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


  1. You are here: Home
  2.  » 
  3. Trust Administration & Probate
  4.  » Trust Administration

Pleasanton Trust Administration Attorney

I trustadministration

San Francisco Bay Area Estate Planning Lawyer

If you have been named as the trustee of a trust account, you may be wondering what your legal responsibilities are. Trusts can be complex. Getting legal help from a professional trust administration attorney will provide a level of confidence about your duties as well as save you time, money and energy.

Extensive tax law and estate planning experience

At the Law Offices of Connie Yi, P.C., in Pleasanton, California, I am ready to help you with all of your trust administration needs. Proper trust administration requires extensive knowledge of tax codes and estate tax law. In addition to being a qualified probate law attorney, I have seven years of experience in a Big Four public accounting firm.

I can help you with all of your charitable giving and estate planning needs

Call me toll-free at 888-312-6978 or e-mail to learn more about my trust administration services. My main office is located in Pleasanton, California and I have three additional convenient meeting locations throughout the San Francisco Bay Area to serve you better.

My firm offers a full range of trustee representation services, including:

  • Managing the assets of your trust on a daily basis, and for your beneficiaries upon your death
  • Assisting you with your family’s estate planning needs, relative to tax strategies and consequences
  • Purchase and sales of assets on behalf of the trust
  • Paying the debts of the trust
  • IRS tax examinations, audits, tax litigation on behalf of the trust
  • Filing tax returns maintaining accurate trust records
  • Distributing assets from trusts
  • Assessing risk tolerance of investments

Protecting your wealth. Meeting your objectives.

Trusts are established with specific financial and tax objectives in mind. At my firm, you get the benefits of an experienced attorney working to ensure that your high standards will be met. My firm is not a large trust management corporation. You will work directly with me and receive professional, reliable and responsive legal and accounting services that meet your needs.

Reliable, responsive, knowledgeable probate law services

Contact me to discuss your long-term goals and trust management needs. I will ensure that your trust is professionally administered and responsibly managed according to your specific requirements. You can call me toll-free at 888-312-6978 or e-mail me to set up a consultation.

Recent Blog Post

Probate and estate administration in California

When someone passes away, concerns arise about handling their estate. Hopefully, the individual informed a personal representative that a last will and testament exists. Writing and signing a legal will is part of the estate and probate equation as the document must...

Considerations for a special needs trust

The key aspects to consider before forming your special needs trust are fiduciary duties and who will perform them. In California, you have a right to set aside funding for the future care of any beneficiary you name. Beneficiaries with disabilities face a threat to...

Using an IDGT: What and why

Trustors use an IDGT to isolate specific trust assets. This is in order to segregate estate tax from income tax. The Intentionally Defective Grantor Trust is a trust used with deliberate and purposeful intent to protect assets. Maximizing next-generation assets IDGTs...

View More Blog Posts