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TAX

Within many of Soo Yeon Lee's practice areas there is an aspect involving tax. This layer is present in every transaction: whether it be a major business transaction or an individual's every day real estate or estate planning.

 

Working with a legal counsel who has acquired the requisite knowledge across different tax areas will give a client a unique and rare opportunity to discuss and plan in the best way possible that achieves the client's goals and protects against contingencies and unintended consequences. She will ask the right questions, have reliable and good answers, and guide the client with smart and thoughtful advice. 

Contact Soo Yeon Lee if you are looking for such counsel. She welcomes an opportunity to work with clients who understand and appreciate this unique value she provides. 

Soo Yeon Lee has special interests in wealth transfer and legacy planning. In addition to a tax LL.M degree, she has obtained a certificate in this area, which covers the following:

  • Estate and Gift Taxation

  • Income Taxation of Trusts and Estates

  • Estate Planning

  • International Estate Planning

  • Tax Exempt Organizations

She advises business owners with their income tax and estate/gift tax planning, as well their charitable giving planning. 

Soo Yeon Lee is passionate about non-profits and private foundation. She helps clients with donating real estate, business or other assets to public charities, and also guides and assists clients with forming a private foundation to fulfill their charitable purpose from their private wealth. 

Soo Yeon Lee also assists clients with tax controversy. 

Services

Real Estate and Tax 

Estate and Gift Tax

Business Transaction and Tax

Business Entities and Tax

Charitable Giving

Private Foundation 

Private Operating Foundation

501(c)(3) Real Estate Tax and

Sales Tax Exemption

Charitable Donation

Clients do

Discuss best vehicle to donate various properties, including analysis of the tax impact of such, charitable deduction, and other transactional costs.

Consider tax aspect of real estate purchase, sale, exchange, inherit or gift 

Business owners consider tax aspect of the business succession, sale, inherit or gift, as well as their other assets

Set up a private foundation to fulfill charitable purposes from private wealth