Connie Yi - Pleasanton, CA
Attorney at Law Offices of Connie Yi, PC
Estate Planning Lawyers in Pleasanton, CA
323 Ray Street Pleasanton, CA 94566
- Free Consultation
- 1 Super Lawyers®
-
22
Years
Experience
Pleasanton Estate Planning Lawyer
Updated: 05/08/2026
Areas of Practice
- Estate Planning
- Probate & Estate Administration
- Tax Law
- Trusts
- Wills
- Offshore Assets Tax Reporting
- Business Law
Attorney Information
Overview
As a Certified Public Accountant licensed in California, Connie provides her clients the dual benefit of professional legal representation while ensuring maximum tax advantages.
With a Bachelor of Business Administration in accounting from Iowa State University and a Jurisprudence Degree from Indiana University at Indianapolis, Connie is a licensed Certified Public Accountant (“CPA”) and attorney. Prior to law school, she gained invaluable experience by working at Ernest & Young LLP.
To best serve every client’s needs, Connie’s core mission is to never stop learning and growing as both an Estate Planning Attorney and CPA. She is proud to be affiliated with several professional organizations, including: Tax Section of the American Bar Association (ABA), Tax and Estate Planning Committee – American Academy of Attorney-Certified Public Accountants, and Lead Counsel Rating specialized in Estate Planning. In addition, Connie is an active member of her hometown Pleasanton Chamber of Commerce and Castlewood Country Club.
Born in China, Connie has been a US resident since age 14. To best serve her many Asian clients, she speaks fluent Mandarin, Cantonese and English. When she’s not helping families with guardianship matters or trust administration, Connie enjoys spending time with her young daughter, Isabella, as well as golfing and enjoying delicious cuisine.
By employing the perfect mix of compassion, integrity and diligence, Connie Yi continuously earns the trust and respect of her many loyal clients.
Awards and Honors
Other Sources of Feedback About Connie Yi
Included on the 2026 Northern California Super Lawyers list
Past Lists
- 2025 Northern California Super Lawyers list
- 2024 Northern California Super Lawyers list
- 2023 Northern California Super Lawyers list
- 2022 Northern California Super Lawyers list
- 2021 Northern California Super Lawyers list
- 2020 Northern California Super Lawyers list
- 2019 Northern California Super Lawyers list
Languages
-
English (Primary)
-
Mandarin Chinese
-
Cantonese Chinese
Bar Admissions
- California, 2003
- Indiana, 2004
Specialties and Certifications
- State Bar of California Board of Legal Specialization in Estate Planning, Trust, Estate & Probate Law
Contact
323 Ray Street
Pleasanton, CA 94566
Phone: 888-312-6978
Email: Send a message
Website: https://www.connieyilaw.com
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