Joy C. Chang

Partner | San Diego, San Francisco

Joy is a partner in the private client and tax team.

She assists families and individuals in the tax-efficient transfer of wealth. Her practice includes estate and gift planning for domestic and international clients, charitable giving, and probate and trust administration. She assists families and individuals at all stages of life, from drafting the initial estate plan, implementing lifetime gifts and charitable planning, providing advice and counsel for use of sophisticated estate and gift tax saving techniques, to advising fiduciaries in post-mortem trust and probate administration.

Joy counsels domestic and international families on cross-border issues. She advises clients with assets that are located in multiple jurisdictions or those with cross-border interests or beneficiaries, and counsels individuals planning to enter or leave the United States. Joy also provides tax compliance advice for persons with foreign trusts, foreign bank accounts, or other foreign assets and entities, including advice regarding participation in the offshore voluntary disclosure or streamlined disclosure programs.

She also assists clients in forming public charities and private foundations and obtaining tax exempt status, and advises nonprofits in their ongoing operations.

Joy ranked on Legal Week’s Private Client "Ones to Watch" 2017 list and as a Super Lawyers Rising Star in 2015. She is a certified specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization.

Secretary Kathleen Leach

Track record

Admissions

Publications

Memberships

Talks

Legal Week Private Client Global Elite: One to Watch 2017

San Diego Super Lawyers: Rising Star 2015

San Diego Business Journal: Best of the Bar 2015

State of California, 2005

‘How Much is ‘‘Almost All?’‘: The Case for Keeping the ‘Math’ in the Otherwise Mathematical Public Support Equation Proposed Guidance Under Treasury Regulation §1.170(A)-9(f)(7)(iii)’, Tax Notes Today, July 2013, author

‘How Deductible is that Kitty in the Window? The Deductibility of a Volunteer’s Unreimbursed Animal-Care Expenses’, ABA Animal Law Committee Newsletter, Fall 2011, author

‘Warren Buffett’s $37 Billion Surprise’, San Diego Lawyer, March and April 2007, co-author

San Diego County Bar Association - Estate Planning, Trust and Probate Law Section and International Law Section

Society of Trust and Estate Planning Practitioners - Registered Trust and Estate Practitioner

Pan Asian Lawyers of San Diego

‘Current Trends in Representing Clients from Greater China’, Morgan Stanley International Client Advisor’s Symposium, San Diego, California, September 15, 2017, speaker

‘Tax Planning Considerations for Non-U.S. Persons with U.S. Assets’, Jerry A. Kasner Estate Planning Symposium, Santa Clara, California, September 7, 2017, speaker

‘Traps for the Unwary: Issues to Consider in Cross-Border Fiduciary Litigation and Trust or Probate Administrations’, Topics in International Estate Planning, 2017 SFEPC & GGU Law Morning Symposium, San Francisco, California, June 2017, co-presenter

Education


Languages


  • English
  • Mandarin

Dates


Joined

2015

Recognition


San Diego

101 West Broadway,

Suite 1000,

CA 92101

View Office

San Francisco

505 Sansome Street,

2nd Floor,

CA 94111

View Office

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