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Geoffrey Lee

Geoffrey Lee

Practice areas:

Estate Planning, Trusts, Probate, Tax, International Law

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About Me

Languages Spoken: Mandarin, English, Cantonese, Chinese, Xiang

Photos and Videos

4217946 1345484731

Practice Areas

Licensed since 2012

  1. Estate Planning: 35%
  2. Probate: 25%
  3. Trusts: 25%
  4. Tax: 10%
  5. International Law: 5%

Payment

Fees:

Hourly ($175-330/hour), Fixed (Always), Free Consultation (60 minutes), Pro Bono (5%)

Payment Types:

Check

Attorney Endorsements

1 total

  • Tamara B. Pow

    Geoffrey is incredibly thorough and detail oriented as well as easy to work with. I highly recommend him.

    More 

    Tamara Pow Business Attorney
    Relationship: Worked together on matter

Contact Info

Legato Law

One Almaden Blvd.,
Suite 700
San Jose, CA, 95113

Resume

License
StateStatusAcquiredUpdated
CAActive201205/20/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Work Experience
TitleCompany NameDuration
Executive AssistantThe Dayton Law Firm2006 - 2011

Associations
Association NamePosition NameDuration
Santa Clara County Bar AssociationN/A2012 - Present
Silicon Valley Bar Association, Trusts and Estates SectionN/A2012 - Present
Kingdom AdvisorsMember2012 - Present
WealthCounselAttorney Member2009 - Present

Legal Cases
Case NameOutcome
Trust Beneficiary ConfirmationAll trust beneficiary confirmed as to the surviving spouse
Trustee to deviate from trust provisionsCourt approved as no trust split required

See all Legal Cases 

Education
School NameMajorDegreeGraduated
Concord Law SchoolLawJD - Juris Doctor2012
UCSC Extension Santa CruzPersonal Financial PlanningCertificate Program2007
Univ of the PacificInternational FinanceBS - Bachelor of Science1994

Speaking Engagements
Conference NameTitleDate
World Financial Group - Pleasanton12 Common Mistakes of Estate Planning2013
Transamerica Clients Advisory12 Common Mistakes of Estate Planning2013
Transamerica Advisors TrainingProbate and Trust Administration2013
Transamerica Advisors Training12 Common Mistakes of Estate Planning2013
ROLCC Joint Cell Group12 Common Mistakes of Estate Planning2013
Holiday PlazaLiving Trust and Estate Planning2013
Elite Wealth Management12 Common Mistakes of Estate Planning2013
Double Portion MinistriesMisunderstanding of Estate Planning2013
Elite Wealth GroupMillion Dollars Financial Professionals Speakers Bureau2012