Law Offices of Connie Yi, PC - estate planning
Tell Us About Your Case

For the safety of our community, clients and staff, we have suspended all in-person meeting effective March 17, 2020. All consultation meetings will be via Phone or Zoom Video Conferencing. Please contact us at 925-484-0888 or email us directly at [email protected] to schedule the consultation.

Protect Your Property And Your Family

Attorney Connie Yi: Helping generations of Californians plan for the future.

Protecting Assets And Beneficiaries

Attorney Connie Yi: Helping trustees and beneficiaries ensure trusts are administered appropriately.

Representing Clients During Probate Administration

Attorney Connie Yi: Helping personal representatives navigate the complexities of the probate process.

Experienced Tax Law Attorney

Attorney Connie Yi: Providing sound tax law advice to clients throughout the Bay Area for more than 20 years

Offshore Accounts: Coming Into Compliance

Attorney Connie Yi: Helping clients report their offshore accounts and avoid steep IRS penalties.

Banner

Protect Your Property And Your Family

Estate Planning
Trust Administration and probate

Bay Area Estate And Tax Planning Law Firm

Protecting your family’s wealth and transferring it in accordance with your wishes is a powerful human desire. But the U.S. legal system is very complicated, with many formalities and traps for the unwary.

I am attorney Connie Yi. At my Bay Area law firm, the Law Offices of Connie Yi, PC, I help people meet their goals through effective planning and administration of estate and tax matters. This includes helping many international clients with complex issues involving foreign assets and wealth transfers.

Give us a call today to discuss your specific situation in a confidential consultation.

What Sets My Firm Apart

As an attorney, I have the knowledge of estate and tax issues to guide you through the maze of U.S. laws toward a solution that fits your circumstances. My firm has also developed the ability to counsel international clients effectively on foreign accounts and other matters.

Using more than 10 years of experience, I will educate you on the types of trust arrangements and other property distribution options that could benefit you and your family. With that knowledge, you can make an informed decision about how to meet your goals.

Wealth transfers need to be handled with care, especially when foreign assets and individuals are involved. With a proven record of serving clients from China, India, the United Kingdom and many other countries, my firm can help you protect your financial interests and preserve property for future generations. My firm represents clients during every stage of the estate planning process, including the initial creation of the estate plan through trust administration and probate.

Get Started Today

Customized Help With Family Wealth Transfers