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), 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 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; and
- Advising clients on post mortem matters involving probate, trust, and estate administration.
