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Oldham, Li & Nie Hires King & Wood Mallesons Counsel as Corporate & Commercial Partner

OLN Marketing

Oldham, Li & Nie Hires King & Wood Mallesons Counsel as Corporate & Commercial Partner

January 2, 2024 by OLN Marketing

We are delighted to announce that we have further strengthened our Corporate & Commercial practice by hiring a solicitor from King & Wood Mallesons (KWM).

Gary Lam Corporate & Commercial Lawyer Hong Kong

Gary Lam has served King & Wood Mallesons for the past 4 years, representing clients across a wide range of industry sectors, including advising State-owned enterprises, public and private companies in their cross-border transactions in Hong Kong and the PRC. He has solid experience in a variety of corporate and commercial matters, with a focus on mergers and acquisitions, joint ventures and compliance-related matters. He also advises on corporate finance, privatisation, cross-border transactions and general commercial work.

Gary started his career in 2000 at Mayer Brown, and spent 3 years at JunHe as an Associate, and 13 years at Reed Smith as an Of Counsel, before joining King & Wood Mallesons.

He is admitted as a solicitor in both Hong Kong and the United Kingdom (England and Wales).

Gordon Oldham, Senior Partner, commented “We are delighted that Gary is joining our firm. This new hire demonstrates our commitment to building a high performing and diverse team of talented lawyers with deep local knowledge. Gary’s extensive expertise and proven track record will undoubtedly further solidify our position in the legal market and grow our capabilities in corporate, M&A and compliance-related strategic areas”.

Filed Under: Oln, 公司和商業法, 最新消息

OLN Recommended by The Legal 500 Asia Pacific 2024

November 24, 2023 by OLN Marketing

We are delighted to share that Oldham, Li & Nie has been recognised by The Legal 500 in its 2024 Asia Pacific edition in four practice areas:

  • Commercial, Corporate and M&A – Tier 3
  • Domestic and International Corporate Tax – Tier 3
  • Private Client and Family – Tier 3
  • Restructuring and Insolvency – Firm to Watch
Legal 500 APAC LEADING FIRM 2024

We are proud for our 14 lawyers who have been recommended by the directory this year:

Gordon Oldham, Senior Partner

Richard Healy, Partner

Stephen Peaker, Partner

Paul Firmin, Partner

Tracy Yip, Partner

Pamy Kuo, Partner

Anna Chan, Partner

Simon Wong, Partner

Yvonne Kong, Partner

Jonathan Lam, Partner

Victor Ng, Partner

Barbara Kwong, Senior Associate

Ivan Lee, Senior Associate

Gareth Leung, Associate

Our Intellectual Property consultancy, OLN IP Services, has also received a recognition by The Legal 500 directory this year.

Legal 500 Asia Pacific 2024 edition

Published annually, The Legal 500 Asia Pacific provides unbiased commentary and insight into the legal marketplaces of 25 Asia Pacific jurisdictions.

These rankings are the results of comprehensive analysis of law firm submissions and interviews with General Counsels and private practice lawyers.

The Legal 500’s research team also identifies the “Firms to Watch” to recognise the best up-and-coming practices.

Filed Under: Oln, 最新消息

Parental Rights of Same Sex Couples

October 12, 2023 by OLN Marketing

The Hong Kong Court of First Instance has recently held in the landmark case of NF v R [2023] HKCFI 2233 that a genetic mother to a child that was born to a lesbian couple, is a “parent at common law”, which is a significant step towards the recognition of the parental rights of same sex couples.

Facts

A lesbian couple, B and R, met in Hong Kong and married in South Africa in 2019. B and R subsequently underwent a procedure in South Africa known as reciprocal in vitro fertilization (“RIVF”) or reception of oocytes from partner (“ROPA”), in which an egg was extracted from R and fertilised with sperms from an anonymous male donor to create an embryo. The embryo was then transferred to B’s uterus. The child K, was then born in Hong Kong by B.  

After K’s birth, B and R attempted to register themselves as K’s parents. However, only B was included as K’s mother on his birth certificate, with K’s father was marked only with asterisks.

The Honourable Madam Justice Au-Yeung observed that B, R and K have lived together as a family, and that K was loved, cared for and financially provided for by B and R. This observation was consistent with the findings in the International Social Investigation Report prepared in South Africa where the family was residing.  

B, as K’s next friend in law, applied for a declaration that R was K’s parent under section 6 of the Parent and Child Ordinance (Cap. 429) (“PCO”).

