Yolanda’s practice focuses on estate planning and family wealth transfer for individuals and families within and outside the U.S. She has experience in income, gift, estate, and generation-skipping tax matters.
Yolanda has experience assisting clients with estate planning, estate administration, cross border estate planning, and private foundations. Her estate planning experience covers designing and implementing estate plans to meet the family and philanthropic objectives of clients in a tax-efficient manner; assisting individuals and families in designing and implementing succession plans to transfer ownership and management of family enterprises; assisting clients in creative approaches to dealing with difficult wealth-related family issues; and assisting in structuring tax-efficient settlements of fiduciary and family disputes including contested probate and trust matters and in connection with the dissolution of marriages.