Firm Overview
Prior to launching their Bay Wealth Legal Group, LLP, Quynh and Mary collaborated closely together as partners in the Estate Planning, Trusts and Wealth Transfer Group of Carr McClellan Ingersoll Thompson & Horn.
Quynh has been in private practice for over 25 years (Stanford University; UCLA School of Law), and Mary has been in private practice for over 20 years (Harvard Law School). Each of them is a State Bar of California Certified Legal Specialist in Estate Planning, Trust and Probate Law. They have extensive experience representing individuals, families and entrepreneurs, including high net worth clients, in all matters of estate planning, trust/estate administration and wealth transfer, including:
Quynh has been in private practice for over 25 years (Stanford University; UCLA School of Law), and Mary has been in private practice for over 20 years (Harvard Law School). Each of them is a State Bar of California Certified Legal Specialist in Estate Planning, Trust and Probate Law. They have extensive experience representing individuals, families and entrepreneurs, including 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), charitable remainder trusts (CRTs), and other gift trusts to transfer wealth in a tax-efficient manner;
- Planning for clients with closely held business interests and/or 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;
- Advising clients on post mortem matters involving probate, trust, and estate administration.
At Bay Wealth Legal Group, Quynh and Mary are committed to providing clients with big firm sophisticated estate planning, but with the care and attention best offered by a small firm.
