Jim practices in the areas of estate planning, business design and structuring, and commercial transactions, including tax planning, corporate, partnership, LLC, real estate, and international matters. He counsels clients on wealth transfer strategies, the use of trusts (including grantor trusts, such as GRATs and QPRTs), commercial business entities, family limited partnerships and LLCs, tax-free installment sales, and other sophisticated tax planning techniques. Jim works closely with individuals and families, developing long-term relationships to help ensure continuity from generation to generation.
As an adjunct to his estate planning practice, Jim advises clients on planned giving methods, and establishing charitable remainder and lead trusts, private foundations, public charities, and other tax-exempt organizations. He also advises trustees and executors on their fiduciary responsibilities and tax implications in the administration and distribution of trusts and probate estates.
Jim uses creative problem solving and strategic insight to achieve planning objectives appropriate for ultra high-net-worth individuals and families. In designing estate and business plans, he applies an integrated approach enabling his clients to reduce personal and business liability exposure, minimize tax consequences, and meet multi-generational family goals. 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 family’s unique dynamic into such planning is emphasized.
Jim is a fellow of the American College of Trust and Estate Counsel (ACTEC), a group of peer-elected trust and estate attorneys spanning the U.S. and abroad.
Trusts & Estates
Business and Finance
Nonprofit and Tax-Exempt Organizations
Private Client & Wealth Preservation
Recent Tax Developments - 2018 August
Recent Tax Developments - 2018 July
ACTEC | Jim Lee on the New Partnership Audit Rules
Recent Tax Developments - 2018 January
Tax Planning Checklists - 2017 End of Year
Recent Tax Developments - April 2017
Tax Planning Checklists - 2016 End of Year
Recent Tax Developments - October 2016
Valuation Discounts: Going, Going,...
Recent Tax Developments - January 2016
Surface Transportation and Veterans Health Care Choice Improvement Act of 2015
2015 Second Quarter Tax Developments
Tax Developments for First Quarter 2015
Families of Those with Disabilities; New “ABLE Accounts”
Tax Developments in February 2015
Tax Developments in 2015
Tax Developments in 2014
Tax, Business and Estate Planning
Tax Update January 2014
Other Articles and Presentations