLCs, master-feeder/parallel funds, tax blocker corporations, GP carried interest, LPA tax allocation waterfalls, and management fee waivers
  • Reorganization of cross-border corporate groups, specialized vehicles for licensed professionals (PRECs), and preparation for corporate exit, management buyouts, or estate freeze succession
  • Structuring options (ISO/NSO), restricted stock (RSA/RSU), profits interests, phantom equity, and stock appreciation rights (SARs)
  • Guidance on exercise timing, tax elections, deferred compensation compliance, valuation alignment, option repricing, and golden parachute tax analysis
  • Founder vesting arrangements, Section 1202 QSBS tax-exclusion planning, and executive acceleration/cash-out planning during M&A or IPO events

Estate, Family Trust and Personal Planning

We engineer sophisticated, fully integrated "trust-and-tax" succession and personal planning strategies for families whose lives, business holdings, or beneficiaries span multiple legal systems.

  • Design of cross-border trust structures, including U.S. Foreign Grantor Trusts (FGT), Canadian Non-Resident Trusts (NRT), and Pre-Immigration Drop-Off Trusts
  • Implementation of Canadian Discretionary Family Trusts paired with corporate Estate Freeze reorganizations, Alter Ego Trusts (AET), and Joint Partner Trusts (JPT) to minimize probate exposure
  • Advanced U.S. tax and estate planning, including Dynasty Trusts, Irrevocable Life Insurance Trusts (ILIT), GRATs, IDGTs, and Section 1202 Qualified Small Business Stock (QSBS) strategies
  • Cross-jurisdictional capacity and personal governance planning, including coordinated multi-jurisdictional wills, durable powers of attorney, and representation agreements

Tax Controversy and Tax Litigation

We act as dedicated legal counsel for individuals, business owners, and corporations facing administrative audits, assessments, or formal disputes with tax authorities in Canada, China and the United States.

  • PRC Tax Compliance & Audit Defense: Strategic advice and dispute resolution regarding China's foreign trust tax rules (Bulletin 21 / 21 号文), foreign entity reporting, offshore wealth compliance, and tax inquiries arising during entry/exit regulations and tax clearance procedures
  • Resolving PRC tax controversies, anti-avoidance inquiries (Bulletin 7 / 7 号文), indirect transfer taxes, and withholding tax obligations connected to the restructuring, unstacking, or dismantling of Red Chip corporate architectures
  • Federal Audit & Assessment Defense: Defense against complex administrative tax audits, Net Worth Assessments, Unreported Foreign Income reviews, and International Transfer Pricing inquiries by the CRA or IRS
  • Provincial & Municipal Property Tax Disputes: Advising and representing property owners on BC Speculation and Vacancy Tax (SVT) audits and determinations, Vancouver Empty Homes Tax (EHT) declarations and notices of complaint, and Provincial Sales Tax (PST) audits
  • Objections, Appeals & Penalty Relief: Formal Notices of Objection, administrative appeals, Voluntary Disclosures Program (VDP / Taxpayer Relief) applications, and judicial appeals before the Tax Court of Canada, Federal Court, or U.S. Tax Court

Cross-Border Inheritance Administration, Notarial Services, and China Practice

We provide end-to-end legal support, document authentication, and multi-jurisdictional coordination for clients navigating Chinese inheritance administration, cross-border notarization, and estate-related proceedings.

  • Managing the full scope of estate administration in China, including verifying statutory heirs and marital asset claims, preparing inheritance dossiers, and executing title transfers for Chinese real estate, bank accounts, private equity, securities, and corporate holdings
  • Designing execution pathways for foreign legal documents used in China (and Chinese documents used abroad), including powers of attorney, declarations, renunciations of inheritance, apostilles, consular legalizations, and remote signing packages
  • Reconciling Chinese wills and trusts with North American estate planning instruments (such as U.S. Revocable Living Trusts or Canadian wills) to eliminate conflicts over revoked dispositions, asset coverage, or multi-jurisdictional execution
  • Advising on and litigating complex Chinese estate division disputes, legacy asset tracing, will validity challenges, family settlement negotiations, and foreign evidence authentication before courts and administrative bodies
Lawyers

Legal Team

Professional portrait for Yijin Orlando Wang

Yijin (Orlando) Wang

Lawyer

Yijin (Orlando) Wang advises high-net-worth families, entrepreneurs, venture sponsors, and corporate entities on complex multi-jurisdictional tax and legal matters. Backed by 10 years of legal education across leading institutions in China, Canada, and the United States, alongside over 15 years of legal practice experience, Orlando delivers integrated strategies spanning Canada, the U.S., and China.

