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

Opening Announcement

April 15, 2021 - Insights & Resources

family on beach

We are pleased to announce the opening of The Law Offices of Jacqueline D. Yu located in Beverly Hills, California. A seasoned attorney with more than 14 years of experience, Ms. Yu offers inclusive and comprehensive advanced estate planning, business succession planning, and trust administration guidance, representing individuals, families, and business owners in both domestic and international matters. In this era of globalization, where it is increasingly common for clients to own assets both in the United States and abroad, where families have mixed citizenship and residency status, and where diversity of cultural, religious, and family backgrounds (non-traditional, blended and alike) form the fabric of modern society, Ms. Yu has opened her law firm to provide sophisticated estate, tax, asset protection, and multigenerational planning strategies that address these complexities.

The opening of Ms. Yu’s firm also comes amid drastic alterations to federal retirement legislation and California’s property tax laws, and anticipated significant changes to federal income, gift and estate tax laws. Ms. Yu is poised to offer the level of expertise and clarity that her clients need to navigate through these changes.

Ms. Yu holds a Juris Doctorate degree from Notre Dame Law School, and from UCLA both a Master of Laws degree (Tax and Business Law Specialization) and a Bachelor of Arts degree (Political Science-International Relations Concentration and Asian American Studies-Ethnic Studies). She has worked for some of the most prominent trusts and estates law firms, and one of the top 15 largest accounting firms in the United States.

To learn how Ms. Yu can help you and others, whether they are family members, business partners, and friends, visit www.jacquelineyulaw.com or contact Ms. Yu directly at [email protected] or 310-313-1195.

Jacqueline took on the extensive endeavor of redesigning our family trust, our children’s gift trusts, and the managing of assets as they related to California’s new Proposition 19, in a timely manner. This was no small task and time was not on our side. Her diligence and efforts guaranteed that our properties would not be reassessed and our property taxes would remain the same. – Estate and Tax Planning Client (Los Angeles County, CA, January 2021)