Jordan Lui

Jordan Lui is an associate who practices taxation, business transactions, and estate planning. Her integrated expertise in tax and estate planning, offer comprehensive solutions that cover both legal and financial aspects of estate management. This unique blend of skills allows her to provide clients with holistic strategies that align with their personal and business goals.

Jordan excels in developing advanced tax minimization strategies. Her focus on reducing estate and gift tax liabilities ensures that clients maximize wealth transfer to their beneficiaries while remaining compliant with tax laws. This knowledge makes her a valuable asset to individuals and businesses seeking efficient and effective estate planning and tax advice.

Education

  • J.D., Santa Clara University, School of Law
  • LL.M., Taxation, Golden Gate University
  • B.A., University of California, Berkeley

Areas Of Practice

Our business and finance attorneys represent national, regional and local clients participating in significant transactions.

Our tax attorneys are committed to helping clients proactively structure their businesses, transactions, and estate plans in the most tax-efficient manner.

Thoughtful and careful preparation of estate plan documents is key to wealth preservation and transition. Proper implementation and diligent administration are equally critical.

Admissions

  • California