Ms. Yang assist clients with all aspects of estate planning, and trust and probate administration which includes trust planning that include living trusts, marital deduction trusts, irrevocable trusts, life insurance trusts, charitable trusts, foundations, special needs trusts, grantor retained interest trusts and intentionally defective grantor trusts. Business and asset succession planning has included recapitalizations, buy/sell agreements, split interest acquisitions, partnerships, estate freezes, private annuities, self-cancelling installment notes, management trusts, gifting with minority and lack of marketability discounts.
Minna Yang is a partner with Wagner, Kirkman, Blaine, Klomparens & Youmans LLP. With over 15 years of extensive experience, Minna is a member of the Business Transactions department, which practices in the areas of taxation, business matters, real estate, estate planning and probate. Ms. Yang not only provides direct representation to clients, but also serves as a practiced resource to client’s primary accountants, financial advisers and other representatives.
California State University, Sacramento, B.S., Accounting, 1986
Golden Gate University, San Francisco, M.S., Taxation, 1990
Lincoln Law School, J.D., Sacramento, 1996
California State Bar, 1997
U.S. Tax Court, 1997
Certified Public Accountant, 1990
HONORS AND AFFILIATIONS
California Society of Certified Public Accountants
American Institute of Certified Public Accountants
Member of the Sacramento County Bar Association, Tax and Business Sections
State Bar of California, Tax Section
Adjunct Instructor - Golden Gate University 2003 through 2005:
Lecturer - 1997 to present for various professional societies and organizations such as the Continuing Education of the Bar, Society of Enrolled Agents, PCBC Executive Conference, Tax Officers Summit and the California State Bar Association.