Harry F. Lee works with clients in the areas of estate planning, estate administration, family business succession planning, and charitable organizations, with a focus on the tax aspects of such areas. For example, his experience in estate planning helps families minimize gift, estate and generation-skipping transfer taxes through the use of tax efficient vehicles such as generation-skipping trusts, grantor retained annuity trusts, charitable remainder and lead trusts, etc.
In addition, clients rely on Harry to provide advice on complex family wealth management vehicles such as family limited liability companies and look to him to provide innovative solutions for such issues as how best to fund premiums on life insurance policies held by insurance trusts. He also specializes in counseling private foundations on avoiding punitive excise taxes and in providing advice on tax-advantaged methods of charitable giving.
“I think of myself as primarily a puzzle solver. My quantitative skills plus my academic interest in logic have proven quite useful in helping clients navigate the intersection of complex tax and wealth management issues. Not to say the objective analytic approach is the only way to help clients reach satisfactory resolutions, but providing that perspective on such issues as part of a legal team effort has proven very useful to clients in my experience. I’m not the star quarterback, but hopefully I’m a pretty good center.”