Tony Yu is an associate in the firm's Los Angeles office. Mr. Yu practices in the Private Wealth Services Group and focuses on estate planning, post-mortem administration and trust litigation. His non-litigation practice includes wealth preservation for large estates, sophisticated estate and gift tax saving techniques, complex probate and trust administrations, fiduciary representation and charitable planned giving. His litigation practice involves representation in complex trust, estate and conservatorship matters.
While Mr. Yu practices exclusively as an attorney, he is able to draw upon a multi-disciplinary background in law, financial planning and insurance. Mr. Yu's professional licenses and credentials include the following:
• CPA Certified Public Accountant, California
• CFP® Certified Financial Planner™
• ChFC® Chartered Financial Consultant®
• PFS® Personal Financial Specialist®
• CLU® Chartered Life Underwriter®
• CFS® Certified Funds Specialist®
• Series 65 Registered Investment Advisor
• Series 24 Agency Management
• Series 7 Securities
• Series 63 Securities (CA)
• CA Life Insurance