Our Services
At Bay Wealth Legal Group, we are committed to providing clients with big firm sophisticated estate planning, but with the care and attention best offered by a small firm.
Both Quynh and Mary have extensive experience representing individuals, families and entrepreneurs, including ultra high net worth clients, in all matters of estate planning, trust/estate administration and wealth transfer, including:
Both Quynh and Mary have extensive experience representing individuals, families and entrepreneurs, including ultra high net worth clients, in all matters of estate planning, trust/estate administration and wealth transfer, including:
- Planning for family members in multiple generations, including the design and implementation of intergenerational dynastic trust planning;
- Irrevocable trust planning, including life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), education trusts, and other gift trusts to transfer wealth in a tax-efficient manner;
- Planning for clients with closely held business interests and/or extensive real property holdings;
- Planning for blended families (e.g. second marriages with children from prior marriage);
- Entity planning, including the design and implementation of partnerships and limited liability companies;
- Planning for clients involving cross-border tax issues; and
- Advising clients on post mortem matters involving probate, trust, and estate administration.
Quynh also has extensive knowledge in the area of exempt organizations, and she counsels numerous clients on the optimum methods of attaining charitable giving goals, including through the establishment of charitable trusts, public charities and private foundations, and on all related legal matters, including corporate governance issues and private foundation rules. Quynh also advises non-governmental organizations (NGOs) engaging in philanthropic work overseas.
