Quynh T. Tran, Esq.
Quynh is a partner of Bay Wealth Legal Group, LLP. She counsels executives, professionals, business owners, families and individuals on all aspects of sophisticated estate and wealth transfer planning. From straightforward wills and trusts to the most complex tax-advantageous estate and gift planning, involving securities, real estate, and closely-held business interests, Quynh has assisted numerous clients with their estate and wealth transfer needs, and tailors each client’s planning to their individual situation. Quynh also possesses extensive experience implementing complex limited partnership and LLC planning structures and advises on a myriad of transfer tax and California property tax issues relating to the ownership and transfer of California real property interests.
Quynh also advises clients on post mortem matters involving probate, trust and estate administration.
Quynh’s Exempt Organizations practice is a natural complement to her estate planning practice. She counsels numerous clients on the optimum methods of attaining charitable giving goals, including establishing charitable trusts, public charities and private foundations.
Prior to establishing Bay Wealth Legal Group with her partner, Mary Lin, Quynh was a partner in the Estate Planning, Trusts and Wealth Transfer Group of Carr McClellan Ingersoll Thompson & Horn.
Quynh is a Certified Specialist in Estate Planning, Trust & Probate with the State Bar of California, and was selected as a Northern California Super Lawyer in 2014, 2015, 2016 and 2017.
University of California, Los Angeles – School of Law, J.D., 1997
Stanford University, B.A. Human Biology, 1990; M.A. Anthropology, 1992
Member of the State Bar of California
Member of the San Mateo County Bar Association
Board of Directors – Peninsula Estate Planning Council (PEPC)
The Kaleidoscopic World of Family Limited Partnerships: Issues to Note En Route to the Successfully Planned California Real Estate Family Limited Partnership – California Trusts and Estates Quarterly, Summer 2003 (Co-Author)