Bay Wealth Legal Group
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    • Quynh Tran, Esq.
    • Mary Lin, Esq.
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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:

  • 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.
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