Law Offices Of Connie Yi, PC
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.

Bay Area Estate And Tax Planning Law Firm
Estate Planning
Trust Administration and probate

Get
Started

  1. You are here: Home
  2.  » 
  3. Person
  4.  » Connie Yi

Connie Yi

profile

Location:

Pleasanton, CA

Phone:

Email:

SL-badge
For 13 consecutive years, Connie Yi’s mission has been to provide the highest level of estate planning for more than 2,000 families she has served. That’s why Connie recently joined the elite 3% of attorneys who are Certified Specialists in Estate Planning, Trust, Estate and Probate Law by the California State Bar.

As a Certified Public Accountant licensed in California, Connie provides her clients the dual benefit of professional legal representation while ensuring maximum tax advantages.

With a Bachelor of Business Administration in accounting from Iowa State University and a Jurisprudence Degree from Indiana University at Indianapolis, Connie is a licensed Certified Public Accountant (“CPA”) and attorney. Prior to law school, she gained invaluable experience by working at Ernest & Young LLP.

To best serve every client’s needs, Connie’s core mission is to never stop learning and growing as both an Estate Planning Attorney and CPA. She is proud to be affiliated with several professional organizations, including: Tax Section of the American Bar Association (ABA), Tax and Estate Planning Committee – American Academy of Attorney-Certified Public Accountants, and Lead Counsel Rating specialized in Estate Planning. In addition, Connie is an active member of her hometown Pleasanton Chamber of Commerce and Castlewood Country Club.

Born in China, Connie has been a US resident since age 14. To best serve her many Asian clients, she speaks fluent Mandarin, Cantonese and English. When she’s not helping families with guardianship matters or trust administration, Connie enjoys spending time with her young daughter, Isabella, as well as golfing and enjoying delicious cuisine.

By employing the perfect mix of compassion, integrity and diligence, Connie Yi continuously earns the trust and respect of her many loyal clients.

Areas of Practice

  • Estate Planning
  • Probate & Estate Administration
  • Tax Law
  • Trusts
  • Wills
  • Offshore Assets Tax Reporting
  • Business Law

Certified Legal Specialties

  • State Bar of California Board of Legal Specialization in Estate Planning, Trust, Estate & Probate Law

Bar Admissions

  • California, 2003
  • Indiana, 2004

Recent Blog Post

The executor’s duties when protecting your estate

After writing a will, one of the next steps is to name the executor of an estate in California. This person is placed in a high position of trust and assigned a list of sole responsibilities to fulfill. The estate executor has a good number of tasks that starts with...

What does an estate executor do?

You've heard it said that we can't "take it with us" when we pass away. This means we'll likely leave behind lots of documents, financial obligations, or possessions for loved ones to take care of when we die. When you assign someone in your family to take care of...

How to avoid common estate planning mistakes

Although many Californians tend to put it off, estate planning is one of the most important things you need to do during your lifetime. This task is even more crucial as you get older. As most people are inexperienced with the process, they can easily make mistakes....

View More Blog Posts