Fiona T. LeCong-Ly

Associate

Costa Mesa
T +1 714.966.8866
F +1 714.754.6611

Overview

Fiona LeCong-Ly focuses her practice on a variety of estate planning and administration, assisting high-net worth families in achieving their wealth transfer goals and guiding trustees through their fiduciary responsibilities under California law. Placing high value on the attention to detail, Fiona is an efficient and thorough advocate for clients. Fiona also holds a nonpracticing (inactive) license as a California Certified Public Accountant and was previously a tax manager at Deloitte Tax LLP.

Select Experience

  • Drafts basic estate planning documents, including wills, trusts and related materials.
  • Drafts and implements advanced estate tax planning documents, including intentionally defective grantor trusts, qualified personal residence trusts, grantor retained annuity trusts and insurance trusts.
  • Prepares federal gift tax returns and federal estate tax returns.
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Experience

  • Drafts basic estate planning documents, including wills, trusts and related materials.
  • Drafts and implements advanced estate tax planning documents, including intentionally defective grantor trusts, qualified personal residence trusts, grantor retained annuity trusts and insurance trusts.
  • Prepares federal gift tax returns and federal estate tax returns.
  • Guides trustees through the estate administration process.
  • Represents individual and corporate fiduciaries before the Internal Revenue Service (IRS) in estate and gift tax audits.

Recognitions and Memberships

Admissions

  • California, 2007

Education

  • LL.M., Taxation, Loyola Law School, 2008, cum laude
  • J.D., Loyola Law School, 2007; Senior Production Editor, Loyola of Los Angeles International and Comparative Law Review
  • B.A., Business Economics, University of California, Berkeley, 2004

Languages

  • Vietnamese