Frank Wong Yuen

Frank Wong Yuen

also known as Frank W. Yuen

4.8
Rating: 8.5

Licensed for 48 years

Estate planning Lawyer at San Francisco, CA
Practice Areas: Estate Planning, Trusts, Litigation, Probate

1 Post St Ste 800, San Francisco, CA

About Frank

Practice Areas

4

Practice Areas

Estate Planning 40%

Mr. Yuen’s office specializes in complete wealth preservation plans including: • trust and probate estate administration; • sophisticated estate planning, which includes reduction or elimination of income tax, capital gains taxes, estate and generation-skipping transfer taxes • asset protection planning and dynasty planning; • sophisticated use of life insurance in estate, income and entity tax planning; and • if necessary, trust and probate litigation.

49 years

40%
Trusts 30%

A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the pers

30%
Litigation 15%

Estate, probate & trust litigation, contested conservatorship. Prior cases have included issues of elder abuse, second marriages, conservatorships, rights of heirs, property in the estate belonging to others, etc.

49 years

15%
Probate 15%

Trust, estate and probate administration with the goal of maximum tax savings regarding income, estate, gift, generation skipping protection taxes. Administration in a manner to prevent real property reassessment resulting in higher real property taxes

49 years

15%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in California for 48 years

State: California

Acquired: 1977

Active

No misconduct found

Location

YUEN & YUEN, Prof. Law Corp.

1 Post St Ste 800, San Francisco, CA, 94104

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Frank Wong Yuen's Reviews

Avvo Review Score

4.8 /5.0

17 Client Reviews

Filter Avvo Reviews (17) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 6 - 10 of 17 reviews

Posted by William | April 01, 2014 | Estate Planning

Review of Frank W. Yuen

Frank was very responsive to our estate planning needs. He suggested that we write down any questions that we may have in setting up our Trust and send it to him in advance so that the consultation session can proceed efficienttly. That suggestion helped a lot and made the process that much more si...mplier. He explained all the legal requirements simple terms and provided us with a written summary of the Trust so that we can understand all our obligations. He is always available for clarifiying questions even after we took delivery of the Trust.

Posted by Azzi dadgar | January 20, 2013 | Estate Planning

Outstanding quality service

I work in hospice industry so I come across quite a few attorneys working with families on estate planning living will etc Mr yuen was recommended by 2 other other top lawyers in San Francisco He exceeded my expectations He was knowledgeable thorough calm &most helpful I give him 5 of 5 star...s rating

Posted by Prudy | June 21, 2012 | Estate Planning

Review for Frank Yuen

Frank was extremely helpful to me during a difficult time (my husband's death required review and re-forming a trust document). He was sensitive and really knowledgeable. For example, I needed a document re. ownership of my home and Mr. Yuen researched and obtained it so that I didn't have to do th...e legwork. He was also available to talk with other individuals involved in settling my husband's estate. He is highly professional.

Posted by RICHARD | September 28, 2011 | Trusts

our FAMILY lawyer

asked around some litigation and injury lawyers back in the late 90's about a trust lawyer to preserve wealth during the peak of the .com era, 3 came up with the same name ... Frank Yuen. met with Frank to setup a trust for my family, he came across as very friendly, and above all, he was very KNOW...LEDGEABLE !!! he knows what he's talking about. at first, i couldn't understand the drawings with circles and arrows on the board, but after reading up on trust and taxation matters, i understood everything now. was very impressed with his knowledge of my special circumstance, my folks were not residents of this country back then. its going to sound very cliche but "you get what you pay for". you can download a form online to setup a trust, but getting the right trust for your circumstance and to maximize your wealth is well worth the fee that Frank earns.

Posted by anonymous | April 24, 2011 | Estate Planning

Fantastic Attorney

Frank helped us with individual wills and trusts. While my significant other and I are not married, we have been together for a very long time. Frank helped to explain the detail and considerations around ensuring that our wills and trusts clearly set forth our intent. Frank is a wonderful attorney a...nd we have recommended him to close friends.

See All Client Reviews

Frank Wong Yuen's Lawyer Endorsements

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Experience

Rating:  8.5 (Excellent)

Honors

2018

Certified Specialist - Estate Planning, Probate, and Trust Law, State Bar of California

2018

AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell

2015

Super Lawyer, SuperLawyers

2014

Super Lawyer-, SuperLawyers

2012

Super Lawyer, SuperLawyers

2011

Super Lawyer, Super Lawyers

2008

Super Lawyer, SuperLawyers

2007

Super Lawyer, SuperLawyers

2006

Super Lawyer, SuperLawyers

2005

Super Lawyer, SuperLawyers

2004

Super Lawyer, SuperLawyers

Education

1981

Golden Gate University School of Law

LL.M - Master of Laws

1977

Golden Gate University School of Law

JD/MBA - Juris Doctorate and MBA

1974

Occidental College

MA - Masters

1972

San Francisco State University

BA - Bachelor of Arts

Speaking Engagements

2010

Planning for Seniors

Estate Planning & Charitable Bequests

Languages

English

Avvo Rating

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  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution