Lovingly communicate your wishes and lessen the burden on your heirs.
Lucy is a Certified Specialist in Estate Planning, Trust and Probate Law, certified by the State Bar Board of Legal Specialization.
Lucinda Lee’s experience involves estate and tax planning for individuals (including entrepreneurs, executives, artists, professionals, philanthropists, and heirs), their families, their family businesses, and their philanthropic entities. She specializes in counseling families in multi-generation wealth transactions. She also works in the areas of trust and estate administration, probate avoidance, and charitable giving. Her planning helps individuals lovingly communicate their wishes, further their charitable purposes, and reduce unnecessary taxes and expenses to protect their families, businesses, and investment portfolios. At a client’s request, Lucy will meet with her clients at their homes or offices.
Lucy encourages clients to write their own “Letters of Wishes” to family members to personalize their thoughts and wishes for the beneficial uses of her clients’ legacy. Lucy also encourages clients to write similar letters with detailed directions on end-of-life guidelines to supplement legal documents. Clients regularly compliment Lucy for her nurturing manner and personal handling of their legal matters. When appropriate, Lucy involves additional counsel for specific projects, such as business issues, real estate transactions, and litigation.
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Contact
➤ Location
3950 Civic Center Drive #300
San Rafael, California 94903-5900
➤ Contact
lucy@lucindaleelaw.com
Photographer Don Kellogg © 1979 | All Rights Reserved
“Lucy really put our minds at ease - we are the typical financial execs who did not have their affairs in order. I cannot thank her enough.”
“I can’t imagine getting through this difficult time without Lucy’s guidance. She is understanding and diligent. We are so thankful for her wisdom and patience in dispensing it.”
“We can’t thank you enough for your thoughtful, thorough and brilliant work on our behalf! It feels very good to have the wills and wishes done, especially after intending to update everything for so long and not getting around to it. You are a special person, Lucy, and we are lucky to have you as a friend and attorney - thanks for being you!”