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 1 - 3 of 3 reviews | Communication Style

Posted by howard | October 26, 2021 | Hired Attorney | Estate Planning

Wish I could give him more than 5 stars

I first worked with Frank in 2000 when he gave my family guidance on how to deal with a very complicated inheritance issue regarding some rental properties in SF. Not only did he save our family enormous estate taxes, but he showed tremendous patience in explaining the various trusts concepts to ac...hieve our goals. Fast forward +20 years later, we needed help in selling some properties to minimize taxes again. We were concerned that that Frank might have retired but thankfully, not only was he still active in practice but to our pleasant surprise, his daughter Erica had joined him. Again they helped us navigate a very complex situation which was made more difficult by the Covid restrictions. Needless to say, he connected us to the right people, saved us a ton of money, and simplified things for us by doing all the heavy lifting. I’m generally am not one to write reviews but I wanted to share my experience with everyone about Yuen Law. There is absolutely no hesitation on my part in recommending Frank and Erica Yuen when it comes to estate planning and trust creation. That have a unique skill set that few attorneys can match. I’m very confident that you will be pleased with them to say the least.

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 anonymous | March 27, 2011

Doesn't Seem To Care

Dealt with this attorney regarding matter and while initially he was helpful, I guess after he couldn't get more money or just got tired it was total disconnect. Anytime an inquiry was made, his interaction was quite "limited". Right now he doesn't correspondence/reply directly at all. It's as if... we're bothering him, imposing. Unfortunately there are still problems taking place and we don't feel that he's willing to help resolve. His stance has been a bit passive when things should have been handled with a bit more force. It's just very frustrating that we feel that we can go to him for assistance, when that's why we hired him.

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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Avvo Rating Levels
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