Amy Hsiao, Esq.
Founder and Principal Attorney
Amy Hsiao is an experienced estate planning and business attorney licensed to practice law in California. She recently received the “Family Business Lawyer” designation awarded by the national Family Wealth Planning Institute. Amy distinguishes herself by providing personal care and quality service, as well as a pro-active approach to legal planning, which sets her apart from traditional law firms. She is truly your personal family lawyer.
Amy has received numerous recognitions in the industry, including
- 2017 Super Lawyers Rising Star, selected by Super Lawyers, to be published in Super Lawyers Magazine and Modern Luxury San Diego in February 2017.
- Best of the Bar 2017 and 2016 voted by her colleagues, published in the San Diego Business Journal.
- Top Young Attorneys 2015 and 2014 selected by the San Diego Daily Transcript
- Rated Excellent on Avvo, a review website for lawyers by clients and peers.
Amy is a member of Wealth Counsel, a national organization for estate planning professionals in pursuit of practice excellence; Society of Trust and Estate Practitioners (STEP), an organization focused on international estate planning and global wealth management; and the Trusts & Estates section and Tax section of the Sate Bar of California.
Amy is a frequent speaker on estate and business planning topics on radio and TV shows and author for local magazines and newspapers. Here are some of her representative presentations:
- Estate Planning 101
- Kids Protection Plan
- Guardian Nomination Workshop
- First Time Home-buyer Legal Strategies: How to properly hold title to your house?
- Power of Attorney and Advance Healthcare Directive Workshop
- Real Estate Broker seminar
- Insurance Agents seminar
- Financial advisors seminar
- LGBT Community seminar
- Charitable Giving
- Special Needs Planning
- Retirement Planning
- Asset Protection Planning
- Fiduciary duty
- Elder Law
Prior to starting her own law firm, Amy’s experiences include business litigation at Foley & Lardner; Higgs, Fletcher & Mack; Klinedinst and the Legal Aid Society of San Diego. She was a Judicial Extern with the Honorable Irma Gonzalez (Retired), the former Chief Justice of the Federal District of Southern California.
Amy is a leader in the legal profession. She is the President of the San Diego Chinese Attorneys Association; board member of Pan Asian Lawyers of San Diego; co-chair of Lawyers Club committee. She is also an active participant of the Access to Law Initiative, which provides pro-bono and low-bono legal services to the local community to achieve “justice for all.”
Furthermore, Amy is dedicated to community service. She received the Outstanding Service Award from the Legal Aid Society of San Diego, and Wiley W. Manuel Award from the State Bar of California. She is a member of the Rady’s Children Foundation, Union of Pan Asian Communities, NICOS Chinese Health Coalition, Taiwanese American Foundation, Formosa Association of Public Affairs; and she volunteers her time to help raise mental health awareness and medical research for children and the API community.
Amy graduated from California Western School of Law (J.D. in Business Law); University of New Hampshire (M.A. in intellectual property and e-commerce); and National Taiwan University (B.A.).
Before moving to the U.S., Amy worked as an international affairs manager at Farmar International Law Firm, with branches in Taipei, Taichung, Beijing and Xiamen. Prior to that, Amy worked as a conference interpreter in the United Nations office in Vienna and hosted a popular television show in Taiwan. Amy is fluent in Mandarin Chinese, Taiwanese (Fukienese), and Spanish.
Amy lives in San Diego with her husband, their toddler boy and an awesome dog. Amy enjoys yoga, swimming and traveling.
Bari’s expertise lies in asset examination, organization and trust funding. Bari was a licensed attorney that practiced civil litigation for 20 years before transitioning into the world of trust funding. As Funding Coordinator, Bari assists with the review and organization of asset information for each client, prepares our clients’ asset reports, and works diligently with our clients and their financial institutions to make sure their assets are properly titled to coordinate with their estate plans. What sets our firm apart from others is largely due to the hand work of our Funding Coordinator, Bari Vallas. We pride ourselves in the fact that we ensure our clients’ trust plans are properly funded, meaning that clients’ assets are properly titled or re-titled so that the plan works as intended when the plan is needed. Without proper funding, a trust is just a fancy looking document with little to no value. Bari helps clients review and organize their asset information and helps the firm deliver an estate plan that gives tremendous value. Bari resides in California with her husband and their four-legged babies.
Client Services Director