Issue

Whether R should be declared K’s parent pursuant to section 6 of the PCO

Parties’ submissions  

B argued that she was not seeking for R to be declared a second “mother” or a “father.” Instead, she was seeking for R to be declared a parent. B relied on the “always speaking” principle of statutory construction, in that societal and scientific change should be accommodated and a child‑focused and rights-based approach should be adopted in the interpretation of section 6 of the PCO. In doing so, B emphasised the right to equal protection of the law without any discrimination on the ground of birth (Article 22 of the Hong Kong Bill of Rights (“BOR”)) and to entitlement to protection as a minor without any discrimination on the ground of birth (Article 20 of BOR)

In opposition, the Secretary of Justice (“SJ”) argued that the proper interpretation of the PCO meant “parents” mean a “male father” and a “female mother.” Further, as K’s birth was by way of medical treatment, Part V of the PCO should apply to the effect that whilst R is the biological and genetic parent of K, only the gestational parent B would be regarded as K’s mother.

In reply, B argued Part V of the PCO did not apply, given that the procedure underwent by the parties i.e. RIVF, was not known to the Legislature at the time of enactment. Part V of the PCO was also specifically drawn to provide legal parentage on the gestational mother where there was a surrogate, and therefore did not provide for a situation where no surrogate was involved and the oocyte gametes are those of the female partner of the gestational mother. B also argued that the term “parent”, given its open nature and meaning under ordinary and common law, is non-gendered and non-marriage dependent.

Interpretation of section 6 of the PCO

The Court acknowledged that it should have the best interests of the child as its first and permanent consideration. However, as the declaration, if made, would not only affect K but also a class of children born in a similar situation, as well as bind the Government and all other persons, the Court found it more appropriate to approach this issue with regard to the legislative intent and principles of statutory interpretation.

The Court disagreed with B’s arguments as to the applicability of Part V of the PCO, reasoning that it applied to births resulting from medical treatment and is technology neutral, and was not limited to only apply to infertile heterosexual couples/partners. Section 11 of the PCO also “puts it beyond doubt that the gestational mother is to be regarded in law as the mother for all purposes”, to the effect that “the other woman is not to be regarded in law as not being the mother for any purpose.”

However, in taking into account English case law on the difference between natural and legal parents, the Court noted that there should be an “open mind on the definition of “parent” as societal norm and medical technology may change to enable people who could not be parents in the past now become able” and it should be “astute to the changing world where people build families in different manners other than through a married or heterosexual relationship.”

The Court also recognised that refusing to regard R as K’s parent would contradict the legislative purposes of the PCO, being “(1) To reduce legal disabilities associated with illegitimacy; (2) To provide equality at law for all children and to protect them against discrimination regardless of their parents’ marital status; and (3) To give effect to [Articles 20 and 22 of BOR]”. If the Court were to refuse the declaration, K would remain an illegitimate child of R and his birth would be discriminated against on the basis that “unlike other children, he does not have a co-parent, genetically linked to him, because R is another female and because of the sexual orientation of B and R“. The Court viewed this result to be absurd, as under the current state of the PCO, “the Legislature would rather presume a man who did not provide the sperms to be the father of a child born within wedlock [section 5(1) of the PCO], than to accept someone who is genetically linked to the child and psychologically and socially his parent to be the parent”.  

However, the Honourable Madam Justice Au-Yeung noted that it was the Court’s role to interpret as opposed to legislate. Whilst she had “every sympathy” for children who are in a similar situation, the Judge held that “the lacuna in legislation has to be filled by the Legislature”, and doing the best she could, she could only hold R to be a parent at common law.

Conclusion

Although further steps by the Legislature are necessary for formal recognition, this landmark judgment is a small but certain step towards the recognition of parental rights of a genetic mother where the child is born to a lesbian couple, and more generally, the parental rights of same sex couples.

As a matter of Hong Kong law, same sex marriages and civil unions are not recognised in Hong Kong. Whilst there are some limited legal rights afforded to same sex couples following several court decisions, at present, an unmarried mother cannot make an application under the Guardianship of Minors Ordinance (Cap. 13) for parental rights. It is therefore respectfully submitted that an amendment made for unmarried mothers should be rightfully identified as per the current societal norms.

