also known as Quynh T. Tran
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.
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Chat withState: California
Acquired: 1997
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909 Laurel Street, San Carlos, CA, 94070
1 Client Review
Showing 1 - 1 of 1 review | Estate Planning
Posted by anonymous | January 23, 2008 | Estate Planning
Happy Camper
Excellent experience setting up family trust. Quynh was knowledgeable and very efficient. Highly recommended.
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2014
Super Lawyer, Northern California Super Lawyers
2005
Certified Specialist in Estate Planning, Trust & Probate, State Bar of California
2013 - Present
Partner, Bay Wealth Legal Group LLP
1999 - 2013
Partner, Carr McClellan Ingersoll Thompson & Horn
2015 - Present
ProVisorsMember
1999 - Present
San Mateo County Bar Association
1997 - Present
State Bar of California
1997
JD - Juris Doctor
1992
MA - Masters
1990
BA - Bachelor of Arts
2014
Family Limited Partnership and LLC Planning Involving California Real Properties
2013
Estate and Gift Tax Rules for Nonresident Aliens
2008
2003
Vietnamese