Kimberly Tsong-Min Lee

Kimberly Tsong-Min Lee

also known as Kimberly T. Lee

4.9
Rating: 10.0

Licensed for 26 years

Estate planning Lawyer at Indian Wells, CA
Practice Areas: Estate Planning, Probate, Tax, Elder Law

74916 Hwy 111, Indian Wells, CA

About Kimberly

Biography

Practice Areas

4

Practice Areas

Estate Planning 50%

All aspects of estate planning, including high net worth wealth transfer planning.

27 years

50%
Probate 20%

27 years

20%
Elder Law 10%

17 years

10%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in California for 26 years

State: California

Acquired: 1999

Active

No misconduct found

Location

Law Offices of Kimberly Tsong-Min Lee

74916 Hwy 111, Indian Wells, CA, 92210

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Kimberly Tsong-Min Lee's Reviews

Avvo Review Score

4.9 /5.0

57 Client Reviews

Filter Avvo Reviews (57) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 2 of 2 reviews | Tax

Posted by Martin Stuart | June 15, 2022 | Hired Attorney | Tax

The complete Package!

I was referred to the Desert Law Group after my father passed away. There were several commercial properties that contained various partnerships including General, Limited, etc. I needed someone to help guide me through the process and create a Trust for me and my family. It was quite the education t...hat Attorney Kimberly Lee took me through, especially when it came time to do tax planning. I didn’t know going in that she was also a Certified Financial Planner, which provided an extra layer of protection when it came to discussing tax strategies. I can’t say enough about Kimberly and her team. Attorney Mary Kelly was also quite knowledgeable with Administering my father’s Trust and working with me through the Trust Administration process. A huge thanks to the Desert Law Group for giving me peace of mind and a sound financial future.

Posted by Morty Godlas | May 26, 2011 | Tax

Knowledgable & Brilliant

As a retired former Senior Corporate Executive of a large NYSE listed public company with Board Memberships on 2 other Public Companies, I have a lot dealing with attorneys including my own past personal matters, I have no hesitations in commenting Kimberly Lee. I became a client of Kimberly Lee... in 2004 and have remained with her since that period. This letter is intended to be a testimonial of my thoughts and opinions of Kimberly Lee as a very knowledgeable brilliant attorney in any matter that is brought to her for counsel or advise. If Kimberly is not as up to date or knowledgeable enough in a matter brought to her and needs outside advise or someone else to handle the matter, I’m sure Kimberly would say so. Kimberly has surrounded herself with tax and accountant specialists as part of her staff to help offer the best advise to her clients.Kimberly always seems to be available to phone calls by her clients and one needs not hesitate to call Kimberly. Nor does one feel that one is imposing on her. Kimberly’s staff appears to echo the same attitude as Kimberly in speaking with clients. I have often spoken with other clients at Kimberly’s annual client get together and seminars and they seem to feel the same way I do about this warm friendly brilliant lady.

See All Client Reviews

Kimberly Tsong-Min Lee's Lawyer Endorsements

Endorse Kimberly
Steven Patrick Riley headshot
Steven Riley

Estate planning lawyer | Sep 30

Relationship: Fellow lawyer in community

"I've had the pleasure of knowing and working with Kimberly for more than a decade. She demonstrates tremendous knowledge and in estate planning and asset protection matters. I have found Kimberly to be thoughtful, strategic, and well-informed. I have tremendous respect for her legal knowledge and her ability to communicate that knowledge to peers and clients. Her dedication to excellent service ensures she practices with a sense of respect and responsibility for all of her clients. She is a true asset to the legal community."

Keith L Davis headshot
Keith Davis

Estate planning lawyer | Mar 28

Relationship: Worked together on matter

"I have known Kim for approximately five years. She is extremely well versed in estate planning and his great communication skills. I respect her highly and have no hesitation in forwarding future matters to her."

Roman Michael Whittaker headshot
Roman Whittaker

Estate planning lawyer | Oct 21

Relationship: Worked together on matter

"I recently referred my father to Kimberly after my mom passed to formulate and implement a comprehensive estate plan. I was impressed by the depth of Kimberly's knowledge and level of her expertise. She is an excellent lawyer who takes very good care of her clients."

Edward Hall Cross headshot
Edward Cross

Estate planning lawyer | Mar 30

Relationship: Worked together on matter

"Kimberly does outstanding work and is a competent and efficient member of this legal community. She handles delicate matters with poise and grace. She is able to communicate complex legal concepts in simple terms. Her staff is professional and courteous, and her operation is well-run."

