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 - 5 of 13 reviews | Practice Area Knowledge

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 Don | July 23, 2018 | Hired Attorney | Estate Planning

Highly Experienced, Knowledgeable,& Trustworthy

Frank Yuen has been my attorney for 15 years. He first drew up a living trust for me in 2003. He was able to provide a trust document that would would insure my assets will pass on to my spouse/sons without complications. He is a trusted adviser. Over the years I have sought out his advice on a v...ariety of legal matters pertaining to my family's business and financial interests. He has a vast knowledge of taxation laws which he applies to my particular situation. Recently he provided counsel on our family partnership. He advised us on what essentials should be included in the legal documents on the withdrawal of multiple partners and taxation implications of such a withdrawal. Besides estate planning and taxation advice, Frank has shared his expertise on legal matters related to having income properties. He advised me about landlord and tenant relationship and allowable expenses His daughter Erica has joined his law practice. Frank believes that her presence with provide continuity in meeting the needs of long time clients into the future.

Posted by anonymous | June 23, 2016 | Hired Attorney | Probate

Great Estate/Probate Attorneys

We hired Frank in 2014 and he has been helping us with a 'beyond complex' Probate case that continues to this day. After hiring Frank, we read on our own that he was listed as 'Super Lawyer' for his field, and we can attest that he is true to this title. We found Frank to be professional and knowled...geable, and most especially the service he provided was friendly and supportive. He had that rare ability to engage with people of all types (other litigators, law enforcement, real estate agents, the elderly), to handle sensitive situations (with families, for instance), and to deal with court matters efficiently. Our highest recommendation.

Posted by anonymous | November 11, 2015 | Hired Attorney | Estate Planning

Review - Frank Wong Yuen/Erika Yuen

Started with Frank in 1999 and he gave us very good advice at that time. We returned to him/Erika (his dtr who is now affiliated with him) Aug 2015 to update Trust/Will because of a change in the inheritance tax. Both highly professional, knowledgeable and we went thru the process of updating, expl...anation of change in taxation, etc. They also talked to our Financial Planner to get clarification on some of our investments. Our FP changed his brokerage affiliation in the midst of our trust update but we still had the former brokerage's account numbers in the original draft. Fortunately before final issuance of our updated Trust, we had the opportunity to list our new account numbers in the updated Trust and made other changes as well. Very accommodating; didn't get annoyed when we had all these last-minute changes; very responsive to our questions whether via em or phone.

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

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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