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Geoffrey Lee
also known as Legato Law
About Geoffrey
Practice Areas
5
Practice Areas
Fees and Rates
Cost
Hourly Rates
$ 150-770 per hour
Pro bono
5 %
Payment Methods
- Check
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Chat withLicenses
Licensed in California for 13 years
State: California
Acquired: 2012
No misconduct found
Location
Legato Law
233 W. Main Street, Los Gatos, CA, 95030
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Geoffrey Lee's Reviews
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Geoffrey Lee's Lawyer Endorsements
"I highly endorse Geoffrey Lee in the areas of estate planning, probate, and trusts. I have known and I have referred to Mr. Lee for several years and I have always found him professional, highly competent, pragmatic, goal-oriented, and responsive. Thank you Mr. Lee!"
"When my family needed an estate planning attorney, I immediately recommended Geoffrey. He is a very practical, intelligent, and knowledgeable attorney. I highly recommend him."
"Geoffrey is incredibly thorough and detail oriented as well as easy to work with. I highly recommend him."
Sergei Filatov
Real estate lawyer
Experience
Honors
2018
Certified Specialist in Estate Planning, Trust and Probate Law, Board of Legal Specialization, State Bar of California
Work Experience
2015 - Present
Principal Attorney, Legato Law
2006 - 2011
Executive Assistant, The Dayton Law Firm
Associations
2012 - Present
Santa Clara County Bar Association
2012 - Present
Silicon Valley Bar Association, Trusts and Estates Section
2009 - Present
WealthCounselAttorney Member
2012 - 2014
Kingdom AdvisorsMember
Sample of Legal Cases
Trust Beneficiary Confirmation
All trust beneficiary confirmed as to the surviving spouse
Trustee to deviate from trust provisions
Court approved as no trust split required
Education
2012
Concord Law School
JD - Juris Doctor
2007
UCSC Extension Santa Cruz
Certificate Program
1994
Univ of the Pacific
BS - Bachelor of Science
Speaking Engagements
2018
Rockwills Singapore
12 Common Mistakes of Estate Planning
2018
Rockwills Estate Planning Forum - Professional Series 2018
US Estate Planning Issues for Non-US Persons & US Beneficiaries
2018
Legasy Planners Singapore Event
12 Common Mistakes of Estate Planning
2018
Keller Williams Client Appreciation
12 Common Mistakes of Estate Planning
2017
BACBC Family Conference
12 Common Mistakes of Estate Planning
2017
Alzheimer's Association San Francisco Chinese Forum
12 Common Mistakes of Estate Planning
2016
Transamerica Client Event
12 Common Mistakes of Estate Planning
2016
Double Portion Media Radio Talk Show
Estate Planning for Families with Special Needs Children Part Two May 10 2016
2016
Double Portion Media Radio Talk Show
Estate Planning for Families with Special Needs Children Part One May 3 2016
2016
Alzheimer's Association 10th Annual Chinese Alzheimer's Forum
12 Common Mistakes of Estate Planning
2015
Tsinghua University School of Law
Attorney Ethics
2015
Heart of Hope Asian American Hospice Care
12 Common Mistakes of Estate Planning
2015
Alzheimer's Association
12 Common Mistakes of Estate Planning
2013
World Financial Group - Pleasanton
12 Common Mistakes of Estate Planning
2013
Transamerica Clients Advisory
12 Common Mistakes of Estate Planning
2013
Transamerica Advisors Training
Probate and Trust Administration
2013
Transamerica Advisors Training
12 Common Mistakes of Estate Planning
2013
ROLCC Joint Cell Group
12 Common Mistakes of Estate Planning
2013
Holiday Plaza
Living Trust and Estate Planning
2013
Elite Wealth Management
12 Common Mistakes of Estate Planning
2013
Double Portion Ministries
Misunderstanding of Estate Planning
2012
Elite Wealth Group
Million Dollars Financial Professionals Speakers Bureau
Languages
Mandarin
English
Cantonese
Chinese, Xiang
Activity
Legal Answers