Alexander M. Lee
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OVERVIEW
Alexander is a lawyer in the firm’s Estate & Wealth Advisory Practice Group.
Alexander works closely with clients to understand their overall goals and needs in order to craft estate plans that are tailored to their unique circumstances. Alexander is able to serve his clients in both Cantonese and Mandarin Chinese.
Outside of the office, Alexander enjoys hiking and skiing at the local mountains, as well as traveling to new places where he can sharpen his photography skills.
REPRESENTATIVE CLIENT WORK
ESTATE PLANNING
- Preparing personalized, tailored documents for end-of-life and incapacity needs:
- Wills, powers of attorney and representation agreements
- Assessing suitability and relevance of specialized issues:
- Multiple will planning, multi-jurisdictional will planning and joint asset planning
- Assessing risk and planning for potential challenges:
- Wills variation, incapacity and undue influence claims
ESTATE ADMINISTRATION
- Preparing estate grant applications:
- Grants of probate and administration
- Attending to other post-estate grant matters such as transmission of real estate, corporate assets, and interim and final distributions
TRUST PLANNING
- Drafting settlement documents for alter ego, joint spousal, and family trusts
- Reviewing and advising on revisions to existing trusts:
- Amendment of settlement deeds, changes to beneficiaries and distribution, and changes to appointed trustees
CORPORATE PLANNING
- Business succession planning and other corporate matters:
- Estate freezes, corporate reorganizations, changes of directors or officers, transfer of shares, etc.