Tony Yu in an associate in the firm's Los Angeles office. Mr. Yu's practice focuses on estate planning and litigation. His planning focus 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.
Mr. Yu holds professional designations as a Certified Financial Planner™ (CFP®) and Certified Funds Specialist (CFS). He has successfully completed the California Certified Public Accountant (CPA) examination (Business Law, Audit, Financial Reporting, and Financial Reporting). As a former financial advisor, Mr. Yu also holds the following licenses: Series 65 (Registered Investment Advisor), Series 24 (Agency Management), Series 7 and 63 (Mutual Funds, Stocks, Bonds and Annuities), and the California life insurance license.