Katie is an Associate Solicitor in the Private Wealth Department, having joined the firm in 2021. Prior to joining Robertsons, Katie worked at an international law firm for 2 years.
She specialises in private clients practice including wealth, succession planning, wills, probate, estate administration and inheritance law.
She advises both overseas and local private clients on a full range of succession and estate planning matters, including preparation of Wills and Codicils, Powers of Attorney, Enduring Powers of Attorney (EPA) under Enduring Powers of Attorney Ordinance (Cap.501) and Advance Directives (AD).
She acts for executors/administrators in asset investigations, caveat applications, grant of probate and letters of administration applications, foreign grant resealing applications, grant de bonis non applications and administration and distribution of estates with multi-jurisdictional elements. She works closely with overseas advisors in relation to both overseas and local grant applications. She also speaks on succession-related topics in seminars.
Katie also advises on employment and immigration matters including applications for employment visas, investment visas, spousal and dependent visas, extension of stay and permanent residency.
Relevant news:
Practices Areas
Employment, Private Wealth - Non-Contentious, Private Wealth - Contentious
Languages
English, Cantonese, Mandarin
Qualifications & Education
Solicitor, Hong Kong (2023)
Postgraduate Certificate in Laws (PCLL), City University of Hong Kong
Bachelor of Laws (LL.B.) (Hons), University of Birmingham, England
Memberships
The Law Society of Hong Kong
PRIVATE WEALTH
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Advised clients on Will preparation, wealth management and succession planning strategies including inheritance of listed and/or private companies shares, securities accounts, and provisions for minor beneficiaries.
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Advised client on international succession plan covering assets in Hong Kong, United Kingdom, Germany, Portugal and Singapore
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Advised client on preparation of a specific Power of Attorney to authroise the Attorney to execute a Deed of Family Arrangement
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Advised clients in an urgent creation and registration of Enduring Powers of Attorney (EPA) under Enduring Powers of Attorney Ordinance (Cap.501)
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Acted for executors and administrators in asset investigations in respect of Hong Kong Estates
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Advised clients in court applications for caveat, sealing of foreign grants (United Kingdom, Singapore, Australia, New Zealand) and grants of probate and letters of administration in Hong Kong
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Advised both overseas and local clients on succession laws and administration and inheritance of estates with multi-jurisdictional elements (United Kingdom, Spain, France, India, Thailand, Philippines, United States, Canada)
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Acted for administrator in grant de bonis non application
EMPLOYMENT
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Advised a Hong Kong listed company in foreign hires and obtained employment visa and dependent visas
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Advised clients on employment visa, spousal and dependent visa, investment visa, extension of stay and permanent residency applications