Robert Kevin Lee

Robert Kevin Lee's Legal Cases (1)

Canoga Park, CA

Estate planning Lawyer at Canoga Park, CA

Practice Areas: Estate Planning

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Estate planning

QDOT Living Trust

Jun 02, 2025

OUTCOME: QDOT trust signed and funded.

U.S. Resident married to a non-citizen spouse. QDOT trust necessary due to estate being close to current estate tax limit of $15,000,000 in order to claim unlimited marital deduction. Multiple [in-st ... ate and out of state] LLC - S-Corp holdings including real estate and business entities.

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