Charles (Charlie) Y. Xiao counsels high-net-worth and ultra-high-net-worth individuals, families, family offices, and their fiduciaries on a broad range of testamentary and inter vivos estate planning matters. He has experience drafting and customizing wills, revocable trusts, and irrevocable trusts, including large-scale grantor retained annuity trust programs, with particular attention to gift, estate, and generation-skipping transfer tax considerations.
Capabilities and industries
Regional markets
Community
- Wills for Heroes, volunteer
- Chicago Bar Association, member
Credentials
Education
- Harvard Law School, JD
- New York University, BA, summa cum laude, and with high honors
Admissions
- Illinois
Languages
- Chinese (Mandarin)
- English