Law Offices Of Connie Yi, PC
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Bay Area Estate And Tax Planning Law Firm
Estate Planning
Trust Administration and probate

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Connie Yi

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Location:

Pleasanton, CA

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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

Have you updated your estate plan?

It takes time to see how daily life is full of opportunities to update your will in California. Below are examples of why or when you need to revise your estate and take control of your assets. Tax laws When tax laws change, estate planning equips you to reduce taxes...

How does an estate planner choose a skilled executor?

During probate, the executor of the estate handles numerous responsibilities on behalf of the deceased. Distributing assets remains a top priority, but this is not the only duty the executor performs. Not everyone realizes that the executive serves as the testator's...

Why is an executor important?

If you live in California and you are thinking about getting a will ready, then you might be curious about the role of the executor. The executor is crucial for settling an estate and picking the right one is important for having the estate settled smoothly. What does...

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