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.
Services
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.
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.
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.
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.
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.
Reviews (20)
Mizz P.
Jun 19, 2021
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W. N.
Jun 15, 2021
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Connie helped us wrote our trust 2 years ago. She has helped us amending to it recently and she's still answering our questions to this day. She always responds right away and she tries to provide as much explanation as possible so we understand more. Her team is also very professional and efficient. I highly recommend her!
Neha S.
May 14, 2021
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Connie was recommended by a lot of Facebook employees. We used Connie for setting up Trust & Guardianship for our kids. She is extremely knowledgeable and helpful at every step of the way. As this process was new to us, Connie took time and was very patient in answering all of our questions. Highly recommend her!
Mark Gillick
Oct 12, 2020
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E. V.
Oct 06, 2020
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We recently worked with Connie and her associates for our estate planning. She is extremely knowledgeable and professional. We worked with her office during shelter in place, and her office took great care to protect both staff and clients. We were able to complete the entire process via video conferencing and a socially distanced notary signing. We received our final documents and instructions in a timely manner. It was obvious that much thought was put into the revised COVID process in order to eliminate delays and accommodate everyone involved. We had all of our questions answered and feel very
Robert M.
Oct 02, 2020
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My wife and I needed to update and materially change our 1990 Living Trust. Based on her outstanding Yelp reviews, we selected Connie as our attorney. We were not disappointed. Having been a practicing attorney myself in California for 30 years followed by approximately 15 years as an administrative law judge, I had lots of experience in evaluating the efficiency and skill sets of thousands of lawyers, as adversaries in the courtroom, as co-counsel and appearing at hearings where I presided. I would rank Connie at the top of the list in efficiency, her knowledge of estate planning law, and her
T. T.
Aug 26, 2020
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My husband and I highly recommend Attorney Connie Li. We selected Connie Yi from a referral list provided through my husband's employer's legal plan. Connie provided exceptional service with our Estate Planning Documents. She is a very organized and efficient. The package includes Trust, Certificate of Trust, Will, Durable Power of Attorney, Advance Health Care Directive, HIPPAA Release and Authorization and Assignment of Property to Revocable Trust. Connie was very patient with us and promptly responded to our questions. My husband and I were new to this process and did not know the
Peggy W.
Aug 13, 2020
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Kaushik R.
Aug 01, 2020
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One of my fried recomended Connie to me, and she was a breeze to work with. She was honest, trust worthy and very responsive. If you have a metlife insurance, then everything is covered, you only need to pay the county for title change (if you own a house). She isn't like other law offices, who try to con you and overcharge you. Get your will and estate planning with her, you will not regret
Santosh G.
Jun 06, 2020
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I was looking to get my living trust and will documents updated as my previous attorney had retired. Connie and team were very efficient, thorough and it was possible for me to get it done with very little time commitment. They answered all my questions and provide detailed instructions at every stage. Also flexible with any additional requests.
Overall - very professional , meticulous and high quality work.
Would definitely work with them on any future legal matters.
Highly Recommend!
Overall - very professional , meticulous and high quality work.
Would definitely work with them on any future legal matters.
Highly Recommend!
Andy W.
Jun 01, 2020
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I needed to set up a living trust and do estate planning for my family. Connie's office helped me to understand how it works from the very beginning given that I have no idea in the related laws.
We signed all the paper works in March and the entire process was very smooth and efficient. I feel very lucky to be able to find Connie as my lawyer.
We signed all the paper works in March and the entire process was very smooth and efficient. I feel very lucky to be able to find Connie as my lawyer.
Tarik O.
Apr 07, 2020
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Connie put together our revocable trust. She was excellent at explaining how it all works, then executing the paperwork expeditiously. It's very reassuring to have someone calm and thorough working with you to simplify what, on the surface at least, might seem like a very complicated task. I absolutely recommend working with Connie wholeheartedly.
Tony Z.
Jan 19, 2020
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Connie helped me draft the Trusts, Wills, Power of Attorneys and HIPAA.
