Joy C. Chang

Talks

• 'Across the pond: Hot topics in US/UK real estate, tax, and estate planning,' Withers San Francisco - November 12, 2025, moderator

• 'Pre-Immigration and Post-Immigration Planning for Chinese Families Moving to America,' Hawaii Tax Institute 62nd Annual In-Person Conference - November 3, 2025, panelist

• 'Charitable Giving Across Borders: Opportunities and Challenges for US and Non-US Donors,' Conference on Charitable Giving - May 8, 2025, speaker

• 'Inbound International (Individual) Panel,' CalCPA TaxTrek International Conference - November 16, 2021, speaker

• 'Cross Border Investing and Planning Techniques - Triumphs and Tragedies II,' CalCPA presentation - August 19, 2021, co-presenter

• 'Cross Border Investing and Planning Techniques - Triumphs and Tragedies I,' CalCPA presentation - June 24, 2021, co-presenter

• '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, speaker

• 'What You Don't Know Can Hurt You: Tax Traps for Foreign Persons Investing in Silicon Valley,' HLB Asia Pacific Conference, Redwood City, CA - June 21, 2019, speaker

• 'The Changing Face of High Net Worth in Asia,' M International Advisors Conference, Miami, Florida - May 21, 2019, panelist

• 'Cross-Border Planning: Tips for Domestic Planners Facing Increasingly Global Clients,' Sacramento Estate Planning Council - November 14, 2018, speaker

• 'Women in Law,' Women's Museum of California and UC Hastings College of the Law - October 23, 2018, moderator

• 'Charitable Giving Options and Tax Law Changes,' UC Hastings College of the Law - October 19, 2018, panelist

• '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

• 'Understanding the Real Needs of Wealth Owning Families Connected to Asia: Focus on Greater China and Links with U.S.', STEP International Tax and Estate Planning Forum: Around the Globe in 2017, Laguna Beach, California - May 2017, panelist

• 'Yours, Mine, Ours: California Marital Property, Characterization and Consequences', North County Inland CalCPA, San Diego, California - September 2016, speaker

• 'Tax and Estate Planning for Non-resident Aliens and Immigrants', Financial Planning Association of Orange County, Allied Professionals Summit, Newport Beach, California - September 2016, speaker

• 'Estate Planning for Foreign Assets', San Diego County Bar Association, San Diego, California - May 2016, co-presenter

• 'Planning Considerations for U.S. Persons Investing in Foreign Real Property', Society of Trust and Estate Practitioners (STEP) San Diego Chapter meeting - September 2015, speaker

• 'Strategies for Wealth Transfer to the Next Generation', Taiwanese-American Chamber of Commerce - Los Angeles Business Expo, City of Industry, California - September 2013, speaker

• 'Gift and Estate Planning for the Mainland Chinese Client', Society of Trust and Estate Practitioners (STEP) San Diego Chapter meeting - July 2013, co-presenter

• 'How Much is "Almost All?": The Case for Keeping the 'Math' in the Otherwise Mathematical Public Support Equation', California State Bar Taxation Section Washington, D.C. Delegation, Washington, D.C. - May 2013, co-presenter

• 'Trustee Duties and Trust Administration', Women's Financial Workshop, San Diego, California - October 2012, speaker

• 'Nuts and Bolts of Drafting: Statutory Requirements and Elements of a Good Dispositive Document', Drafting and Designing Revocable Trusts in California, Mentor Legal Drafting Courses sponsored by City National Bank and The San Diego Foundation, San Diego, California - October 2011, speaker

• 'Current Trends on International Tax Planning'', Current Trends in International Cross Border Planning; Investing in a Transparent World, presented by Amicorp, San Diego, California - July 2011, panelist

• 'How to Manage the Estate Planning Process', Healthy, Wealthy, and Wise presented by Scripps Health Foundation and Luce Forward, Carlsbad, California - March 2010, speaker

External publications

• 'Law360 Names Attys Who Moved Up the Firm Ranks in Q3,' Law360, November 1, 2018, featured

• '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

Admissions

• State of California, 2005

Education

• Georgetown, cum laude, (Foreign Service), B.S.

• L'Université Lyon III, Jean Moulin, DEUF

• National Chengchi University, Graduate School of Diplomacy, Fellowship

• University of California, Hastings College of the Law, cum laude, Thurston Society, J.D.

Languages

• English
• Mandarin

Memberships

• California Board of Legal Specialization Certified Legal Specialist in Estate Planning, Trust and Probate Law 

• 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

• Alumni Association Board of Governors, U.C. Hastings College of the Law, 2007 to 2010, 2016 to present

• UC Hastings College of the Law Planned Giving Advisory Board

• San Diego County Bar Foundation Board of Directors

• Scripps Health Foundation Gift Planning Advisory Board, 2012-2018

• KPBS Planned Giving Advisory Committee, 2012-2018

• California State Bar Taxation Section Washington, D.C. Delegation, 2013 Delegate

• Law Library Justice Foundation Board Member, 2007 to 2010

Key dates

• Year joined: 2015