Estate Planning
We create comprehensive California estate plans tailored to your family’s needs
Translate your life plan into an estate plan…
We understand the importance of preserving your assets to pass on to your loved ones and planning for certain events before they occur. We can help you achieve your objectives by creating individualized California estate plans. Our comprehensive estate plans include revocable trusts, wills, powers of attorney, health care directives, transfer deeds, trust funding instructions, among others. We will also help ensure your home, often the greatest asset in one’s estate, is properly and correctly transferred into your trust.
Let us help you secure your legacy and peace of mind by establishing an estate plan before major life events take place.
With proper wealth and life planning customized to your specific needs, your family can be financially protected and provided for. You will be able to take comfort in knowing you’ve minimized the legal complexities your family will have to deal with, particularly during difficult and sensitive times.
Convert tax complexities into tax savings…
Our firm offers US and international business tax planning to help you build a strategic roadmap aimed at reducing your tax burden in a sustainable manner. We help you navigate complex tax laws and weigh the potential tax implications of your commercial venture.
We structure your business in a tax efficient manner so you can benefit from tax savings year over year to reinvest and grow your business.
Taking into account the nature of your operations and mid- to long-term objectives, we help you build a tax structure with the most advantageous US tax treatment potential including filing IRS entity classification elections with retroactive elections filed under the late election relief procedures.
Additionally, our firm’s expertise also includes advising US businesses expanding internationally and engaging in cross-border transactions. With our specialized knowledge in US international tax, we can help you design a structure that is flexible enough for expansion while minimizing your US tax liability.
Tax Consulting
We help you strategically structure your business in a tax-advantageous manner
Business Planning
We help with entity formations to dissolutions customized to your business’s needs
Grow your small business into your legacy…
We recognize every business has unique needs, objectives, and vision. The Law Offices of Susan Yea can help you identify a legal structure that best fits your business profile. Whether you are planting the seeds for a new business or considering winding up, we can help you achieve your goals in an efficient and seamless process.
We build a legal structure that best fits your business’s needs and objectives to serve as a sound launching pad for your new venture.
The types of entities our firm assists with include C corporations, S corporations, limited liability companies (LLCs), among others. Once we’ve helped you identify a type of entity that would be favorable for your business, our formation services include checking availability of a business name, reserving a business name, preparing and filing formation documents, drafting corporate governance documents such as bylaws and operating agreements, as applicable, and applying for an Employer Identification Number (EIN). We can also help you with corporate maintenance including filing statements of information with the California Secretary of State, drafting corporate minutes, as well as with the dissolution of your business.
Our services span the gamut of U.S. businesses with exclusively domestic operations to U.S. businesses with current overseas activities and those contemplating expansion into global markets.
Your Financial Future Is Our Focus