Helping Generations of Californians
Plan For The Future
Attorney Connie Yi: providing sound legal advice to clients throughout the Bay Area for more than 20 years
Customized Help
With Family Wealth Transfers
Estate Planning
Helping personal representatives navigate the complexities of the probate process.
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Trust Administration & Probate
Helping trustees and beneficiaries ensure trusts are administered appropriately.
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Contact us today to talk with a skilled lawyer.
Learn MoreBay 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
I speak fluent Mandarin and Cantonese. Call today at 888-312-6978 to talk with a skilled lawyer. Or, if you prefer, complete a brief online form. My firm has offices in Pleasanton, San Francisco and Cupertino.