Background
Lee, Lucinda was born on April 14, 1946 in Palo Alto, California, United States.
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Lucinda Lee
Edit ProfileEducation
Vassar College (Bachelor of Arts, 1968). Stanford University (Juris Doctor, 1971).
Career
Worked at Lucinda Lee (AV) (San Francisco, California) specializing in Family Wealth Transactions, Tax, Trusts and Estate Planning. Admitted to the bar, 1972, California. 1973, United States. Tax Court.
1975, United States.
Claims Court. Author: "Estate Planning for Shareholders," California Closely Held Corporations, Matthew Bender & Company, Incorporated., 1988. "Selected Estate Planning Techniques," Handbook for Attorneys, Accountants and Financial Advisors, Jewish Community Federation, 1987.
"Incorporation of Professionals and Executives," Personal Tax Planning for Lawyers, California Continuing Education of the Bar, 1983. "Tax Consequences of Remarriage, Tax Aspects of Marital Dissolutions," California Continuing Education of the Bar, 1979.
"Foreign Trusts," Income Taxation of Foreign Related Transactions, Matthew Bender, 1983.
"The Revenue Acting of 1978," and "The Tax Reform Acting of 1976," American Bar Association. Company-author: "Liability of Fiduciaries and Trust Assets for Contaminated Trust Properties Under the Hazardous Waste Laws," with James R. Arnold, California Environmental Law Reporter, August 1991. "Estate Planning for Shareholders of Close Corporations," Closely Held Corporations, Illinois Institute for Continuing Legal Education, 1986.
"Factors to Determine Effectiveness of Tax Shelters," 12 Taxation for Accounts 92, 1974.
Lecturer: "Tax and Financial Planning for Individuals," California Continuing Education of the Bar, 1985. "Trusts in Estate Planning," Practicing Law Institute 15th and 17th Annual Estate Planning Institute, 1984 and 1986.
"Compensating the Executive," American Bar Association, 1978-1980. "Tax Planning for Lawyers," Bar Association of San Francisco, 1979.
"Shareholder Buy-outs, Preferred Stock Bailouts and Partial Liquidations," Practicing Law Institute, 1978.
"Taxation of Current Executive Compensation," American Bar Association, 1978. Professor, "Income and Taxation, Wills and Trusts and Advanced Tax Planning," University of San Francisco Law School, 1979, 1980. Member, Taxation Law Advisory Commission for the California Board of Legal Specialization, 1982-1986.
Member, Executive Committee and Chair, Continuing Legal Education Committee, 1980-1982.
Fellow, American College of Trust and Estate Counsel. (Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization).
Lucinda Lee started her own law firm after twenty-five years with major law firms in San Francisco and Palo Alto because she recognized that her clients" needs would be best satisfied with more personal attention from experiences and dedicated professionals who were already familiar with the types of planning and implementation required by her unique clients.
Achievements
Membership
Member, Taxation Law Advisory Commission for the California Board of Legal Specialization, 1982-1986. Member, Executive Committee and Chair, Continuing Legal Education Committee, 1980-1982. Fellow, American College of Trust and Estate Counsel.
(Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization).
Fellow, American College of Trust and Estate Counsel. (Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization).
