Jacqueline Yu has extensive experience helping clients create an array of comprehensive, personalized wealth and legacy 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
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Seek comprehensive guidance through the trust administration process.

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Modernizing Estate Planning, Business Succession Planning and Trust Administrations – There is a Clearer and Better Way.

Jacqueline Yu combines technical skills, legal expertise, creativity, and interpersonal communication to build a plan that protects and preserves your financial interests, provides for you and your loved ones, and establishes a lasting legacy for future generations. With extensive experience in asset allocation, tax, and family governance, Jacqueline Yu offers the comprehensive guidance you need to navigate through each step of the trust administration process.

About Jacqueline Yu
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Contact us today to set up your fully confidential, no-obligation consultation.

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Legacy Planning

Jacqueline Yu has extensive experience helping her clients create a comprehensive legacy plan, no matter the circumstance.

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Business Succession Planning

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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Trust Administration

Administering a trust is a complicated, time-intensive process. Jacqueline Yu helps her clients navigate the trust administration process with a focus on minimizing risk and conflict and setting out a plan to complete the administration with efficiency, clarity, and legal protection.

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