As an estate planner, she provides practical yet creative solutions to clients who want to maximize the value of their bequests to their loved ones and charitable causes during life and at death. She encourages her clients to clarify their intentions and crafts flexible planning that can achieve their goals. She also assists clients with establishing proper business incorporations, creating integrity-based management structures, and succession planning of existing businesses.
Along with estate planning, her practice also includes counseling clients in the area of probate, trust, and guardianship administration. Whether her clients are acting as a fiduciary or asserting their rights as a beneficiary, Tran offers pragmatic, strategic analysis and guidance at each step as she navigates her clients through the administrative process to achieve effective results. Her experiences in these legal areas enable her to bring a well-rounded perspective in listening to her clients’ needs and to offer concrete and beneficial long-term solutions for her clients’ personal and financial wellbeing.
Tran is Board Certified in Estate Planning, Probate and Guardianship law.
