Yufei Li

Associate | Rancho Santa Fe

Fei is an associate in the private client and tax team.

Fei counsels high net worth and ultra-high net worth clients on estate planning, sophisticated wealth transfer, tax planning and wealth preservation.

Fei’s practice includes estate and gift planning for domestic and international clients, charitable giving, and probate and trust administration. She also has worked closely with business owners in business planning, income tax planning, and mergers & acquisitions.

Fei was recognized as a Super Lawyers Rising Star in 2017 and 2018.

Admissions

Memberships

Talks

State of California, 2013

Committee of 100 (C100) Leadership Mentee

King County Bar Association

National Asian Pacific American Bar Association

Orange County Asian American Bar Association

Orange County Estate Planning Counsel

‘Shaping the Future: Advance Health Care Directives and More,’ University of California, Irvine Office of Planned Giving, Irvine - March 7, 2017, presenter

‘Advanced Estate Planning: A Case Study,’ US Bank Private Client Reserve, San Francisco - June 2015, presenter

‘The ABCs of Estate Planning,’ Masterlife Financial Group, Inc., Cupertino - May 2015, presenter

Me in a minute

I look forward to working alongside clients as a true family counselor.

Without a doubt, the most rewarding aspect of estate planning for me is working closely with clients on matters of great personal value. Every day, I look forward to working alongside clients as a true family counselor, understanding both their financial matters and family relationships to create estate plans that reflect their unique goals and desires.

Education


Languages


  • English
  • Mandarin

Recognition


Rancho Santa Fe

6050 El Tordo,

PO Box 2329,

CA 92067

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