Thurman Wesley Arnold III headshot
Thurman Arnold

Estate planning lawyer | Feb 04

Relationship: Fellow lawyer in community

"I endorse this lawyer. Kimberly is an outstanding estate attorney - I've heard from her satisfied clients, and can recommend her with confidence!"

Sebastian Gibson headshot
Sebastian Gibson

Estate planning lawyer | Jun 29

Relationship: Fellow lawyer in community

"I higly endorse this lawyer. Kimberly Lee is one of the desert's finest estate planning attorneys and is always striving to be at the top of her field. There is no finer estate planning lawyer in the desert that I know of and clients can be assured of receiving the finest in legal service and advice from this highly respected attorney."

Randall H. Borkus headshot
Randall Borkus

Estate planning lawyer | Sep 09

Relationship: Worked together on matter

"As a fellow estate planning attorney, I have had the good fortune to work with Kimberly on a very large case. Not only does she possess superior estate planning technical skills, but she also provides clients with very practical solutions. I would not hesitate to contact her for my own planning needs!"

Daniel F. Monahan headshot
Daniel Monahan

Estate planning lawyer | Aug 02

Relationship: Fellow lawyer in community

"As a fellow estate planning attorney, I have the occasion to refer clients to other attorneys out of state. Whenever I need an estate planning attorney in Southern California, I always refer my clients to Kimberly Lee. Not only does she possess superior technical skill in the area of estate planning based on her academic achievements and her considerable experience in the field, but she also provides clients with a practical and common sense approach to solving clients' issues. Any client who has retained Kimberly appreciates her straightforward advice, her high level of expertise, and her unquestionable ethical standards."

Peter Michael Bochnewich headshot
Peter Bochnewich

Estate planning lawyer | Jun 28

Relationship: Fellow lawyer in community

"I have worked with Kimberly and her offices on a number of complicated matters. Kimberly strives to provide her clients with very knowledgeable, thorough, timely and responsive estate planning services, with a great emphasis on personal service and making the clients comfortable. Clients in this area of practice may sometimes be faced with difficult circumstances, and such a truly caring approach goes a long way in helping them through the issues confronting them."

Helene Patrice-Dreyer Koch headshot
Helene Koch

Estate planning lawyer | Jun 13

Relationship: Fellow lawyer in community

"Kimberly is an intelligent and conscientious attorney, very experienced with estate planning matters and highly sought after in the community. She is caring and thorough and a wonderful resource for me to refer clients when I have a conflict. I heartily endorse this lawyer."

Mary Elene Gilstrap headshot
Mary Gilstrap

Estate planning lawyer | May 24

Relationship: Fellow lawyer in community

"I heartily endorse Kimberly Lee. She is an excellent attorney -- smart, thorough, compassionate and ethical. A true asset to the legal community."

Ellen A. Victor headshot
Ellen Victor

Estate planning lawyer | May 22

Relationship: Fellow lawyer in community

"I have the pleasure of knowing Kimberly both professionally and personally. She has an enviable ability to convey complex concepts in a straightforward manner. She is dedicated to her clients and knowledgeable about estate planning. Any client would be fortunate to work with Kimberly, and I endorse her without reservation."

G. Henry Welles headshot
G. Welles

Probate lawyer | May 17

Relationship: Fellow lawyer in community

"Kimberly is an excellent attorney that I have known for many years."

Karen JoAnne Sloat headshot
Karen Sloat

Estate planning lawyer | May 17

Relationship: Fellow lawyer in community

"I endorse this lawyer very highly. Ms. Lee is accomplished, experienced and well-liked. She is efficient and very perceptive about people's needs, while being friendly and helpful. Her office staff are super and I would recommend any type of person, or couple, to her office for legal work or legal counseling about estate planning."

Stephanie M Edwards headshot
Stephanie Edwards

Estate planning lawyer | May 03

Relationship: Other

"I endorse this lawyer. Kimberly is knowledgeable and passionate about delivering the best service possible to her clients."

John Nosrat Massih headshot
John Massih

Estate planning lawyer | May 01

Relationship: Fellow lawyer in community

"Kimberly cares deeply for her clients, and is extremely professional. She is an excellent resource for other attorneys. 10 out of 10!"

Kurt David Zimmerman headshot
Kurt Zimmerman

Estate planning lawyer | Apr 28

Relationship: Other

"When I think about the qualities I want in my estate planning attorney -- thoughtfulness, integrity, a caring attitude, experience, good judgment, candor, technical expertise, dependability -- I immediately think of Kimberly Lee. Kimberly exemplifies all the best qualities one could hope for in a first-rate estate planning attorney. I wholeheartedly endorse Kimberly Lee."

