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TONY YU

Trust Attorney, CPA, Certified Financial Planner™, CPCU

(combine) Trust Law + Tax + Insurance + Financial Plan
(for) Business Planning, Family Wealth Planning, Immigrant Wealth Protection

PROFESSIONAL CONSULTING SERVICES

BUSINESS PLANNING

Business Protection
Business Tax Planning
Succession Planning

FAMILY WEALTH PLANNING

Asset Protection
Divorce Protection
Avoid Family Litigation
Wealth Succession
Estate & Gift Tax Planning
Charitable Giving

IMMIGRANT WEALTH PROTECTION

New Immigrant Financial Planning
Global Trust Coordination
Foreign Trust Planning
Foreign Ownership of US Property

AWARDS & COMMUNITY CONTRIBUTIONS

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MEDIA HIGHLIGHTS

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