She is very knowledgeable and professional for every documentation.
We had two meetings and she addressed all my questions.
She is very patient and happy to understand my requirements/concerns during the estate planning process.
I recommend her without hesitation if you have estate planning needs.
She is very knowledgeable and professional for every documentation.
We had two meetings and she addressed all my questions.
She is very patient and happy to understand my requirements/concerns during the estate planning process.
I recommend her without hesitation if you have estate planning needs.
Lisa H.
Jan 17, 2020
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Connie Yi has been recommended to me by friends, and luckily she also accepts Hyatt Legal Plan. She helped us draft the Revocable Trusts, Wills, Power of Attorneys and HIPAAs. It was a very smooth and efficient process from the beginning to the end. She is usually fully booked and we had to wait for a month for our first appointment. Because of a schedule change on our part, we could not keep our second appointment and her partner Bobby Lam stepped in to help us with signing all the documents. The Law Office has several convenient locations throughout the Bay Area. We recommend Connie highly, and
Neil Reuben
Dec 31, 2019
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Kelly Y.
Jun 16, 2019
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Connie's been our lawyer for 2 years now, and also has been my mom's lawyer for even longer.
She's been great and was patient while helping us set up our estate plan. It is very complete, comes in a sturdy binder, and now we have peace of mind. 2 years after the fact, we needed an attorney's opinion letter last minute and she was able to provide that for us very quickly!
highly recommended!
She's been great and was patient while helping us set up our estate plan. It is very complete, comes in a sturdy binder, and now we have peace of mind. 2 years after the fact, we needed an attorney's opinion letter last minute and she was able to provide that for us very quickly!
highly recommended!
Frank Y.
May 16, 2019
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We just finished our will and trust with Connie. I contacted few other lawyer before, and Connie is the best. She is very straightforward, responding to my initial email, she quoted me how much I need to pay, how much is covered by Hyatt legal plan (From talks with other lawyers I know what my detailed situation is), and her charges are among the lowest.
There are few times I sent her email around 10pm and every time I got response back within half an hour. I am very amazed at her work attitude.
The face to face appointments are also very easy, we finished our signing less than half an hour although
There are few times I sent her email around 10pm and every time I got response back within half an hour. I am very amazed at her work attitude.
The face to face appointments are also very easy, we finished our signing less than half an hour although
Francis M.
Dec 20, 2018
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We found Connie through my wife's company employee benefits (Hyatt Legal Plans).
She is both a licensed lawyer as well as a CPA. Moreover, she recently joined the elite 3% of attorneys who are Certified Specialists in Estate Planning, Trust, Estate and Probate Law by the California State Bar.
She is very professional, knowledgeable, and organized.
She is both a licensed lawyer as well as a CPA. Moreover, she recently joined the elite 3% of attorneys who are Certified Specialists in Estate Planning, Trust, Estate and Probate Law by the California State Bar.
She is very professional, knowledgeable, and organized.
Tracy L.
Oct 13, 2018
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We just completed our Trust and Wills. I found Connie's process to be efficient, and we were only delayed because I went on vacation and also needed to get an appraisal for our home done for our particular situation. Working with her and Bobby was easy, and they were able to answer my questions to my satisfaction. It was easy to schedule each conference call or in-person meeting at their Pleasanton office with their online system.
Tijanna E.
Mar 29, 2018
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Connie helped me update my estate plan that was prepared by a different attorney. She had to work off of a previous plan that had some similar element as well as differences and she integrated them well and added current language. Her process is simple and efficient, she is very responsive, and explained everything well to this neophyte. Booking was also easy.
Connie was *super* patient with me! I kept having to postpone (RDP, home purchase); she never got agitated or short with me and she remembered my case even though it took about two years for me to complete the process! It would have
Connie was *super* patient with me! I kept having to postpone (RDP, home purchase); she never got agitated or short with me and she remembered my case even though it took about two years for me to complete the process! It would have