A core focus of his practice involves cross-border tax and residency planning, pre-immigration tax structuring, and expatriation planning. In global private client advisory, Orlando specializes in advanced trust mechanics across jurisdictions. His experience covers Canadian Discretionary Family Trusts paired with Estate Freezes, Alter Ego Trusts (AET), and Joint Partner Trusts (JPT), as well as sophisticated U.S. wealth vehicles—such as Dynasty Trusts, Foreign Grantor Trusts (FGT), Non-Resident Trusts (NRT), Pre-Immigration Drop-Off Trusts, ILITs, GRATs, and IDGTs.

Orlando structures cross-border corporate architectures, handles M&A transactions, seller equity rollovers, and tax-driven reorganizations, and assists clients with business succession and corporate estate freezes.

Orlando also acts as dedicated counsel in tax controversy and estate litigation.

Orlando is a widely recognized author and thought leader in the private wealth sector. He has published three authoritative books with the Law Press of China, including Handbook of Family Wealth Inheritance for HNWIs from a Global Perspective (2021), Practices and Diagrams for Overseas Buy-out Funds (2015), and Practical Compliance Handbook for Private Equity Operations (2015).

Education

  • University of British Columbia | LL.M. in Taxation
  • UC Berkeley | LL.M. (Concentrated in Tax Law and Trust Law)
  • Peking University | LL.M. in Internation Business Law
  • Nankai University | LL.B.

Licensed In

  • British Columbia (Canada)
  • California (USA)
  • China (PRC)

Focus

Private wealth, tax, trust, corporate, succession and tax controversy

Languages

  • English
  • Chinese (Mandarin)
Professional portrait for Suju Peng

Suju Peng

U.S. Counsel

Suju focuses on cross-border and domestic tax compliance and planning. She has long provided customized tax structure design and asset tax planning services for companies and high-net-worth individuals. Her services cover the full process, including preliminary tax and financial risk assessment, top-level planning and design, and integrated implementation.

She also has extensive experience in civil and commercial litigation and arbitration. She has represented clients in numerous complex cases involving equity disputes, capital markets disputes, private investment funds, financial leasing, and other related matters.

Suju previously worked at a company preparing for public listing and at large financial institutions, where she held key senior management positions, including company president and head of finance. She has strong practical experience in financial management, capital operations, and cross-border business.

Education

  • China University of Political Science and Law | LL.M. in Taxation
  • Cheung Kong Graduate School of Business | Executive Master of Business Administration (EMBA)

Professional Qualifications

  • Licensed Attorney in China
  • Licensed Attorney in the State of California, U.S.A.
  • U.S. Certified Public Accountant (CPA) Candidate

Focus

Tax compliance, tax planning, asset tax planning, litigation and arbitration

Languages

Chinese, English, French

Professional portrait for Tim Chen

Tim Chen

U.S. Counsel

Tim Chen is the founder of Glamdring PLLC, based in Los Angeles, California. Bringing five years of practice experience from DLA Piper in San Francisco and Washington, D.C., alongside boutique law firm experience handling government contractor M&A, Tim advises multinational corporations, tech enterprises, and growth-stage companies on corporate structuring, equity compensation, and U.S. tax law.

A core focus of his practice involves structuring cross-border corporate architectures and executive equity incentive programs. His representative experience includes advising global tech companies and multinational corporations—such as Amazon, ByteDance, X Holdings, Toyota, and Lululemon—on equity incentive design and cross-border corporate matters. He also counsels government contractors on mergers and acquisitions, corporate governance, and tax planning.

Tim brings deep U.S. tax expertise gained through dedicated tax coursework at Georgetown University Law Center, editing The Tax Lawyer law journal, and practical tax positions at the DC Office of Tax and Revenue, the Council On State Taxation, and Withers LLP in Hong Kong. He serves as General Counsel to MITCEO, a non-profit entrepreneurial organization founded by Massachusetts Institute of Technology graduates, and has served as a guest lecturer at Peking University, Fudan University, the Chinese University of Hong Kong, and Nanyang Technological University.

