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Quynh Tran
Partner at Bay Wealth Legal Group
Professional Background
Quynh Tran is a distinguished State Bar of California Certified Legal Specialist focusing on Estate Planning, Trust, and Probate Law. With a robust professional trajectory, she has garnered recognition as a Northern California Super Lawyer for three consecutive years: 2014, 2015, and 2016. These accolades reflect her exceptional legal expertise and commitment to providing high-quality legal services to her clients.
Quynh's practice is characterized by her tailored approach to clients ranging from individual families and professionals to business owners and executives. She adeptly navigates the complexities of estate and wealth transfer planning, creating bespoke strategies that align with her clients' unique needs. Whether it involves developing straightforward wills and trusts or formulating intricate tax-advantageous estate and gift planning strategies, Quynh is dedicated to ensuring her clients are well-prepared for the future. Her extensive experience encompasses the implementation of complex limited partnership and LLC planning structures, giving her a wealth of knowledge in addressing various transfer tax and California property tax issues tied to ownership and transfer of real property interests.
In addition to her wealth transfer planning expertise, Quynh offers valuable guidance on post-mortem matters involving probate, trust, and estate administration. Her meticulous approach ensures that her clients navigate these sensitive situations effectively, preserving their wealth and fulfilling their wishes.
Quynh’s dual specialization includes a significant focus on Exempt Organizations, which seamlessly complements her estate planning practice. She is adept at helping clients achieve their charitable giving goals through various structures such as charitable trusts, public charities, and private foundations. This service allows her clients to make a meaningful impact, effectively manage their philanthropic desires while also optimizing tax benefits.
Education and Achievements
Quynh Tran's academic credentials are impressive and serve as a solid foundation for her legal practice. She holds a Bachelor of Arts and a Master of Arts in Human Biology and Anthropology from the prestigious Stanford University. This interdisciplinary education has equipped Quynh with a comprehensive understanding of human behavior, which undoubtedly enhances her interactions with clients, allowing her to provide nuanced legal perspectives.
Furthering her education, Quynh earned her Juris Doctor (J.D.) degree from the University of California, Los Angeles - School of Law. Her legal education at UCLA provided her with rigorous training and knowledge, paving the way for her success in the competitive field of estate planning and trust law.
Achievements
Quynh Tran’s reputation as a leading attorney in her field is underscored by her multiple accolades and meaningful contributions to her community. As a Super Lawyer, she stands among a select group of attorneys recognized for their high degree of professional achievement and ethical standards. Her dedication to her clients is evident in the meticulous care she invests in crafting their wealth transfer plans, ensuring their needs are met with the utmost professionalism and compassion.
Quynh Tran's expertise is further illustrated through her specialized knowledge in various areas, including revocable living trusts, family limited partnerships,
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trusts, qualified personal residence trusts, and complex charitable trusts. Furthermore, her understanding and ability to manage powers of attorney for asset management and health care directives add depth to her client services, enabling her to cater to a multitude of legal needs.
Additionally, her former roles at reputable law firms, such as Carr, McClellan, Ingersoll, Thompson & Horn and Sheppard Mullin Richter & Hampton LLP, have honed her skills and expanded her professional network, contributing to her success as a partner at Bay Wealth Legal Group.