Jacqueline Yu

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.