Jacqueline Yu

Contact Details


9595 Wilshire Blvd., Suite 900 PMB# 757 Beverly Hills, CA 90212


Having broad-based experience at law and accounting firms and the judiciary, Jacqueline Yu offers a comprehensive understanding of her clients’ personal, financial, and business needs, ranging from advanced estate, tax, and business succession planning, compliance and reporting to structuring entities, preserving and transferring wealth, creating social impact legacies, minimizing exposure to liabilities, and settling disputes. Her approach is a combined application of technical skills and creativity and efficient implementation through collaborative leadership, working closely with other trusted advisors to ensure that her clients’ objectives are achieved.

Her practice includes drafting agreements and consulting with individuals and businesses on tax planning and organizational strategies. Often this planning can involve complex holdings, foreign assets, foreign persons with U.S. situs assets and U.S. beneficiaries, intellectual property and publicity rights, the formation and dissolution of entities, cash flow projections and gifts or sales of discounted interests.

Jacqueline also has experience in trust and probate administration, advising trustees and personal representatives on asset allocation, accounting, management and distribution of assets, their fiduciary obligations, and on matters involving claims of lack of capacity, undue influence and breaches of fiduciary duty.

Throughout her career, Jacqueline has been active in non-profit and civic organizations that advocate for human rights and environmental preservation and that support sustainability-driven innovation and diversity policies in the public and private sectors. She is a member of the State Bar of California, Society of Trust and Estate Practitioners, Los Angeles Estate Counselors Forum, California Society of CPAs, ProVisors, Beverly Hills Bar Association (Trusts and Estates and Tax Sections) and the Southern California Chinese Lawyers Association. Jacqueline also serves as an advisory board member of Asian Pacific AIDS Intervention Team (APAIT) and a board member of the Asian Business League of Southern California.



Tax, Trusts & Estates

Law Firm

The Law Office of Jacqueline D. Yu A Professional Law Corporation

Area of Practice

Tax Law, Trust & Estate Planning


State Bar of California (#254389), December 2007

Professional Affiliations

Beverly Hills Bar Association, Trusts and Estates Section; Society of Trust and Estate Practitioners; Member, Southern California Chinese Lawyers Association; Board Member, Asian Business League of Southern California; Advisory Board Member, Asian Pacific AIDS Intervention Team (APAIT)


University of California Los Angeles, Masters of Law in Tax and Business Law (Fellowship Recipient); Notre Dame Law School, Juris Doctorate (Dean's Honor List, Fellowship Recipient, Journal of College and University Law Executive Articles Editor); University of California Los Angeles, Bachelor of Arts, Double Major in Political Science (International Relations) and Asian American Studies, Math and Science Scholar's Program; University of California Los Angeles Extension, Accounting Certification


Beverly Hills