Tony Yu is the Managing Attorney at DSG Wealth & Trust Law, our in-house Trusts &
Estates law firm. Tony Yu is also the 2nd generation Principal of DSG Family Legacy Insurance
Solutions, our advanced life insurance consulting firm that advises high net worth families on
Wealth Protection and Succession.
Tony studied Business-Economics, Communications, and Accounting at UCLA, and
completed his Juris Doctor (with Tax Specialization) from the University of California -
Hastings College of the Law. In 2008 and 2012, the Southern California Super Lawyers
Magazine recognized Tony Yu as a “Rising Star” in law (top 2.5% of attorneys).
Tony was formerly a Trust Attorney at Holland & Knight LLP, the largest trust law firm
in the US, and also a clerk at the Los Angeles Probate Court. Tony actively serves the
community via:
• Asian Pacific CPA Association, President
• Taiwanese American Lawyers Association, President (ret.)
• Asian Pacific Community Fund, Board Chairman (ret.)
• National Asian Pacific American Bar Association, Co-Chair of Trusts & Estate
Committee (ret.)
• California State Bar, Vice Chair of Estate and Gift Tax Committee (ret.)
Tony is experienced and certified in diverse wealth-related specialties:
• Attorney, California State Bar
• CPA, Certified Public Accountant, California
• CFP® Certified Financial Planner™
• CPCU, Chartered Property Casualty Underwriter
• ACI, Associate in Captive Insurance
• CLU, Chartered Life Underwriter
• ChFC, Chartered Financial Consultant
• PFS, Personal Financial Specialist
• CFS, Certified Funds Specialist
• AEP®, Accredited Estate Planner
• TEP, Trusts and Estates Practitioner
• CA Property & Casualty, Health, and Life Insurance Licenses
• FINRA Series 7, 24, 63, 65

Faculty Member’s Sessions