Frank Wong 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.

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.

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.

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.

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.