Education

  • Georgetown University Law Center | Juris Doctor (J.D.)
  • Peking University | B.S. in Physics / B.A. in Political Science

Bar Admissions & Licenses

  • California (USA)
  • District of Columbia (USA)

Focus

  • Cross-border corporate equity architectures & incentive plans
  • U.S. corporate tax law & M&A transaction structuring
  • Government contractor mergers & acquisitions
  • General counsel & corporate governance for growth companies

Languages

  • English
  • Chinese (Mandarin)
Professional portrait for Xiao Yun Wang

Xiao Yun Wang

Foreign Counsel

Xiao Yun Wang is a senior practicing lawyer based in Los Angeles, California. Bringing nearly 20 years of judicial experience as a judge and deputy division head handling criminal, civil, and commercial trials, alongside over five years of specialized legal practice in China, Ms. Wang delivers comprehensive cross-border solutions for domestic and international clients.

A core focus of her practice involves cross-border commercial litigation, complex family wealth disputes, and private client advisory. Leveraging her judicial background—having adjudicated over 1,000 cases—Ms. Wang specializes in resolving high-stakes disputes involving multi-jurisdictional marital property division, international child custody, estate inheritance across China and the U.S., and the recognition and enforcement of foreign judgments. She also acts as an expert witness on PRC law before U.S. courts and serves as a Senior Foreign Law Advisor to U.S. law firms.

Ms. Wang coordinates dual-jurisdiction legal teams to deliver integrated "dispute resolution and non-contentious planning" strategies. Her non-contentious advisory encompasses cross-border family wealth structuring, pre-immigration asset planning, family trust formation, tax compliance, asset protection, and corporate governance for outbound business enterprises.

Ms. Wang is an accomplished legal expert in entertainment and culture law, serving as Deputy Secretary-General and U.S. Regional Head of the Dentons Technology and Culture Legal Research Center. She holds key professional appointments, including Council Member of the Beijing Entertainment Law Society, Vice Secretary-General of the Mediation Committee at the China Film Copyright Association, and licensed Performance Broker.

Education

  • University of International Business and Economics (UIBE) | Master of Laws (LL.M.)

Licensed In

  • PRC Bar Admission
  • Expert Witness on PRC Law (U.S. Courts)

Focus

Cross-border dispute resolution, civil and commercial litigation, family wealth & inheritance planning, corporate governance, cross-border compliance, and entertainment law

Languages

  • English
  • Chinese (Mandarin)
Professional portrait for Ming Wu

Ming Wu

Tax Legal Assistant

Ming Wu is a tax-focused legal assistant providing comprehensive support in Canadian tax compliance, CRA audit inquiries, objections, and provincial property tax reviews. Since 2022, she has delivered accounting and tax services within a public Chartered Professional Accounting (CPA) firm in British Columbia, assisting corporate and individual clients with complex tax matters involving the Canada Revenue Agency (CRA) and the BC Ministry of Finance.

A core focus of her work includes supporting lawyers through tax research, file preparation, document review, and drafting submissions for CRA audits, reviews, Notices of Objection (NOO), and tax appeals. She assists with BC Ministry of Finance reviews regarding Provincial Sales Tax (PST) and the Speculation and Vacancy Tax (SVT), as well as Voluntary Disclosure Program (VDP) applications.

Ming also brings practical experience to non-resident tax matters, foreign income and asset compliance, and T1135 Foreign Income Verification Statement reporting requirements.

Education

  • Peking University | Juris Master (JM)
  • Thompson Rivers University | Taxation 1 & Taxation 2 Coursework

Focus

  • CRA tax audit & dispute response preparation
  • CRA Notices of Objection (NOO) & tax appeals support
  • BC Ministry of Finance PST & Speculation and Vacancy Tax reviews
  • Voluntary Disclosure Program (VDP) applications
  • Foreign income, foreign assets & T1135 reporting compliance
  • Individual & corporate tax return preparation & review

Languages

  • English
  • Chinese (Mandarin)
Contact

Start a Conversation.

For consultations on cross-border tax, family trust architecture, corporate governance, or tax controversy, please contact us

Address
#902 – 1030 West Georgia Street, Vancouver, B.C.
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