Withers Bergman LLP

International Wealth Planning

Partner

Joy assists families and individuals in the tax-efficient transfer of wealth. Her practice includes estate and gift planning for domestic and international clients, charitable giving, and probate and trust administration. She assists families and individuals at all stages of life, from drafting the initial estate plan, implementing lifetime gifts and charitable planning, providing advice and counsel for use of sophisticated estate and gift tax saving techniques, to advising fiduciaries in post-mortem trust and probate administration.

Joy counsels domestic and international families on cross-border issues. She advises clients with assets that are located in multiple jurisdictions or those with cross-border interests or beneficiaries, and counsels individuals planning to enter or leave the United States. Joy also provides tax compliance advice for persons with foreign trusts, foreign bank accounts, or other foreign assets and entities, including advice regarding participation in the offshore voluntary disclosure or streamlined disclosure programs.

She also assists clients in forming public charities and private foundations and obtaining tax exempt status, and advises nonprofits in their ongoing operations.

Joy is a certified specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. She has been ranked on Legal Week's Private Client Global Elite "Ones to Watch" lists since 2017 and as a Super Lawyers Rising Star in 2015.

English, Mandarin

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

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.