Stephen Peaker has been the Partner heading up the Family Law Department at OLN since 2000, and is a Fellow of the International Academy of Family Lawyers (“IAFL”) and the former Vice Chairman of the Hong Kong Family Law Association (“FLA”). Stephen has been instructed on many leading cases in the areas of family law and trusts law. He also advises extensively in respect of trusts and wills, wealth protection and tax planning. Stephen is highly recommended by Chambers and Partners as a leading lawyer in Family / Matrimonial (International firms) in Chambers Greater China Region Guide 2023.

Yvonne Kong is a Partner in OLN’s Family Law Department, and has extensive experience in advising same sex couples on the legalities and formal documents necessary to ensure the non-gestational parent maintains his/her rights over the child, as well as providing specialist advice to fit the unique facts and circumstances of each case.

Lauren Ng is an Associate in OLN’s Family Law Department, and has worked on matters including divorce, children, ancillary relief and prenuptial agreements.

Phoenix Chan is an Associate in OLN’s Family Law Department, with experience in divorce, children and ancillary relief matters.

*This article is provided for information purposes only and does not constitute legal advice. Please seek professional legal advice before acting on the contents herein.

Filed Under: 家事法, 最新消息 Tagged With: Parental rights, Same-sex couple

Compulsory Sale Litigation in Hong Kong: Process and Practical Tips

September 15, 2023 by OLN Marketing

In the fast-evolving landscape of Hong Kong’s real estate market, compulsory sale litigation stands as a crucial legal recourse, striking a balance between private property rights and the broader public interest. This legal process is governed by the Land (Compulsory Sale for Redevelopment) Ordinance and plays a pivotal role in facilitating urban redevelopment and addressing housing needs. In this article, we delve into the stages of compulsory sale litigation process in Hong Kong, shedding light on the procedures and implications, as well as practical tips for applicant and respondent teams.

What is the compulsory sale litigation process?

In general, the compulsory sale litigation process is akin to ordinary civil litigation, but with a strong focus on surveying expert evidence. In addition, respondents collaborate as a team with a coordinator, and their factual witnesses are usually not heavily challenged at trial. Site inspections of the subject lot occur during the first two days of trial. A significant portion of legal fees is allocated to expert fees (and counsel’s fees), and respondents generally receive costs if they successfully defend against the compulsory sale.

What are the main stages of compulsory sale litigation process?
1. Applicant Makes Offer

The Applicant is required to issue a pre-action offer letter to all remaining minority owners for acquiring their property.  The offered sum is normally based on the Applicant’s valuation expert report, and the valuation assessment will typically be provided together with the offer letter (but not the entire report).

2. Filing LDCS Application (Form 32)

If the minority owners refuse to accept the Applicant’s pre-action offer, Applicant would file a Notice of Application (Form 32) with the Lands Tribunal to commence the compulsory sales procedure and, inter alia, the full valuation report will be disclosed.  Mediation Certificate and Mediation Notice are normally served at the same time.

3. Filing Opposition (Form 33)

If minority owners choose not to accept the Applicant’s offer, they have to file a Notice of Opposition (Form 33) within 21 days.

The contents of the notice would set out the issues in dispute, including: –

  • Valuation;
  • Age and state of repair;
  • Reasonable step to acquire; and/or
  • No fair and reasonable offers made to minority owners.
4. Case Management Hearings

After filing of notice of opposition, Applicant may file an Application to List for Call-over Hearing. Applicant would: –

  • confirm with the Lands Tribunal as to service of roles
  • report the mediation progress with each Respondent
  • propose a set of case management directions

Proposed directions would include: –

  • Mediation
  • Respondents to agree to a single joint valuation expert
  • If state of repair is challenged, agreeing appointment of Building Condition Expert and Structural Engineering Expert
  • Exchange of witness statements and expert reports
  • Filing of rebuttal reports
  • Filing of updated Valuation Report

For Respondents, Lands Tribunal would appoint one party as the Coordinator. The Coordinator’s work will include: –

  • Liaising with experts;
  • Arranging inspection of respective Respondents’ flats;
  • Reporting case progress; and
  • Collection and payment of expert fees.
5. Pre-Trial Review Hearing

A Pre-Trial Review Hearing may be ordered to deal with: –

  • To confirm whether there are legal issues to be argued;
  • Usual trial preparation direction; and
  • Filing of updated valuation expert report on Redevelopment Value (RDV).

At this step, the Respondents may consider engaging joint Counsel.

