Confidential, independent, and trustworthy advice
No matter what your age today, it has taken you a lifetime to acquire the assets you have now. Deciding what will happen to those assets when you die or are incapacitated is a matter that deserves the most professional, knowledgeable and independent assistance available.
Call Michelle to discuss, in confidence, your range of estate planning issues. Her integrity, knowledge and independence will assist you in developing an effective plan to secure the future of your financial holdings. Michelle will walk you through the estate planning process with friendliness and professionalism. You will be placed at the center of her attention.
Michelle’s legal experience as a lawyer has been international in scope, having worked in the United States and Canada.
She graduated magna cum laude from the historically-renowned Osgoode Hall Law School in Canada in 1999. Osgoode Hall Law School was founded in 1889 and remains as one of Canada’s top law schools.
She became a Barrister and Solicitor in Ontario, Canada in 2001; an Attorney in California, United States of America in 2002; and a Solicitor in England and Wales in 2003.
As a solicitor in England and Wales, Michelle is able to represent clients in Hong Kong. She is a lawyer to clients with assets in California, Hong Kong, Taiwan and the People’s Republic of China.
While working as a corporate lawyer at international law firms, Michelle traveled extensively, practicing mergers and acquisitions and securities law in the United States and in Canada for many years.
In broadening her international law experience, she also studied the Chinese Rule of Law in Beijing, China at the prestigious Renmin People’s University of China School of Law in 1998.
Her ability to practice law in different jurisdictions and network of professionals around the world enables her to provide seamless legal services to clients with real estate and other assets in the United States and abroad.
Professional and Community Affiliations
Attorney, Member of the State Bar of California
Solicitor in England and Wales
Solicitor and Barrister in Ontario, Canada
Real Estate Industry:
Licensed Broker #01841337, California Department of Real Estate
Law Firm Experience
Lawyer, Shearman & Sterling (900-lawyer firm with 20 offices)
Lawyer, Stikeman Elliott (500-lawyer firm with 7 offices)
Top 10 Reasons to Choose Michelle for Your Trust and Estate Plan
While Michelle has experience in many facets of the law, she currently exclusively practices estate planning and has done so for over fifteen years. She does not just happen to practice estate planning, she has long-standing experience in this field.
2. Michelle has Practiced for Over Twenty Years
Before her estate law practice, Michelle has practiced mergers and acquisitions and securities law in Canada and the US as a corporate lawyer.
3. Michelle is a Recognized Leader in Estate Planning
While there are many estate planning lawyers and firms, few offer the innovative Personal Asset TrustSM and IRA Inheritance Trust to properly protect your assets. Michelle’s clients are not just left in the dark after the trust is signed, but have Successor Trustee manuals so the estate plan can be properly utilized.
4. Michelle Speaks English, Mandarin, and Cantonese Chinese
5. Alongside the Estate Plan Documents, Michelle Provides Valuable Items for Utilizing the Estate Plan
Michelle offers the previously mentioned Successor Trustee Manual, healthcare emergency cards, and a detailed schedule of assets. All Clients also receive free notarization services and witnessing on legal documents. Clients that opt for the Personal Asset TrustSM will also receive a manual on its proper use and administration, as some complexity is unavoidable in providing both flexibility and protection.
6. All Clients Receive the Free Service Package
Alongside the estate plan, all of Michelle’s clients receive a Free Service Package which include a regular three-year checkup meeting and other services. For more information, see Free Service Package.
7. Michelle Offers Asset Protection Beyond a Standard Living Trust
Any sizeable estate can and will benefit from protection beyond what is offered by a standard living trust. You may need protection from not just creditors, but even potentially the folly of your own beneficiaries. Michelle’s specialized trusts, such as the Personal Asset TrustSM and IRA Inheritance Trust can provide you with the protection you need for your estate.
8. Michelle has International Experience
Michelle not only has experience practicing in California, but is admitted and practiced in Canada, New England, and Wales. Michelle is also a licensed real estate broker and has represented international clients on their real estate in California.
9. Michelle offers both Estate Planning and Real Estate Expertise
As a licensed broker and estate planning expert, you can expect integrated quality real estate and legal advice and representation from Michelle. She can advise you on your trust and estate plan and more importantly, integrate her service seamlessly with your residential and commercial real estate purchases and sales, tax deferred 1031 exchanges and leases.
10. Extensive Professional Network
Michelle’s multinational experience in legal practice has allowed her to build up a large portfolio of professional contacts not only in California and the United States, but also in Asia and worldwide. As a client you are not only getting access to Michelle, but to her network of contacts as well to prepare your trust and estate plan.