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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Trust Administration

Trust administrations are notoriously demanding and complex. They often add to the stress inherent in dealing with the loss of a loved one and managing family dynamics. Jacqueline Yu has the skills and legal expertise to guide you at every step of the way.

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Trust administration is the process of identifying and collecting the trust’s assets, satisfying debts and tax obligations of the decedent, creating continuing trusts for the surviving spouse, descendants and other loved ones, distributing remaining assets to the appropriate remainder beneficiaries, and terminating the trust after all of the trust’s assets have been distributed.

With extensive experience in trust administration, tax compliance, accounting, and family governance, Jacqueline Yu helps trustees fulfill their fiduciary obligations under California law.

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Ms. Yu is focused on providing her clients with holistic, solution-focused legal services that effectively protect their rights and interests. Among other types of trust administration issues, she has experience assisting clients with:

  • Advising on notifying beneficiaries and government agencies, tax reporting, trust accounting, asset allocation, the protection and distribution of assets, and the general duties of fiduciaries under California law.
  • Analyzing the estate and income tax consequences related to asset allocation, trust funding and distributions.
  • Modifying irrevocable trusts.
  • Advising trustees on the administration of estates of foreign persons who owned assets situated in the United States.
  • Finding out-of-court solutions to resolve disagreements among beneficiaries.
Practice area highlights
  • Advising trustees on the administration of estates of foreign persons who owned assets situated in the United States.
  • Analyzing the estate and income tax consequences related to asset allocation, trust funding and distributions.