The Law Office of Alan J. Lee is a specialized estate planning and administration firm serving clients throughout Northern Virginia. With a practice limited exclusively to estate and trust matters, the firm offers focused expertise in creating tailored plans that protect clients’ legacies and ensure their wishes are honored.
Since 2000, Alan J. Lee has dedicated his practice to these specialized areas, providing personalized and thorough legal assistance. The firm is particularly adept at serving individuals, families, small business owners, and charitable organizations seeking clear, compassionate guidance through complex planning and administrative processes.
Services Offered
- Estate Planning
- Preparation of wills
- Preparation of trusts
- Advance medical directives
- Durable general powers of attorney
- Estate Administration
- Assistance with probate process
- Preparation of inventory and accountings
- Discovery and transfer of non-probate assets
- Payment of debts and expenses
- Distribution of assets to beneficiaries
- Trust Administration
- Assistance with testamentary trusts
- Assistance with revocable living trusts
- Assistance with all other types of trusts
- Tax Returns
- Preparation of income tax returns for estates and trusts
- Estate tax returns
- Gift tax returns
- Special Needs Planning
- Preparation of special needs trusts
- Charitable Organizations
- Formation of charitable entities
- Administration of charitable entities
- Filing for federal and state recognition of exemption
- Small Business Law
- Assistance with small business operation
- Transfer of business ownership to successor generation
The firm has been serving Northern Virginia since 2000 and offers assistance in matters not explicitly listed, often providing referrals to trusted legal professionals when specialized help outside their practice area is required.
