Pleasanton Trust Administration Attorney
San Francisco Bay Area Estate Planning Lawyer
If you have been named as the trustee of a trust account, you may be wondering what your legal responsibilities are. Trusts can be complex. Getting legal help from a professional trust administration attorney will provide a level of confidence about your duties as well as save you time, money and energy.
Extensive tax law and estate planning experience
At the Law Offices of Connie Yi, P.C., in Pleasanton, California, I am ready to help you with all of your trust administration needs. Proper trust administration requires extensive knowledge of tax codes and estate tax law. In addition to being a qualified probate law attorney, I hold a CPA license and have seven years of experience in a Big Four public accounting firm.
I can help you with all of your charitable giving and estate planning needs
Call me toll-free at (888) 312-6978 or e-mail to learn more about my trust administration services. My main office is located in Pleasanton, California and I have three additional convenient meeting locations throughout the San Francisco Bay Area to serve you better.
My firm offers a full range of trustee representation services, including:
- Managing the assets of your trust on a daily basis, and for your beneficiaries upon your death
- Assisting you with your family's estate planning needs, relative to tax strategies and consequences
- Purchase and sales of assets on behalf of the trust
- Paying the debts of the trust
- IRS tax examinations, audits, tax litigation on behalf of the trust
- Filing tax returns maintaining accurate trust records
- Distributing assets from trusts
- Assessing risk tolerance of investments
Protecting your wealth. Meeting your objectives.
Trusts are established with specific financial and tax objectives in mind. At my firm, you get the benefits of an experienced attorney AND a licensed CPA working to ensure that your high standards will be met. My firm is not a large trust management corporation. You will work directly with me and receive professional, reliable and responsive legal and accounting services that meet your needs.
Reliable, responsive, knowledgeable probate law services
Contact me to discuss your long-term goals and trust management needs. I will ensure that your trust is professionally administered and responsibly managed according to your specific requirements. You can call me toll-free at (888) 312-6978 or e-mail me to set up a consultation.