Law Offices of Connie Yi, PC - estate planning
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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
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How We Use Our Strengths To Benefit You

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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.

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