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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Thinking Globally, Acting Locally!

Jacqueline Yu provides California-based estate planning, business succession planning, and trust administration services with a global perspective.

Jacqueline Yu can help you with complex, multi-jurisdictional matters.

Estate planning, business succession planning, and trust administrations are complicated, especially when multiple jurisdictions are involved.

Jacqueline Yu has represented clients with global needs. She works with foreign individuals who have assets situated in the United States and/or wish to provide for United States beneficiaries. She also has represented individuals who are United States citizens or residents who own assets abroad or are receiving inheritance from a foreign estate. She has experience working with families who have mixed citizenship and/or residency status.

Ms. Yu has long been active in supporting causes and organizations empowering women, minority, immigrant, and LGBTQ communities and advocating for sustainability-driven innovation. She has been a member of the United Nations Association-National Capital Area in Washington, D.C., and the Los Angeles World Affairs Council and Town Hall. With a deep understanding of the unique challenges that individuals and families with international ties and a diverse background face, Ms. Yu possesses the technical expertise, background and experience to help you best protect and preserve your financial interests worldwide and provide for your loved ones.

Our core values

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Security

An estate plan or business succession plan should provide a true sense of peace, clarity, and stability. Guidance through the trust administration should lay out a clear path to fulfilling one’s fiduciary role.

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Connection

Every client deserves personalized guidance, support, and attention from a trusts and estates lawyer focused on the client’s best interest.

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Compassion

Ms. Yu will represent you and your family with the highest level of care and respect.