Brent chats with Tony Yu about estate planning for Chinese clients. They talk about the culture, what motivates investments in the US, and special considerations from a trust and tax perspective.
Tony is the owner of DSG Trust Law. He graduated cum laude from UCLA with degrees in Business–Economic, Communications, and Accounting. Tony is fluent in English, Mandarin, Spanish and Taiwanese. Tony was a Trust Attorney at Holland & Knight LLP, the largest trust law firm in the US and a former clerk at the Los Angeles Probate Court. In 2008 and 2012, the Southern California Super Lawyers Magazine recognized Tony Yu as a “Rising Star” in law (top 2.5% of attorneys).
Tony is also the 2nd Generation Owner of DSG Insurance, which was founded in 1986 by his father, Castor Yu. Utilizing Tony’s diverse legal, accounting, and financial planning background, DSG specializes in Business Protection, Tax & Business Planning, and Wealth Transfer.
Tony can be found here: http://www.dsgtrustlaw.com/
And here: https://www.dsgpcins.com/president/
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