Advanced Estate Planning Tools & Techniques

Jacqueline Yu has extensive experience helping clients create an array of comprehensive, personalized wealth and estate plans, no matter the circumstance.

Practice Area Highlight:

International estate planning, including planning for foreign persons who have U.S. situs assets and planning for families with mixed citizenship and residency status and/or ownership of assets in multiple jurisdictions.
Planning for LGBTQ couples, blended families, and other non-traditional families.

Jacqueline Yu will help you and your partners craft a plan that effectively protects your business now and ensures an orderly transition in the future.

Practice Area Highlight:

Implemented transfer of minority interests in a family-owned limited liability company valued at $40 million using strategies to minimize tax consequences.
Designed a trust to help a business executive transfer $10 million in shares of his company to children, without incurring estate or gift taxes.

Administering an estate is a complicated, time-intensive process. There are many pitfalls to avoid. Jacqueline helps clients navigate estate administration—with a focus on efficiency, clarity, and legal protection.

Practice Area Highlight:

Ms. Yu has unique experience advising trustees and personal representatives with complex international estates.
Ms. Yu emphasizes the minimization of risk and conflict between trustees, beneficiaries, and grantors.

Jacqueline D. Yu provides Southern California-based estate planning services with an international focus.

Some regions in which we have worked:

Singapore
Philippines
United Kingdom
Canada

Jacqueline Yu was invited to present on Advanced Estate Planning Tools and Techniques with host Kevin Bemel at The Way to Wow Podcast.

Listen in as Jacqueline discusses advanced estate planning strategies and maximizing state tax exemption amounts through Spousal Lifetime Access Trusts (SLATs), and Intentionally Defective Grantor Trusts (IDGT).

Learn more about Jacqueline’s estate planning expertise.

Advanced Estate Planning Podcast

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