SECURE YOUR LEGACY:
Business Succession Planning
Keeping It in Good Hands
Ensure Continuity
Leave a Legacy
September 26 // 5:30PM
Moraga Country Club
Learn How to Avoid Costly Mistakes in Business Succession and Estate Planning
Why you need to attend?
Gain Peace of Mind: Learn how to protect your business, assets, and loved ones with tailored strategies that ensure your legacy endures.
Expert Guidance: Receive actionable insights from esteemed professionals who specialize in business succession and estate planning for business owners like you.
Secure Your Future: Discover how to effectively plan for the future, ensuring a smooth transition and the continuity of your business.
REGISTRATION CLOSES IN
Meet our FEATURED SPEAKER
Yuki Ku, Esq.
Founder Attorney
Roots and Wings Legal
Meet Yuki Ku, the founder and principal attorney of Roots and Wings Legal. With over a decade of experience as a corporate M&A attorney at prestigious multinational law firms including Covington and K&L Gates, Yuki has a deep understanding of business complexities. She has served as Head of Legal for one of Time100 Most Influential Companies based in Silicon Valley and as General Counsel to various private tech companies.
Yuki’s personal experience with a failed succession and estate plan after her father’s sudden passing inspired her to dedicate her career to helping business owners protect their hard work, secure their assets, and ensure a smooth transition. She combines her extensive legal expertise with a heartfelt commitment to preserving family legacies.
Join Yuki at our seminar to learn invaluable strategies for comprehensive business succession and estate planning, and discover how you can safeguard your business’s future.
What People are Saying...
"I'm a mom and business owner who went to the guardianship workshop at Roots and Wings Legal. Wow, was it an eye-opener! The info they shared wasn't like anything I've read online. It was super helpful and made me realize how important this stuff is for my kids. I'm really thankful for the team taking the time to explain it all. Highly recommend this workshop and the Roots and Wings Legal team to other parents – it's a must-do!"
Owner of Creative Art & Clay in Walnut Creek
Yuki is an amazing business attorney, she is really there to help you secure your business to protect you along the way if you growing your company. She is very knowledgable and educated me a lot in my new startup. I feel very safe knowing I am legally documented and ready to tackle the world!
Jacky Chen, Owner of Online Marketing Business
"I had the pleasure of working with Yuki Ku on my will and trust. From the outset, her commitment to providing a personalized and tailored service was evident. The bespoke wills and trust she crafted for me not only met but exceeded my expectations."
James Ly, Law Firm Owner
We love working with Yuki and her team on our estate planning journey. The process goes smoothly as the team is professional, detail-oriented and responsive to any questions we have. I love that Yuki makes sure that she is available to us when we ever have questions and have regular check-in in the future to revisit estate planning which is hard to find in other practice. I would highly recommend Yuki!
Joan Chow, Working Professional
Yuki is great! She clarifies all throughout the process and is very professional and knowledgeable. Beyond that, she cares about and truly befriends her clients.
G & K Nelson, Retirees
Yuki is amazing! She is caring and knows her stuff. She works to put you at ease and will help your family be ready for the future!
Huy Tran, Law Firm Owner
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