THE LEE LAW GROUP, PLLC

100 W. LONG LAKE ROAD, SUITE 240

BLOOMFIELD HILLS, MI 48304-2772

PHONE (248) 646-4200

FAX (248) 642-0625

HENRY P. LEE, ESQ., MEMBER:

Education:               University of Michigan (B.A.) Indiana University (J.D.); New York University (LL.M. in Taxation).

Practice Areas: Tax Law; Estate Planning; Corporate Law; Partnership Law; Business Transactions; Retirement Planning; Mergers, Acquisitions and Divestitures; Trust Administration; Estate Administration; Charitable Planning; Entity Formations; Taxation of Real Estate Transactions.

Mr. Lee is the immediate past chair of the Estates & Trusts Committee of the Taxation Section of the Michigan Bar.  He is the current chairman of the 2004 Summer Tax Conference for the Tax Section of the State Bar of Michigan.  He has been a member of the American Law Institute - American Bar Association Faculty (ALI-ABA) and has made audio, video and in person presentations for them. He also has taught numerous courses for the Michigan Institute for Continuing Legal Education as well as the Michigan Association of Certified Public Accountants, and the Oakland County Bar Association, and other professional groups on Estate and Gifting Taxation, Income Taxation, Partnership Taxation, Trust Planning, and Corporate Business Succession Planning.  He was the Chair of the Oakland County Bar Association Tax Committee July 1996 to June 1997.  He currently serves on the Tax Council of the State Bar of Michigan Tax Section.

Recently Published Articles:

Author, “Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) - A Need To Revisit QTIP Planning”, Michigan Tax Lawyer, Vol. XXVIII, Issue 1, Winter

2002.

Co-Author, "Oops! I Almost Forgot The Income Tax Consequences! Cancel The Call To The Malpractice Carrier! - Selective Income Tax Issues Resulting From Implementation Of Gift And Estate Planning Techniques"; American Law Institute American Bar Association Advanced Estate Planning Techniques Seminar in Maui, Hawaii which was held February 18-20, 1999 (Presentation given by Henry P. Lee).

ANDREW R. LEE, ESQ., MEMBER

Education:               University of Michigan (B.A.); American University (J.D.); New York University (LL.M. in Taxation).

Practice Areas: Tax Law; Estate Planning; Corporate Law; Partnership Law; Business Transactions; Mergers, Acquisitions and Divestitures; Trust Administration; Estate Administration; Charitable Planning; Entity Formations; International Taxation; Estate & Gift Tax Return Preparation.

Mr. Lee’s practice focuses on tax planning for individuals and entities.  With regard to planning for individuals, Mr. Lee advises clients and drafts documents to implement cutting edge tax reduction or deferral techniques, such as through the use of Grantor Retained Annuity Trusts; Family Limited Partnerships, Sales to Defective Grantor Trusts; the creation of retirement plans; sales of stock to Employee Stock Ownership Plans; and Like-Kind Exchanges of Real Estate.  From the business perspective, Mr. Lee assists his corporate clients through the use of Tax Free Reorganizations, including Divisive Reorganizations; Redemptions; the creation of phantom stock plans; and assisting with the purchase or sale of businesses.  He also assists his clients with the start-up of their new business entities through the creation of Corporations, LLCs and Partnerships and the drafting of business agreements such as Buy-Sell Agreements, Operating Agreements, and Employment Agreements.

Bar Membership:            Michigan Bar Association (Tax Section; Trusts and Estates Committee); Maryland Bar Association; District of Columbia Bar Association; American Bar Association (Tax Section).

Published Articles:

Author, “Guidelines for Naming a Trust as Beneficiary of an IRA,” ESTATE PLANNING, Vol. 30, No. 10, October 2003.

Author, “New Dividend Planning Strategies for Shareholders and Corporations,” PRACTICAL TAX STRATEGIES, October 2003.

            Reprinted in Tax Ideas, November 2003.

Author, “Estate And Disposition Planning Issues For Same Sex or Other Unmarried Couples,”  TRUSTS & ESTATES, January 2002. Click Here to view the article

Summarized in The Estate Law and Planning Digest, Vol 4, Issue 1, pp. 3 - 4 (Spring, 2002).

Author, "Tax-Free Corporate Planning Techniques For Estate Planners"; ESTATE PLANNING, Vol. 27 NO. 8, October 2000.

Republished by the Monthly Digest of Tax Articles; October, 2001.

Co-Author, "Oops! I Almost Forgot The Income Tax Consequences! Cancel The Call To The Malpractice Carrier! - Selective Income Tax Issues Resulting From Implementation Of Gift And Estate Planning Techniques"; American Law Institute American Bar Association Advanced Estate Planning Techniques Seminar in Maui, Hawaii which was held February 18-20, 1999 (Presentation given by Henry P. Lee).

                               
Author, "Paying Death Benefits to the Surviving Spouses of Corporate Employees: Benefit the Corporation, the Spouse, and Also Get a Deduction"; Michigan Bar Journal, Vol 77, No. 5, pp. 448-452, 1998.

Republished by the Monthly Digest of Tax Articles; January, 1999.

   
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