Law Offices of Connie Yi, PC - estate planning
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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.

Bay Area Estate And Tax Planning Law Firm
Estate Planning
Trust Administration and probate
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Skilled Guidance For Family Wealth Transfers

Protecting your property and passing it on to your heirs requires careful planning. This is especially true if foreign assets are involved.

At the Law Offices of Connie Yi, PC, we provide comprehensive estate planning, trust administration, probate advice and counsel. We also provide tax planning advice and help individuals with offshore or foreign accounts come into compliance with U.S. tax laws while avoiding civil and criminal liability.

Connie Yi’s depth of experience with tax and international estate issues can help you identify the most effective way to protect your personal wealth and share it efficiently with those you choose.

Bringing Our Insights To Bear On Your Challenges

Before becoming an attorney and opening her firm in 2003, Connie Yi spent more than 20 years working in the financial industry. This enables her to provide a level of insight that guides you toward effective solutions to tax issues and estate planning opportunities.

By combining tax law with estate planning and administration, we provide comprehensive advice and counsel to individuals wishing to preserve their assets while lowering their current and future tax liabilities. Our probate and estate administration services are capably led by Bobby Y. Lydon-Lam.

For more information about our backgrounds and qualifications, please refer to our biographies linked below.

For assistance with estate planning, probate, trust administration, tax planning and offshore account compliance, call our law office at 888-312-6978 to schedule a consultation with an experienced lawyer. Or, if you prefer, complete our online form.

Connie Yi speaks fluent Mandarin and Cantonese. We have offices in Pleasanton and three other locations to serve you.

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