Skilled Guidance For Family Wealth Transfers

Protecting your property and passing it on to your heirs requires careful planning. This is especially true if foreign assets are involved.

At the Law Offices of Connie Yi, PC, we provide comprehensive estate planning, trust administration, probate advice and counsel. We also provide tax planning advice and help individuals with offshore or foreign accounts come into compliance with U.S. tax laws while avoiding civil and criminal liability.

In addition to being an attorney, Connie Yi is also a licensed certified public accountant (CPA). Her depth of experience with tax and international estate issues can help you identify the most effective way to protect your personal wealth and share it efficiently with those you choose.

Bringing Our Insights To Bear On Your Challenges

Before becoming an attorney and opening her firm in 2003, Connie Yi trained as a CPA and spent more than 20 years working in the financial industry. This enables her to provide a level of insight that guides you toward effective solutions to tax issues and estate planning opportunities.

By combining tax law with estate planning and administration, we provide comprehensive advice and counsel to individuals wishing to preserve their assets while lowering their current and future tax liabilities. Our probate and estate administration services are capably led by Bobby Y. Lydon-Lam.

For more information about our backgrounds and qualifications, please refer to our biographies linked below.

For assistance with estate planning, probate, trust administration, tax planning and offshore account compliance, call our law office at 888-312-6978 to schedule a consultation with an experienced lawyer. Or, if you prefer, complete our online form.

Connie Yi speaks fluent Mandarin and Cantonese. We have offices in Pleasanton and three other locations to serve you.