Protecting your asset is protecting your retirement and your children’s future 

by Michelle Yu, Attorney-at-Law

You work very hard to build up wealth for the benefit of yourself and your children. Protecting your asset is protecting your retirement and your children’s future.

PROTECTING YOUR ASSETS

• The importance of title in real estate
• Problems with holding title in joint tenancy
• Insulating real estate in an LLC
• How do I minimize taxes to the government in real estate?

ESTATE PLANNING

• Should you review your estate planning under the new tax rules?
• Can you do more with less or no tax?
• Passing real estate to the next generation
• What is a living trust?
• Why do I need a living trust?
• What is estate tax and probate?

5 MILLION GIFT TAX EXEMPTION - A window of opportunity that may end soon

 Michelle has been practicing law for over 10 years and speaks English, Cantonese and Mandarin Chinese.  Her practice is focused on estate planning (wills & trusts), real estate and business law.  Her legal experience has been international in scope, having worked in the United States and Canda.  She is able to practice law in California, USA; Ontario, Canada; and England and Wales.  She represents clients around the Bay Area with assets in both Californiaand Asia. Her ability to practice law in different jurisdictions and network of professionals around the world enables her to provide seamless legal services to clients with real estate and other assets in the United States and abroad.