Joy C. Chang

Partner | San Francisco, San Diego

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 is is a certified specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. She is ranked on Legal Week’s Private Client Global Elite "Ones to Watch" lists in 2017, 2018, and 2019 and as a Super Lawyers Rising Star in 2015.

Secretary Victor Pettiford

Track record

Admissions

Publications

Memberships

Talks

Legal Week Private Client Global Elite: One to Watch 2019, 2018, 2017

Super Lawyer 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

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

Society of Trust and Estate Practitioners – Registered Trust and Estate Practitioner

Pan Asian Lawyers of San Diego

‘Ethics Roundtable,’ ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 14, 2019, panelist

‘Planning and Ethics Issues for the International Estate Planner,’ ALI CLE International Trust and Estate Planning 2019, Washington, D.C. - November 14, 2019, panelist

‘Tax-advantaged Charitable Giving,’ UC Hastings Golden Society - October 18, 2019

Education


Languages


  • English
  • Mandarin

Dates


Joined

2015

Recognition


San Francisco

505 Sansome Street,

2nd Floor,

CA 94111

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San Diego

101 West Broadway,

Suite 1000,

CA 92101

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Regularly works with...