6. Trial

If only valuation expert’s evidence is challenged, the case will be heard only by a Member (a qualified surveyor).  However, if legal issues are to be argued, the case will be heard by a Presiding Officer and a Member.  During the initial stages of the trial, typically the first or second day, the court may arrange a site inspection of the subject development, although not all individual flats may be inspected.  In most cases, witnesses as to facts (Respondents) will not be called for examination.  Instead, the examination predominantly centers around expert evidence and is highly technical.

7. Post-Trial

When a judgment is handed down, the Court would order: –

  • Whether there is an order for sale, and if so, what is the reserve price;
  • Appointment of trustees to conduct the sale; and
  • Costs.

The questions that minority owners would certainly ask: –

  • How much they will get after auction?

Put it very simply, the applied formula can be understood as follows: –

EUV of own unitXReserve Price=Owner’s entitlement
EUV of all units
  • When will be the auction?
  • When will they get the money?

Practical Tips for Managing Compulsory Sale Litigation Cases
For Applicant Teams:

  1. Prepare for Respondents’ Emotions – anticipate that Respondents might be upset and frustrated about the compulsory sale.
  2. Efficiently Acquire Minority Flats – strategize for the acquisition of minority flats to reach the required threshold for compulsory sale.
  3. Stay Updated on Market Trends – continuously monitor market trends and property values. Stay informed about current offers and potential counter-offers to anticipate Respondents’ negotiation positions.

For Respondent Teams:

  1. Expect Emotional Clients – be prepared to deal with clients who may be upset or distressed due to the compulsory sale.
  2. Property Maintenance – maintain your property in good repair and condition throughout the litigation process. A well-maintained property can positively impact valuation and negotiations.
  3. Rented Property – include a clause that addresses early termination or termination after judgment.
  4. Review Offers Continuously – act reasonably by consistently reviewing and assessing offers from the Applicant.
  5. Base your decisions on expert evidence to support your position.
  6. Collaborate with Surveying Experts – work closely with surveying experts to understand the variables and comparables used in property valuation.
  7. Explore the option of engaging legal counsel jointly
  8. Financial Preparedness – ensure you have sufficient funds available to cover legal expenses, expert fees, and any potential compensation.
  9. Document All Actions – keep meticulous records of all work done, correspondence, and negotiations.

Additionally, consider potential conflicts of interests, such as distinctions between commercial and residential use or the valuation of unauthorized building works. To address these conflicts effectively, consider obtaining separate legal representation and subjecting valuation experts to examination during the trial.

Disclaimer: This article is for reference only.  Nothing herein shall be construed as legal advice, whether generally or for any specific person. Oldham, Li & Nie shall not be held liable for any loss and/or damage incurred by any person acting as a result of the materials contained in this article.

Filed Under: 爭議解決, 最新消息 Tagged With: Litigation, Dispute Resolution, Compulsory sale

香港居民在中國內地遺產的繼承

September 15, 2023 by OLN Marketing

導言

香港居民在中國內地(簡稱:內地)購置財產或開立銀行戶口的情況相當普遍。由於香港和內地的法律制度不同,香港居民有時可能會擔心,在他們過世後如何將這些財產遺贈予家人或摯愛。

在本文中,我們將研究三種不同假設情境,並對內地可能影響遺產繼承的一些相關法律條文展開討論,從而探討繼承內地遺產的問題。

死者內地遺產的繼承

在處理跨境遺產繼承時,必須了解繼承程序受哪個國家/地區的法律管限,而這視乎資產類型而定。遺產的資產類型主要有兩種:不動產(即物業、土地)和動產(即金錢、個人財物)。通常,不動產繼承適用資產所在地法律,動產繼承則適用死者身故時的居籍所在地法律。

情境1:死者在香港已立處理內地遺產的遺囑

倘若死者在香港已立處理內地不動產的遺囑,則在死者過世後,該不動產的繼承適用内地繼承法。根據內地繼承法律,在死者遺囑有效的情況下,遺囑執行人(一經確認)將負責依照遺囑分配死者的遺產。

然而,倘若該資產是動產,且立遺囑人身故時以香港為居籍,則其繼承適用香港繼承法。根據香港法律,在遺囑有效的情況下,獲委任(或在最後一份遺囑中被指名)的遺囑執行人必須向香港遺產承辦處申請該遺囑的遺囑認證書。成功取得遺囑認證書後,遺囑執行人便可依照遺囑分配死者的遺產。

