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Quynh Tram Thuy Tran

Quynh Tram Thuy Tran

also known as Quynh T. Tran

Practice areas:

Estate Planning, Trusts, Exempt Organizations

About Me

Quynh is a Certified Specialist in Estate Planning, Trust & Probate with the State Bar of California, and was selected as a Northern California Super Lawyer in 2014. Quynh counsels executives, professionals, business owners, families and individuals on all aspects of sophisticated estate and wealth transfer planning.  From straightforward wills and trusts to the most complex tax-advantageous estate and gift planning, involving securities, real estate, and closely-held business interests, Quynh has assisted numerous clients with their estate and wealth transfer needs, and tailors each client’s planning to their individual situation.  Quynh also possesses extensive experience implementing complex limited partnership and LLC planning structures and advises on a myriad of transfer tax and California property tax issues relating to the ownership and transfer of California real property interests. 


 


Quynh also advises clients on post mortem matters involving probate, trust and estate administration.


 


Quynh’s Exempt Organizations practice is a natural complement to her estate planning practice.  She counsels numerous clients on the optimum methods of attaining charitable giving goals, including establishing charitable trusts, public charities and private foundations.


 


Prior to establishing Bay Wealth Legal Group with her partner, Mary Lin, Quynh was a partner in the Estate Planning, Trusts and Wealth Transfer Group of Carr McClellan Ingersoll Thompson & Horn.


 

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Languages Spoken: Vietnamese

Practice Areas

Licensed since 1997

  1. Estate Planning: 75%
  2. Trusts: 20%
  3. Exempt Organizations: 5%

Payment

Fees:

Retainer (Sometimes)

Attorney Endorsements

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Contact Info

Bay Wealth Legal Group LLP

909 Laurel Street
San Carlos, CA, 94070

Resume

License
StateStatusAcquiredUpdated
CAActive199705/20/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Super LawyerNorthern California Super Lawyers2014
Certified Specialist in Estate Planning, Trust & ProbateState Bar of California2005

Work Experience
TitleCompany NameDuration
PartnerBay Wealth Legal Group LLP2013 - Present
PartnerCarr McClellan Ingersoll Thompson & Horn1999 - 2013

Associations
Association NamePosition NameDuration
ProVisorsMember2015 - Present
San Mateo County Bar AssociationN/A1999 - Present
State Bar of CaliforniaN/A1997 - Present

Publications
Publication NameTitleDate
Perspectives on LawLIABILITY PROTECTIONS FOR VOLUNTEER BOARD MEMBERS & OFFICERS, AND FOR NONPROFIT ORGANIZATIONS2008
California Trust & Estate QuarterlyThe Kaleidoscopic World of Family Limited Partnerships2003

Education
School NameMajorDegreeGraduated
University of California at Los Angeles School of LawLawJD - Juris Doctor1997
Stanford UniversityAnthropologyMA - Masters1992
Stanford UniversityHuman BiologyBA - Bachelor of Arts1990

Speaking Engagements
Conference NameTitleDate
Citigroup Private ClientFamily Limited Partnership and LLC Planning Involving California Real Properties2014
Estate and Gift Tax Rules for Nonresident AliensEstate and Gift Tax Rules for Nonresident Aliens2013