Connie Yi

Connie Yi

Location:
Pleasanton, California
Phone:
888-312-6978 (Toll Free)
Email:
For 13 consecutive years, Connie Yi’s mission has been to provide the highest level of estate planning for more than 2,000 families she has served. That’s why Connie recently joined the elite 3% of attorneys who are Certified Specialists in Estate Planning, Trust, Estate and Probate Law by the California State Bar.

As a Certified Public Accountant licensed in California, Connie provides her clients the dual benefit of professional legal representation while ensuring maximum tax advantages.

With a Bachelor of Business Administration in accounting from Iowa State University and a Jurisprudence Degree from Indiana University at Indianapolis, Connie is a licensed Certified Public Accountant (“CPA”) and attorney. Prior to law school, she gained invaluable experience by working at Ernest & Young LLP.

To best serve every client’s needs, Connie’s core mission is to never stop learning and growing as both an Estate Planning Attorney and CPA. She is proud to be affiliated with several professional organizations, including: Tax Section of the American Bar Association (ABA), Tax and Estate Planning Committee – American Academy of Attorney-Certified Public Accountants, and Lead Counsel Rating specialized in Estate Planning. In addition, Connie is an active member of her hometown Pleasanton Chamber of Commerce and Castlewood Country Club.

Born in China, Connie has been a US resident since age 14. To best serve her many Asian clients, she speaks fluent Mandarin, Cantonese and English. When she’s not helping families with guardianship matters or trust administration, Connie enjoys spending time with her young daughter, Isabella, as well as golfing and enjoying delicious cuisine.

By employing the perfect mix of compassion, integrity and diligence, Connie Yi continuously earns the trust and respect of her many loyal clients.

Areas of Practice

  • Estate Planning
  • Probate & Estate Administration
  • Tax Law
  • Trusts
  • Wills
  • Offshore Assets Tax Reporting
  • Business Law

Certified Legal Specialties

  • State Bar of California Board of Legal Specialization in Estate Planning, Trust, Estate & Probate Law

Bar Admissions

  • California, 2003
  • Indiana, 2004