Serving The Bay Area And All Of California For More Than A Decade

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Yulissa Zulaica

  • Managing Partner

Practice Areas

  • Estate Planning - Domestic and International
  • Probate
  • Trust Administration
  • Trust and Estate Litigation
Rated By Super Lawyers | Yulissa Zulaica | SuperLawyers.com

Biography

Yulissa Zulaica is the Managing Partner at JKZ LLP. Her estate planning practice includes representing high net worth clients and cross-border issues in estate planning. She has also served as an expert witness in matters relating to international planning. In addition, Yulissa has extensive experience with probate and trust administration and litigation, and she represents clients in court on contested and uncontested matters. Yulissa is a frequent speaker on topics related to estate and probate matters, including wealth transfer strategies and tax planning.

Yulissa has contributed to various publications for Continuing Education of the Bar (CEB). She is a member of the State Bar of California and the Trusts and Estates Section of the Bar Association of San Francisco. She has been named a Northern California Super Lawyer since 2017. She earned two B.A.s from the University of California, Berkeley and her J.D. and L.L.M. in Tax from Golden Gate University.

Yulissa has been an advocate in the community for most of her life. Over the years she has dedicated her free time with many organizations, including but not limited to the Volunteer Legal Services program of the San Francisco Bar Association, the Latino Community Foundation, and the Women’s Cancer Resource Center and various political campaigns. She also served on the Boards of San Francisco La Raza Lawyers Association, Bay Area Latino Lawyers Fund and Thousand Currents.

Yulissa currently lives in the East Bay with her husband, two children and her dog.

Education

  • Golden Gate University School of Law, San Francisco, California
    • J.D.
  • Golden Gate University School of Law, San Francisco, California
    • LL.M.
  • University of California, Berkeley
    • B.A.

Bar Admissions

  • California, 2011

Recognition

  • Northern California Super Lawyers Rising Star
  • Society of Trusts and Estates Practitioners - TEP designation

Professional Associations

  • The Bar Association of San Francisco
  • Served on the Board of San Francisco La Raza Lawyers Association

Speaking Engagements and Publications

  • General Wealth Planning, 2021
  • California Domestic Partnerships and Same Sex Marriage, CEB
  • Funding Trusts, CEB, 2018

Community Involvement

  • Latina Giving Circle (Latino Community Foundation), Present
  • Served on the Board of Bay Area Latino Lawyers Fund
  • Served on the Board of Thousand Currents

Classes & Seminars

  • Intro to U.S. Tax Updates Under OBBBA and Cross Border Estate Planning for Same-Sex and Non-Traditional Families- Navigating U.S. Tax Complexities and International Asset Structures, Global Financial Planning Institute January 2026
  • Your Legacy, Your Way: Winning Moves in the Age of the Big Beautiful Tax Bill | Co-Presenter, San Diego MCLE Co-hosted November 2025
  • Mitigating Growth Risks: Protecting Your Practice While You Expand | CLA 2025 Leveling Up Your Practice CLA Small and Solo Business Summit July 2025
  • Preventing and Addressing Financial Elder Abuse through Estate Planning | Co-Presenter, Legal Assistance for Seniors 19th Annual Conference on Elder Abuse May 2025
  • Death and Divorce: How to Prepare when Two Traumatic Events Collide | Co-Presenter, California Lawyers Association, 2025
  • Foreign Assets and Taxes and Beneficiaries, Oh My!!: What Fiduciaries Should be Aware Of, Professional Fiduciary Association of California 2025.
  • Practical Case Studies for the Multinational Client: The Lessons We Have Learned, California Law Association, 2024
  • Proven Strategies to Increase Your Law Firm’s Profitability| Co-Presenter, Managing Partner Forum Fall Symposium, 2024
  • Planning for the International Client: What Financial Planners Should Know about Estate Planning for the Mobile Client, Global Financial Planning Institute, 2023
  • Alzheimer’s Disease and Other Dementias – What Do Planners and Litigators Need to Know? | Co-Presenter, California Law Association, 2022
  • Practical Issues in Estate Planning that Financial Advisors Should Know, FPA NorCal Conference 2021
  • Planning for International Clients - What Estate Planners Should Know About the Mobile Client – Bar Association of San Francisco, 2020
  • Planning for International Clients - What Financial Planners Should Know About the Mobile Client – FPA NorCal Conference, 2020
  • As if Divorce Was Your Biggest Problem - What Happens When Someone Dies in the Middle of a Divorce Proceeding, The Bar Association of San Francisco and California State Bar, 2020
  • How to Value, Prepare and Sell Real Estate and Minority Interest, The Bar Association of San Francisco, 2019
  • Revocable Trusts: A Versatile Tool for Every Occasion, National Business Institute, 2017
  • Irrevocable Trusts: Tax Savings and Asset Protection, National Business Institute, 2017
  • Marshalling/Valuing Assets, Probate Boot Camp, 2017
  • Probate Proceedings and Trust Administration, Stanford Investment Group, 2016
  • Trusts 101, National Business Institute, 2015
  • Selecting a Trustee, San Francisco Parks Alliance, 2015
  • The Afterlife of Wills and Living Trusts: Probate, Trust Administration and the backend of Estate Planning, Cypress Lawn Seminar, 2015
  • Probate Process from Start to Finish, National Business Institute, 2015
  • Selecting a Trustee for Your Living Trusts, Cypress Lawn Seminar, 2015
  • Speaker, Morgan Stanley, 2014
  • Foundational Estate Planning, Cypress Lawn Seminar, 2014
  • Foundational Estate Planning & Tax Consideration, HSBC Seminar, 2014
  • Foundational Estate Planning, Farmers Insurance Class, 2014
  • Grantor Trust Overview: Focusing on Intentionally Defective Grantor Trusts, National Business Institute, 2013
  • Financial and Legal Considerations for LGBT and Same Sex Families in Light of the U.S. Supreme Court Decisions, MetLife Seminar, 2013
  • Generosity and the IRS - Estate Planning and Charitable Planned Giving, IDEX and LCF, 2012
  • Speaker, Latino Community Foundation San Francisco, 2012

Certified Legal Specialties

  • Estate Planning, Trust and Probate Law, California State Bar, 2018

Languages

  • English
  • Spanish
  • Japanese (Conversational)
  • Basque (Conversational)