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- 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.
- 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.
- 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.
- Singapore
- Philippines
- United Kingdom
- Canada
Jacqueline Yu has extensive experience helping clients create an array of comprehensive, personalized wealth and estate plans, no matter the circumstance.
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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.
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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.
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Jacqueline D. Yu provides Southern California-based estate planning services with an international focus.
Some regions in which we have worked: