Law Offices of Connie Yi, PC

5.0
9 reviews

About

Trusts & Estates AttorneysEstate Planning AttorneyTrusts & Wills AttorneyWills & Probate LawLaw FirmTax AttorneyElder Law AttorneyReal Estate Attorney
Do you seek legal counsel to help you pass on your assets or plan complex tax issues? We can assist you. Our cohesive service can help you establish your legacy for the generations of tomorrow. If you have offshore or foreign accounts, we assist you in regulatory compliance while minimizing your tax penalty. When a loved one passes away, we can guide you through the legal process with compassion and care. With proactive insight, we help you plan for the future today. Reach out to discuss matters further with an attorney.

Details

  • Wheelchair accessible entranceAvailable

Location

Law Offices of Connie Yi, PC
323 Ray Street, Pleasanton, CA
94566, United States

Hours

Reviews

5.0
9 reviews
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  • MK
    Marcia Kellam
    Sep 26, 2024
    5.0
    Great experience.
  • MC
    Marilyn Chelini
    Sep 15, 2024
    5.0
    Connie Yi and her team are exceptional in dealing with complicated issues concerning inheritance and trust issues. All my children were left a lump sum of money by my mother. Children ranging from 33 yo to 13 yo. State of California has many requirements for minors to receive financial inheritance. Connie and her team worked on my 13 yo son's case for over 5 years, from being notified that my son was a named beneficiary to the time he became a legal adult. I am so grateful for the legal representation from the Law Offices of Connie Yi.
  • KT
    Kevin Tsai
    Apr 24, 2023
    5.0
    I recently had the pleasure of working with Connie Yi to revise my living trust, and I am beyond impressed with her professionalism, expertise, and dedication to her clients. From the very beginning, Connie made the process straightforward and stress-free, addressing all of my concerns and ensuring that I fully understood every aspect of the trust. Connie's communicated exceptionally. She was always available to answer any questions I had and provided clear, concise explanations, I often get my reply in minutes during working hours! Her vast knowledge and experience in the legal field were evident throughout our interactions, making me feel confident that my living trust was in good hands. What truly sets Connie apart is her genuine care for her clients. She took the time to get to know me and understand my unique needs, allowing her to provide tailored solutions that best fit my situation. I felt valued and supported throughout the entire process, which is a testament to Connie's commitment to delivering top-notch legal services. I wholeheartedly recommend Connie Yi to anyone seeking assistance with their living trust or any other legal matters. Her professionalism, expertise, and excellent communication skills make her an invaluable resource, and I am confident that you will be just as satisfied with her work as I am.
  • LJ
    Larry Johnson
    Feb 19, 2016
    5.0
    I had the pleasure of working with Connie as part of estate planning. I needed to establish a will, living trust, durable power of attorney, and an advanced healthcare directive. We had a relatively short timeline regarding getting this done and I had only limited understanding of what would be required. Connie was very professional, personable, and knowledgeable in all areas. She provided me with all the tools I needed, answered any questions I had, and was flexible and responsive to either speak by phone, communicate by email, or meet face to face. We met all deadlines and she followed up to make sure everything was moving forward. I am very happy that I selected Connie, would highly recommend her, and would certainly use her again without reservation.
  • YM
    Yong Mun
    Oct 16, 2015
    5.0
    Connie is personal and very good at what she does! Her responses are super prompt and to the point. We feel very fortunate to have worked with her. We thank her for all her advice and insights. Thank you very much, Connie!

Frequently Asked Questions About Law Offices of Connie Yi, PC

What legal services does the Law Offices of Connie Yi, PC specialize in?

They specialize in trusts and estates, estate planning, wills and probate law, tax law, elder law, and real estate law.

How can the Law Offices of Connie Yi, PC help with offshore accounts?

They assist with regulatory compliance for offshore or foreign accounts while minimizing tax penalties.