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Joshua M. Lee is the founder of Lee Private Client Law, PLLC, an estate planning firm serving families and business owners across Oakland, Livingston, and Genesee counties from Fenton, Michigan. The firm prepares revocable living trust plans at published flat fees and handles trust funding itself, preparing and submitting the retitling paperwork and following each transfer to written confirmation.
Before practicing law, Josh co-founded and scaled a nationwide chemical distribution company, where he also handled in-house legal work. That experience shapes how he approaches succession planning for owners of closely held businesses: reading operating and shareholder agreements, identifying transfer restrictions and funding gaps, and coordinating with clients' accountants and financial advisors.
Planning meetings are held by video. Signings take place in person.
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Chat withState: Michigan
Acquired: 2014
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7276 Driftwood Dr, Fenton, MI, 48430
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2026 - Present
Founder and Managing Member, Lee Private Client Law, PLLC
2013 - 2026
Co-Founder and President, CJ Chemicals LLC
2024 - Present
Young Presidents Orgaization (YPO)Member
2014 - Present
State Bar of MichiganMember
2013
JD - Juris Doctor
2009
Finance
English