Attorney Connie Yi: Helping trustees and beneficiaries ensure trusts are administered appropriately. Attorney Connie Yi: Helping personal representatives navigate the complexities of the probate process. Attorney Connie Yi: Helping clients report their offshore accounts and avoid steep IRS penalties.
Protecting your family's wealth and transferring it in accordance with your wishes is a powerful human desire. But the U.S. legal system is very complicated, with many formalities and traps for the unwary. I am attorney Connie Yi. At my Bay Area law firm, the Law Offices of Connie Yi, PC, I help people meet their goals through effective planning and administration of estate and tax matters.
Protecting your family's wealth and transferring it in accordance with your wishes is a powerful human desire. But the U.S. legal system is very complicated, with many formalities and traps for the unwary. I am attorney Connie Yi. At my Bay Area law firm, the Law Offices of Connie Yi, PC, I help people meet their goals through effective planning and administration of estate and tax matters.
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At the Law Offices of Connie Yi, PC, we provide comprehensive estate planning, trust administration, probate advice and counsel. We also provide tax planning advice and help individuals with offshore or foreign accounts come into compliance with U.S. tax laws while avoiding civil and criminal liability.
The Difference We Make
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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. After working nearly 10 years at one of the "Big Four" public accounting firms, Connie Yi decided to open her law firm in 2003.
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If you've been blessed with significant wealth, it's perfectly human to want to share that success with your family or others you choose. The legal system in America, however, does not only have opportunities to accomplish that. It also has pitfalls that must be avoided.
At the Law Offices of Connie Yi, PC, our lawyers have the knowledge and focused experience to guide you effectively in identifying options and making decisions that makes sense for your situation.Here are some questions to consider as you get started. For high net worth clients, estate taxes can really take up a lot.
At the Law Offices of Connie Yi, PC, our lawyers have the knowledge and focused experience to guide you effectively in identifying options and making decisions that makes sense for your situation.Here are some questions to consider as you get started. For high net worth clients, estate taxes can really take up a lot.
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At Law Offices of Connie Yi, PC, we believe in educating clients on their options so they can make the best choices for their families. Everything you need to begin your wealth transfer and estate planning is right here. We encourage you to watch the videos below, and prepare for your appointment using the provided educational documents.
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At the Law Offices of Connie Yi, PC, I help individuals throughout the Bay Area preserve their assets, protect their families and lower their current and future tax liabilities. If you need assistance developing a comprehensive estate plan, help navigating the trust administration or probate process, or are involved in a legal dispute, I - attorney Connie Yi - help.
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