Join us for this highly interactive, monthly Zoom event, facilitated by C-Sweet Members for the C-Sweet community. The C-Sweet Business Roundtable allows you to deepen relationships with other C-Sweet members while discussing business, all with a fun female focus.
C-Sweet Business Roundtable
We meet for 90 minutes on the first Thursday of each month.
This event is open to ALL!
Thursday, October 7th,
7:30am PST/ 10:30 am EST
Program: Fundamentals of Estate and Asset Protection Planning
Facilitator: Jacqueline Yu, The Law Office of Jacqueline D. Yu
This event is FREE for C-Sweet Members and Sponsors. Each session is $45 for non-members.
7:30 am Welcome & general catch up
7:45 am: Icebreaker and introductions
8:00 am Member presentation begins
8:45 am Needs, Deals and Wants
Program wraps by 9 am sharp!
Meet your next facilitator
Jacqueline Yu, Principal, The Law Office of Jacqueline D. Yu
Jacqueline D. Yu offers a breadth of significant experience as an advanced estate, tax, and business succession planning and administration attorney representing high net worth individuals, families and business owners in both domestic and international matters. Her expertise in estate and tax planning, business transactions and probate and trust administration, includes structuring trusts using asset value discounting and estate freezing techniques, providing asset protection through multi-layer entity structures, creating social impact legacies through charitable vehicles, business succession planning through transfers of minority interests in family limited partnerships and limited liability companies and buy-sell agreements, administering complicated estates, and serving as a trusted advisor to families and fiduciaries.
She holds a Juris Doctorate degree from Notre Dame Law School, a Master of Laws degree from UCLA School of Law (Tax and Business Law Specialization), and a Bachelor of Arts degree from UCLA (Political Science-International Relations Concentration and Asian American Studies-Ethnic Studies). She has worked for some of the most prominent trusts and estates law firms and one of the top fifteen largest accounting firms in the U.S.
Ms. Yu is fluent in Tagalog and has long been active in supporting causes and organizations empowering women, minority, immigrant and LGBTQ communities and advocating for sustainability-driven innovation. She currently serves on the board of the Asian Business League of Southern California and the advisory board of APAIT- A Division of Special Service for Groups. She has also been a member of the United Nations Association - National Capital Area in Washington, D.C. and the Los Angeles World Affairs Council and Town Hall.
Ms. Yu serves on the Executive Committee of the Trusts and Estates Section of the Beverly Hills Bar Association and as a Co-Chair of the Los Angeles Chapter of the Young Tax Lawyers Committee of the California Lawyers Association. She is a member of the State Bar of California and represents clients throughout the state, as well as those living abroad who own property or have other interests in California.
*** Complimentary roundtable attendance for C-Sweet Members and Sponsors.
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