情境2:死者在香港未立遺囑但在內地留下資產

倘若死者未立遺囑(即無遺囑而去世)並在內地留下不動產,則在其過世後,這些遺產的繼承適用內地繼承法律。繼承順序受新《中華人民共和國民法典》第六編管限,該新《民法典》規定第一順序繼承人包括配偶、子女、父母,第二順序繼承人包括兄弟姊妹、祖父母、外祖父母。繼承開始後,由第一順序繼承人繼承,第二順序繼承人不繼承;沒有第一順序繼承人繼承,則由第二順序繼承人繼承。同一順序繼承人繼承遺產的份額,一般應當均等。繼承人間協商同意後,亦可不均等。

倘若死者在內地留有動產,且立遺囑人身故時以香港為居籍,則這些遺產的繼承適用香港繼承法。一般而言,根據《無爭議遺囑認證規則》(香港法例第10A章)第21條,有權申請遺產管理書的人士之優先次序如下:

  1. 死者的配偶;
  2. 死者的子女;
  3. 死者的父親或母親;
  4. 死者的兄弟姊妹,或死者的任何已故兄弟姊妹的子女。

遺產管理書發出後,該人士將成為遺產管理人,負責履行遺產管理人的職責,包括按照《無遺囑者遺產條例》規定的優先次序分配死者的遺產。

內地的無遺囑繼承順序與香港略有不同。相較之下,在香港,死者的父母繼承死者的遺產要比在內地難得多,因為只有當死者沒有子女且配偶(若有)已分配到其應得份額後還有剩餘資產時,死者的父母方有可能繼承死者的遺產。

情境3:死者在香港和內地均已立處理特定內地資產的遺囑

對於在兩個不同國家/地區訂立遺囑,並沒有任何限制。然而,倘若兩份遺囑之間存在衝突,事情可能會變得複雜。倘若兩份遺囑之間存在任何衝突(如對於同一內地資產的繼承,兩份遺囑作出不同指示),則根據內地繼承法第一千一百四十二條,已立數份遺囑,但內容相衝突,則以最後的遺囑为準。例如,倘若死者在香港和內地均已立一份遺囑,在處理同一內地資產作出相互衝突的指示時,應以哪一份遺囑为準?這視乎每份遺囑的訂立時間而定。最遲訂立的有效遺囑將取代另一份遺囑,並以其为準。請注意,倘若兩份遺囑適用的法律不同,那麼上述規則有可能不適用,建議閣下就此類情況尋求進一步法律意見。

可能會影響内地遺產繼承的法律條文

內地的一些法定條文或可能影響遺產繼承的程序。《婚姻法》便是其中之一。

經對《中華人民共和國婚姻法》第四十一條簡單解讀可知,倘若夫妻在婚姻關係存續期間招致債務,則離婚時應由夫妻雙方共同償還。倘若夫妻共同財產不足清償且雙方未能協議清償,則由法院判決。

免責聲明:本文僅供參考。本文中的任何內容均不應被解釋為法律意見,無論是一般性的還是針對任何特定人士的。高李嚴律師行對任何人因本文所載資料而行動所造成的任何損失和/或損害不承擔任何責任。

Filed Under: 私人客戶 – 遺產規劃和遺囑認證, 最新消息 Tagged With: inheritance, mainland china, succession

Oldham, Li & Nie is Once Again Recognised by ITR World Tax in the newly published 2024 edition

September 13, 2023 by OLN Marketing

Oldham, Li & Nie was selected as one of the leading tax law firms in Hong Kong in Private Client and General Corporate Tax categories by ITR WorldTax 2024.

In addition to Tier 1 ranking in Private Client and Tier 3 ranking in General Corporate Tax, our Partner and Head of our Tax & Private Client practice,  Anna Chan is recognised as a Highly Regarded Practitioner for her outstanding work on Private Client and Tax Controversy.

Anna Chan’s profile in ITR World Tax Guide 2024

About ITR (International Tax Review) World Tax

ITR World Tax guide, a yearly publication by Delinian, serves as a resource for tax professionals seeking specialized advice. The guide assesses the level of tax expertise available in different jurisdictions, providing a comprehensive overview of the tax advice market and classification of professional services, law firms and other tax advice providers, as well as individual practitioners.

Filed Under: Oln, 最新消息, 私人客戶 – 遺產規劃和遺囑認證, 稅務諮詢部 Tagged With: Private Client, Tax Advisory, International Tax, Tax Controversy, World Tax, Tax Lawyer

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