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 5 reviews | Recommendation

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 Linda | June 18, 2014 | Estate Planning

Excellent and trustworthy estate planning counsel

I have no reservations about recommending Frank Yuen's firm. Like many, I had long avoided estate planning because of the challenge of finding trustworthy counsel. But Frank has full earned my trust, providing highly professional, responsive and personalized legal assistance in an area that can go te...rribly awry without thoughtful preparation. His fees are reasonable. It is seriously reassuring to know he is there to advise my family should I become incapacitated or die. I will strongly recommend him to anyone seeking help in this area.

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 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 Joanne | March 29, 2011 | Estate Planning

Highly Competent and Knowledgeable Attorney

Frank Yuen has advised our family on matters ranging from estate planning and trusts, entity set-ups, tax, and real estate over the past 17 years and we have found him to be highly competent, knowledgeable, and responsive to all our concerns. Compared to our experience with other attorneys, his lega...l counsel is sharp and insightful especially given the constantly changing tax laws in our state and country. In addition, we have appreciated his expertise and experience in dealing with intergenerational family dynamics. We have highly recommended Frank to our family and friends who are in need of solid, competent, and very knowledgeable legal counsel. They have all been very satisfied with his professional services.

See All Client Reviews

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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