
STRATEGIC ESTATE & SUCCESSION PLANNING
Planning for Leaders in
Business and Real Estate
Your financial world is complex. Your estate plan should not be an afterthought—it should be an integrated component of your overall strategy. We don't just draft documents; we design comprehensive plans that account for your unique business risks, real estate holdings, and long-term goals.
For the Business Owner
A successful business requires a seamless continuity plan. We work to protect your company from internal disputes, unexpected events, and tax liabilities, ensuring the value you've built is preserved.
Developing robust business succession plans.
Structuring buy-sell agreements to manage transitions.
Integrating personal estate plans with business entities.
For the Real Estate Developer
Your portfolio is a significant asset. We help you manage and transfer your real estate holdings efficiently, minimizing tax burdens and protecting these assets for future generations.
Utilizing trusts to hold and manage property.
Planning for estate and capital gains tax implications.
Crafting strategies for gifting and transferring properties.
Our Comprehensive Services
Your financial world is complex. Your estate plan should not be an afterthought—it should be an integrated component of your overall strategy. We don't just draft documents; we design comprehensive plans that account for your unique business risks, real estate holdings, and long-term goals.
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We craft highly customized wills and trusts for business owners and real estate developers that are fully integrated with your business entities and real estate portfolios. We ensure these critical documents are structured to protect your assets, provide for your family, and facilitate a seamless transfer of wealth and control according to your exact wishes.
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Business Succession is the strategic process of creating a comprehensive plan to transition the ownership and management of your company to the next generation, key employees, or an outside buyer. A well-designed plan is critical to ensuring the continuity of your operations, preserving the value you have built, and minimizing potential tax liabilities and family disputes. At Lee & Lum, our firm helps business owners navigate this complex process by structuring customized buy-sell agreements, establishing clear governance, and developing a legal framework that facilitates a smooth and orderly transfer of leadership and assets, safeguarding your business's future and your personal legacy.
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Asset protection involves the strategic use of legal structures to shield your hard-earned wealth from future lawsuits, creditors, and other financial risks inherent in the worlds of business and real estate. It is not about hiding assets, but about creating a formidable legal fortress around them. Our firm helps clients by implementing advanced planning techniques, including the use of irrevocable trusts and limited liability companies. We meticulously design a defensive strategy that separates your personal wealth from business liabilities, providing you with crucial peace of mind and securing your assets for the future.
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Effective tax planning is essential to preserving your legacy and maximizing the wealth you pass on to future generations. Without a proactive strategy, federal and state estate taxes, gift taxes, and capital gains taxes can significantly erode the value of your assets. At Lee & Lum, we analyze your complete financial picture to implement sophisticated, tax-efficient strategies designed to minimize your liabilities so that your wealth is preserved for your beneficiaries, not depleted by unnecessary taxation.
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A Power of Attorney is a critical legal document that grants a trusted agent the authority to make financial and healthcare decisions on your behalf should you become unable to do so yourself. For our clients, this instrument is a vital component of both personal planning and business continuity. An unexpected incapacity without a robust Power of Attorney in place can paralyze business operations and leave personal affairs in limbo. Our firm ensures these documents are comprehensively drafted to provide clear authority, allowing your designated agent to manage business interests, handle real estate transactions, and direct your personal and medical care seamlessly in a time of crisis.

Secure Your Legacy.
Your legal challenges deserve a strategic plan.
Let's discuss the path forward for your business, your assets, and your family.