Bay Wealth Legal Group, LLP
About
Founded in 2002, Bay Wealth Legal Group, LLP, located in San Carlos, CA, is a women-owned firm specializing in Estate Planning, Trust & Probate. Certified specialists, Mary Lin and Quynh Tran, offer extensive expertise to individuals, families, business owners, and executives. From drafting basic wills and trusts to implementing sophisticated tax-advantageous solutions for wealth transfer, their services are comprehensive and tailored to each client's needs. They also provide counsel on post-mortem matters, probate, trust and estate administration, and charitable giving goals.
Location and hours
Bay Wealth Legal Group, LLP
909 Laurel Street.
San Carlos, CA 94070
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Work Experience
Partner
Bay Wealth Legal Group, LLP
2012 - Present
Counsel
Amgen
2004 - 2007
Partner
Carr McClellan Ingersoll Thompson & Horn
2007 - 2012
Associate
Wilson Sonsini Goodrich & Rosati
2003 - 2004
Partner
Bay Wealth Legal Group LLP
2013 - Present
Partner
Carr McClellan Ingersoll Thompson & Horn
1999 - 2013
Education
Univ of Alberta
1998
University of California at Los Angeles School of Law
1997
Harvard Univ Law School
Law
2002
Univ of Alberta
1998
Stanford University
1992
Stanford University
Human Biology
1990
Harvard Univ Law School
2002
Stanford University
1990
Stanford University
Anthropology
1992
University of California at Los Angeles School of Law
Law
1997
Associations & Affiliations
Legal Aid Society of San Mateo County
President, Board of Directors
ProVisors
Member
State Bar of California
San Mateo County Bar Association
Publications
Golden Gate Mothers' Group Magazine
Ask the Expert: What You Need to Know About Trusts and Estates
2014
Perspectives
Estate and Gift Tax Rules for Non-Resident Aliens
2012
Perspectives on Law
LIABILITY PROTECTIONS FOR VOLUNTEER BOARD MEMBERS & OFFICERS, AND FOR NONPROFIT ORGANIZATIONS
2008
California Trust & Estate Quarterly
The Kaleidoscopic World of Family Limited Partnerships
2003
Speaking Engagements
San Mateo County Bar Association
Estate Planning (With or Without a Bypass Trust) in the Era of Portability
2014
San Mateo County Bar Association
Portability for New Attorneys
2014
Citigroup Private Client
Family Limited Partnership and LLC Planning Involving California Real Properties
2014
Estate and Gift Tax Rules for Nonresident Aliens
Estate and Gift Tax Rules for Nonresident Aliens
2013
Services offered
Estate Attorney
Tax Attorney
Probate Attorney
Wills And Estate Planning