T Lee - Phoenix Estate Planning Lawyer Reviews & Ratings
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About T Lee
My practice focus is estate planning for ultra high-net-worth inviduals and families, including charitable giving and business formation and structuring. I counsel clients on wealth transfer strategies, including the use of revocable trusts, irrevocable life insurance and gifting trusts, family limited partnerships and LLCs, qualified personal residence trusts, grantor retained annuity trusts, installment sales to grantor trusts, and other sophisticated tax planning techniques. As an adjunct to my estate planning practice, I advise clients on planned giving methods, and establishing charitable remainder trusts, charitable lead trusts, private foundations, support foundations, public charities, and other tax-exempt organizations and charitable-giving mechanisms. I also advise trustees and executors on their fiduciary responsibilities and tax implications in the administration and distribution of trusts and probate estates. In designing estate and business plans, I apply an integrated approach enabling clients to reduce personal and business liability exposure, minimize tax consequences, and meet multi-generational family objectives. Estate planning documents and business succession plans can be tailored to provide incentives to beneficiaries and successors (such as children and grandchildren) to become productive and contributing members of society. Incorporating each client’s unique family dynamic into such planning is emphasized.
Questions T Lee Could Answer
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Seeking guidance on who to contact Jul 22, 2026estate planning attorney — ArizonaLocation: Arizona I have had power of attorney for my mother in California since 2021. She has Alzheimer’s and is currently in a memory care facility. My estranged sister lives near her and got documents granting her POA. The documents are signed and notarized, but according to my mother, she…
Total Reviews 7
“My family, ILIT account and several LLCs. He also spearheaded a valuation of my company which will i”Read on Avvo
“I presented a seminar on estate planning with Jim through the National Business Institute and he was truly a pleasure to work with! Jim is highly knowledgeable and has a knack for explaining complicated legal concepts in a way that is easy to understand. I would recommend his services without hesitation.”
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Quick Summary Information for lawyer T Lee on Lawbamba
- Free or Complimentary consultation may be available for a few hours.
- Phoenix Lawyers Fees is generally in the range of $155-$493 per hour.
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