Yulissa Zulaica - San Francisco, CA

Overview

Awards and Honors

Super Lawyers® Selectees

Super Lawyers® is a rating service of outstanding lawyers from more than 70 practice areas who have attained a high-degree of peer recognition and professional achievement. The patented selection process includes independent research, peer nominations, and peer evaluations. The number provided represents the number of attorneys at the firm that have been selected to the Super Lawyers or Rising Stars lists.

Yulissa Zulaica included in a Super Lawyers® list

Education

• Legal Education

  • Golden Gate University School of Law, San Francisco, California
    J.D.
  • Golden Gate University School of Law, San Francisco, California
    LL.M.

• Non Legal Education

  • University of California, Berkeley
    B.A.

Current Employment Position(s)

• Managing Partner

Languages

• English

• Spanish

• Japanese

• Basque

Classes and Seminars

• Intro to U.S. Tax Updates Under OBBBA and Cross Border Estate Planning for Same-Sex and Non-Traditional Families- Navigating U.S. Tax Complexities and International Asset Structures, Global Financial Planning Institute January 2026
  
• Your Legacy, Your Way: Winning Moves in the Age of the Big Beautiful Tax Bill | Co-Presenter, San Diego MCLE Co-hosted November 2025
  
• Mitigating Growth Risks: Protecting Your Practice While You Expand | CLA 2025 Leveling Up Your Practice CLA Small and Solo Business Summit July 2025
  
• Preventing and Addressing Financial Elder Abuse through Estate Planning | Co-Presenter, Legal Assistance for Seniors 19th Annual Conference on Elder Abuse May 2025
  
• Death and Divorce: How to Prepare when Two Traumatic Events Collide | Co-Presenter, California Lawyers Association, 2025
  
• Foreign Assets and Taxes and Beneficiaries, Oh My!!: What Fiduciaries Should be Aware Of, Professional Fiduciary Association of California 2025.
  
• Practical Case Studies for the Multinational Client: The Lessons We Have Learned, California Law Association, 2024
  
• Proven Strategies to Increase Your Law Firm’s Profitability| Co-Presenter, Managing Partner Forum Fall Symposium, 2024
  
• Planning for the International Client: What Financial Planners Should Know about Estate Planning for the Mobile Client, Global Financial Planning Institute, 2023
  
• Alzheimer’s Disease and Other Dementias – What Do Planners and Litigators Need to Know? | Co-Presenter, California Law Association, 2022
  
• Practical Issues in Estate Planning that Financial Advisors Should Know, FPA NorCal Conference 2021
  
• Planning for International Clients - What Estate Planners Should Know About the Mobile Client – Bar Association of San Francisco, 2020
  
• Planning for International Clients - What Financial Planners Should Know About the Mobile Client – FPA NorCal Conference, 2020
  
• As if Divorce Was Your Biggest Problem - What Happens When Someone Dies in the Middle of a Divorce Proceeding, The Bar Association of San Francisco and California State Bar, 2020
  
• How to Value, Prepare and Sell Real Estate and Minority Interest, The Bar Association of San Francisco, 2019
  
• Revocable Trusts: A Versatile Tool for Every Occasion, National Business Institute, 2017
  
• Irrevocable Trusts: Tax Savings and Asset Protection, National Business Institute, 2017
  
• Marshalling/Valuing Assets, Probate Boot Camp, 2017
  
• Probate Proceedings and Trust Administration, Stanford Investment Group, 2016
  
• Trusts 101, National Business Institute, 2015
  
• Selecting a Trustee, San Francisco Parks Alliance, 2015
  
• The Afterlife of Wills and Living Trusts: Probate, Trust Administration and the backend of Estate Planning, Cypress Lawn Seminar, 2015
  
• Probate Process from Start to Finish, National Business Institute, 2015
  
• Selecting a Trustee for Your Living Trusts, Cypress Lawn Seminar, 2015
  
• Speaker, Morgan Stanley, 2014
  
• Foundational Estate Planning, Cypress Lawn Seminar, 2014
  
• Foundational Estate Planning & Tax Consideration, HSBC Seminar, 2014
  
• Foundational Estate Planning, Farmers Insurance Class, 2014
  
• Grantor Trust Overview: Focusing on Intentionally Defective Grantor Trusts, National Business Institute, 2013
  
• Financial and Legal Considerations for LGBT and Same Sex Families in Light of the U.S. Supreme Court Decisions, MetLife Seminar, 2013
  
• Generosity and the IRS - Estate Planning and Charitable Planned Giving, IDEX and LCF, 2012
  
• Speaker, Latino Community Foundation San Francisco, 2012

Pro Bono Activities

• Latina Giving Circle (Latino Community Foundation), Present
• Served on the Board of Bay Area Latino Lawyers Fund
• Served on the Board of Thousand Currents

Published Works

Articles

• General Wealth Planning, 2021
  
• California Domestic Partnerships and Same Sex Marriage, CEB
  
• Funding Trusts, CEB, 2018
  

Bar Admissions

• California, 2011

Specialties and Certifications

• Estate Planning, Trust and Probate Law, California State Bar, 2018

Other Affiliations

• The Bar Association of San Francisco
• Served on the Board of San Francisco La Raza Lawyers Association