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 and 2015. 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.
Languages Spoken: Vietnamese
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|Award Name||Grantor||Date Granted|
|Super Lawyer||Northern California Super Lawyers||2014|
|Certified Specialist in Estate Planning, Trust & Probate||State Bar of California||2005|
|Partner||Bay Wealth Legal Group LLP||2013 - Present|
|Partner||Carr McClellan Ingersoll Thompson & Horn||1999 - 2013|
|Association Name||Position Name||Duration|
|ProVisors||Member||2015 - Present|
|San Mateo County Bar Association||N/A||1999 - Present|
|State Bar of California||N/A||1997 - Present|
|Perspectives on Law||LIABILITY PROTECTIONS FOR VOLUNTEER BOARD MEMBERS & OFFICERS, AND FOR NONPROFIT ORGANIZATIONS||2008|
|California Trust & Estate Quarterly||The Kaleidoscopic World of Family Limited Partnerships||2003|
|University of California at Los Angeles School of Law||Law||JD - Juris Doctor||1997|
|Stanford University||Anthropology||MA - Masters||1992|
|Stanford University||Human Biology||BA - Bachelor of Arts||1990|
|Citigroup Private Client||Family Limited Partnership and LLC Planning Involving California Real Properties||2014|
|Estate and Gift Tax Rules for Nonresident Aliens||Estate and Gift Tax Rules for Nonresident Aliens||2013|