Kirsten Elizabeth Howe headshot
Kirsten Howe

Estate planning lawyer | Apr 27

Relationship: Fellow lawyer in community

"Kimberly Lee is an outstanding, dedicated professional who focuses on the needs of her clients and ensures that the planning they do is what is needed to accomplish their goals. She is smart, thoughtful and kind. If you are looking for an attorney who will provide the best possible service to you, I cannot recommend anyone more strongly."

Victor J Medina headshot
Victor Medina

Estate planning lawyer | Apr 26

Relationship: Fellow lawyer in community

"I am fortunate enough to have Kimberly as my friend and estate planning colleague. We see each other every 3 months and speak on the phone every 3 weeks, and I am very aware of her work ethic, client service, and competency. I am as confident as possible in my recommendation of her services. Without a doubt, Kimberly Lee is one of the best estate planning attorneys in California and I recommend her services without reservation."

View All Endorsements
Steven Patrick Riley headshot
Steven Riley

Estate planning lawyer

Dennis T. Lee headshot
Dennis Lee

Estate planning lawyer

Keith L Davis headshot
Keith Davis

Estate planning lawyer

Joseph Ashley Gibbs headshot
Joseph Gibbs

Litigation lawyer

Peter Michael Bochnewich headshot
Peter Bochnewich

Litigation lawyer

Helene Patrice-Dreyer Koch headshot
Helene Koch

Estate planning lawyer

Ellen A. Victor headshot
Ellen Victor

Estate planning lawyer

G. Henry Welles headshot
G. Welles

Litigation lawyer

Stephanie M Edwards headshot
Stephanie Edwards

Estate planning lawyer

John Nosrat Massih headshot
John Massih

Estate planning lawyer

Kirsten Elizabeth Howe headshot
Kirsten Howe

Estate planning lawyer

Victor J Medina headshot
Victor Medina

Estate planning lawyer

Kurt David Zimmerman headshot
Kurt Zimmerman

Estate planning lawyer

Experience

Rating:  10.0 (Superb)

Honors

2013

2013 Top Lawyers, Palm Springs Life

2012

2012 Top Lawyers, Palm Springs Life

2011

2011Best Wealth Manager, Palm Springs Life

2010

Most Fun Award, Desert Estate Planning Council

2010

Award of Appreciation for Service, Desert Estate Planning Council

2008

Certificate of Appreciation for Mediation, Superior Court of California

1998

Articles Editor, Law Review

1997

American Jurisprudence Award, West Law Publishing

1997

Law Review Member, Law Review

Work Experience

2001 - Present

Principal Attorney, Desert Law Group

2000 - 2001

Attorney, Supreme Court of California

1999 - 1999

Judicial Law Clerk, California Supreme Court

1999 - 2000

Attorney, Superior Court of California

1999 - 1999

Judicial Law Clerk, United States Federal Bankruptcy Court

1997 - 1997

Judicial Law Clerk, California Courts of Appeal

1996 - 1997

Judicial Law Clerk, Superior Court of California

Associations

2013 - Present

Big Brothers Big Sisters of the Desert

Board of Directors

2011 - Present

Eisenhower Medical Center Advisory Board

Board Member

2010 - Present

Desert Bar Association

Board of Trustees

2010 - Present

Advisor Forum

Member

2010 - Present

Desert Commercial Bank

Board Member

2009 - Present

ElderCounsel

Member

2007 - Present

Advisor Forum

Member

2003 - Present

Desert Bar Association

Member

2002 - Present

WealthCounsel

Member

1999 - Present

State Bar of California

Member

2011 - 2013

Community Foundation

Advisory Board Member

2010 - 2011

Animal Samaritans SPCA

Board of Directors

2009 - 2011

American Bar Association

Leadership Committee

2009 - 2013

College of the Desert Foundation

Board of Directors

2009 - 2010

Desert Estate Planning Council

President

2008 - 2009

Desert Estate Planning Council

Vice President

2007 - 2008

Desert Estate Planning Council

Treasurer

2006 - 2007

Desert Estate Planning Council

Secretary

2005 - 2006

Desert Estate Planning Council

Director

1999 - 2005

Los Angeles County Bar Association

Member

1999 - 2003

Beverly Hills Bar Association

Member

1999 - 2006

Los Angeles Chinese Lawyers Association

Member

Education

1999

University of La Verne College of Law

Juris Doctor

Speaking Engagements

2011

2011

Jewish National Fund Annual Convention New Congress, New Tax Law, Now What?

2011

Estate Planning Update Ten Estate Planning Mistakes

Publications

Languages

English

Activity

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