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].com 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.  » The Difference We Make

How We Use Our Strengths To Benefit You

I whyacpamakesadifference

Tax law and estate matters have all sorts of complexities. Hiring an experienced attorney therefore makes so much sense.

At the Law Offices of Connie Yi, PC, we feature such an attorney, namely Connie Yi. Yet that isn’t the only strength that we have to offer. We focus much of our practice on serving clients with complicated issues involving foreign accounts and asset transfers.

Customized Assistance With Complex Foreign Asset Issues

After working nearly 10 years at one of the “Big Four” public accounting firms, Connie Yi decided to open her law firm in 2003. For nearly 15 years, she has been developing a comprehensive estate planning and tax practice that also encompasses probate and estate administration and addresses foreign account issues effectively.

  • Estate planning — We can assist you with drafting customized wills and trusts that consider income, estate and gift tax liabilities before and after the new laws take effect. We will also provide support in filing the proper tax, trust and estate returns after your estate plan is established.
  • Tax law — Connie Yi can help you take care of all types of tax issues, including those involving offshore accounts and asset transfers.
  • Estate administration and probate — Led by Bobby Y. Lydon-Lam, our estate administration practice helps clients effectively resolve property transfers after death.

Taking Action

For one-stop business and tax law services in San Francisco, contact me for consultation. For your convenience, I maintain four accessible locations in the Bay Area with parking and accept all major credit cards. In addition, I speak fluent Mandarin and Cantonese. Evening and weekend appointments are available.

Recent Blog Post

What are reasonable fees to charge as a trustee in California?

When implementing an estate plan in California, it is essential to ensure that you receive the proper compensation for the amount of time and work you are putting in. The probate court will look through the amount you charge to see if it is reasonable, especially if...

What to know about life insurance trusts

California families have an exemption for their estate that keeps it from being subject to income taxes. However, above that $11.7 million, the estate tax bill could get large. This is why they need to take measures to reduce the size of their taxable estate. Life...

Are estate taxes headed for changes?

Not every inheritance involves paying estate taxes, but some estates rise above the federal exclusion amount. California residents that feel familiar with state and federal tax rules might not realize changes could happen. Namely, proposals intended to raise tax...

View More Blog Posts