Practice Overview
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.
“I am moved by your advice and counsel and the personal interest you impart towards our family. I recognize that I needn’t just guard my fortunes; I can move them, direct them, in significant ways that reflect my appreciation of what on this earth I’d like to protect. Thank you for telling me the time is now.”
About Lucinda Lee
Lucinda Lee established her solo practice in 1996. From 1972-1995, she was associated with and a partner in several prominent medium and large San Francisco and Palo Alto law firms. In addition, she was a term professor at the University of San Francisco Law School, teaching Wills and Trusts, Estate and Gift Taxation, Income Taxation, and Advanced Taxation in 1979-1980.
On behalf of her law school, Lucy served as the National Chair of the Stanford Law School Fund (1986-1988). She also served on the Stanford Law School Board of Visitors Executive Committee (1981-1983 and 1986-1989).
She has lectured for various community organizations: the Alzheimer’s Association, California Commission on the Status of Women, San Francisco Junior League, San Francisco, San Francisco Paralegal Association, Stanford Alumni Association, University of California Extension, United Way of California, and Yale University Northern California Alumni. She has spoken on community service programs for KALW, KNBR, and KCBS. She has given presentations to various businesses, including Dynamic Funds Management, UBSPaineWebber, Morgan Stanley Dean Witter, Shearson Lehman Brothers, CIGNA, and Bank of the West.
She was a member of the PaineWebber Attorney Network (1997-2000), and she served on the Advisory Board of Resourceful Women (1997-2000). Lucy was a member of the Marin Symphony Association Board of Directors (2006-2009), and she continues to consult for them.
In 1999, Lucy and 1,000 other cyclists rode in the 560 mile AIDS ride from San Francisco to Los Angeles and jointly raised $11.1 million dollars for AIDS research. Lucy continues to participate in various athletic events as fundraisers.
Lucy works in San Francisco and Marin. She is the mother of two (preschool teacher and banker), grandmother of 2, bonus parent of 4 and grandparent of 4.
Education
STANFORD LAW SCHOOL
Juris Doctor, 1971
VASSAR COLLEGE
B.A., Politcal Science, 1968
Certifications & Professional Memberships
Certified Specialist in Estate Planning, Trust and Probate Law
California Bar Association, Member
American Bar Association, Member
Bar Association of San Francisco, Member
Professional Fiduciary Association of California, Member
United States Tax Court, Member
US Court of Claims, Member
San Francisco Estate Planning Council, Member
National American College of Trust and Estate Counsel, Member
Northern California Super Lawyer by San Francisco Magazine (2014-2024)
Tax Advisory Commission of the Board of Legal Specialization, Member (1983-1986)
Marin County Bar Association, Member
Taxation Section and Co-Chair of the Continuing Education for the California State Bar, Executive Member (1980-1982)