Pleasanton Gift and Estate Tax Lawyer

During the probate and trust administration process, those tasked with the role of personal representative to the estate or trustee must fulfill a multitude of responsibilities. Among these duties is the requirement that estate and gift tax returns be filed with the state and federal taxing authorities.

At the Law Offices of Connie Yi, PC, I make this process easier by offering full-service assistance during the probate and trust administration process.

Located in Alameda County, I — attorney Connie Yi — represent individuals throughout the Bay Area. I have four offices located conveniently throughout the Bay Area in Pleasanton, San Francisco, San Mateo and Sunnyvale.

Gift And Estate Tax Law Firm In Redwood City

As an attorney, I guide individuals through the probate and trust administration process in the most efficient manner possible. I also help personal representatives and trustees discharge all of their duties under the law and avoid personal liability. In addition, I prepare and file Form 706 estate and Form 709 gift tax returns.

Because I offer a one-stop shop for all of your probate and trust administration needs, I am able to make the entire process more efficient.

In addition to being an attorney I am also a licensed certified public accountant (CPA). With more than 20 years of experience in the financial sector and more than 10 years of tax law experience, I am acutely aware of the nuances of gift and estate tax returns and will accurately prepare your returns to ensure you are in compliance with both state and federal tax laws.

Contact An Experienced Attorney And CPA

Contact the Law Offices of Connie Yi, PC, for help during the entire probate and trust administration process. As an experienced tax law attorney and CPA I will assist you during every stage of the administration process, including preparing and filing the necessary gift and estate tax returns. Call me, Alameda County lawyer Connie Yi, today at 888-312-6978 to schedule a consultation. I speak fluent Mandarin and Cantonese.