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.  » 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

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