Main: | (714) 382-7000 |
Fax: | (714) 784-0031 |
ORANGE COUNTY
4 Park Plaza, Suite 520
Irvine, CA 92614-5214
Ms. Chiu is an estate planning attorney who serves the needs of individuals, families, and small business owners throughout California. She has advised clients in different stages of life to address the issues that are specific to their circumstances (e.g., singles and couples accumulating wealth, young families with minor children, retirees on a fixed income). Ms. Chiu has also worked with clients of varying degrees of wealth to maximize their legacy left to their heirs. Ms. Chiu also has experience in trust and probate administration.
Ms. Chiu currently serves as outside general counsel to an actuarial services firm that provides retirement planning and administration to small businesses. Ms. Chiu's uses her experience there to provide clients with advice on tax saving strategies by way of retirement planning.
Prior to joining the Firm, Ms. Chiu was a tax and joint ventures attorney in one of California's premiere law firms. There, she advised clients on the tax implications of major business restructuring, which included contemporaneous distributions to individual trusts. Ms. Chiu provided counsel regarding generational transfers and drafted related estate planning documents. In addition, Ms. Chiu drafted documents related to formation, financing, reorganization, conversion and dissolution of joint ventures, partnerships, limited liability companies and corporations. Ms. Chiu leverages her background in tax planning to alert clients of possible tax consequences when considering transfers within their estate plan.
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