Jump to Navigation
Estate Planning, Wills & Trusts

Pleasanton, California, Estate Planning, Real Estate and Tax Attorney

Bay Area Licensed Attorney and CPA at Your Service

Where do you turn for help with legal problems? This may be the first time you have needed to consult an attorney. If you are like many people searching for a lawyer in the San Francisco, California, area, you may not know what questions to ask or even what kind of help you need. Allow me to put your mind at ease. Whether you are looking to establish an estate plan, are facing complex tax issues, are starting a business or have questions about a real estate transaction, contact me to discuss your legal concerns in an initial consultation.

Serving as your family's legal advisor

I am attorney Connie Yi. My Bay Area firm offers a complete range of legal services for individuals, families and business owners seeking solutions to their issues concerning federal and state tax law, probate decisions and estate planning. As a licensed attorney, as well as a licensed certified public accountant (CPA), I am proud to take my level of legal services beyond what most law firms can offer.

Focusing on what matters to you

As a professional, I realize that I can be of greatest benefit to my clients by focusing my practice on the areas of law that matter to them. This is why I have chosen to center my attention on four distinct practice areas :

  • Estate planning : As an experienced Pleasanton, California, estate planning lawyer, I will help you anticipate your estate tax planning needs and see how your decisions today will affect your family and beneficiaries in the future. I place a great deal of focus on providing legal advice for seniors and have the knowledge to advise all clients regarding effective use of trusts and other estate planning strategies.
  • Tax law: I am ready to help you resolve your most complex personal or corporate tax law problems ranging from tax preparation to offshore bank account filing and tax litigation.
  • Corporate tax structure and business law : Make sure your private business is structured to your tax advantage. From startups to restructuring and financial accounting, my office is your single-source law firm and CPA firm.
  • Residential real estate law : When you want to stay in your home or when you need to sell it, I can help you move forward with negotiations while minimizing tax implications. Whether I am assisting you with a strategic foreclosure or short sale, or informing you about loan workouts, I am a skilled and effective San Francisco real estate attorney who is ready to help you plan for a solid financial future.

With my real-world experience and my licenses to practice law, accounting and real estate, I look for the right solutions for your particular circumstances. If there is nothing I can do to help you, I will tell you so.

Contact an experienced and honest San Francisco lawyer

Contact me to schedule a consultation at a one of my four accessible locations in the North Bay, South Bay, East Bay and in the Peninsula. I offer evening and weekend appointments, speak fluent Chinese and accept all major credit cards.