Education

University of California Hastings College of the Law, J.D., Tax Concentration Graduate

University of California, Los Angeles, B.A., cum laude, Honors Program: Business-Economics, Communications, and Accounting

Bar Admissions

California

Languages

Mandarin
Taiwanese

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Tony Yu

Associate
Los Angeles
t: 213-896-2429

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

Professional Honors & Awards

  • Hastings International and Comparative Law Review, Managing Editor
  • Phi Beta Kappa
  • Los Angeles Superior Court - Probate Department, Extern
  • Rising Stars, Southern California Super Lawyers Magazine, 2008

Memberships

  • Taiwanese Chamber of Commerce-Los Angeles, Assistant Secretary and Board Member
  • Shi-Tai United Fund, Associate Director
  • California State Bar Association-Estate and Gift Tax Committee, Former Vice Chair
  • Taiwanese Chamber of Commerce-Orange County, Former Vice Chair and Board Member
  • Taiwanese American Lawyers Association, Former Board Member

Court Admissions

  • All State Courts in California
  • U.S. District Court for the Central District of California

Speaking Engagements

  • "Tax Relief Act of 2010 and Its Impact on the Top 10 Issues That Affect our HNW Clients and Their Business," Cathay Bank Internal Bank Officer Training, Rosemead, CA, March 3, 2011
  • "Domestic Asset Protection Trusts," Taiwanese Chamber of Commerce – Orange County Chapter, Costa Mesa, CA, May 7, 2010
  • "Modern Life Insurance Planning: Checking In With an Old Friend," California State Bar Estate and Gift Tax Section Annual Conference, San Francisco, CA, March 5, 2010