Alexander D. Lee, Esq., is tasked with furthering the firm’s mission to provide the highest quality legal services to clients.  Alex has a multi-state practice that focuses on tax, trust and estates.

Alex advises clients on domestic and international tax matters, including tax planning with respect to their structures, transactions and estate planning matters.  He has experience advising on issues relating to tax deferral strategies, tax treaties, pre-immigration planning for foreigners moving to the U.S., expatriation planning, tax planning for foreign companies doing business in the U.S., and both domestic and non-resident alien estate planning.  As a testament to his knowledge and experience, he is regularly invited to speak at seminars sponsored by large financial institutions, including New York Life, Prudential AXA, MetLife, and Mass Mutual, as well as, the Korean American CPA Association.

He is a graduate of Rutgers University and Emory Law School, and served as an intern for the U.S. Securities and Exchange Commission prior to being admitted to the State Bar Associations of California, New York, New Jersey, and the U.S. Tax Court.

Admissions

California – 327152
New Jersey – 017312008
New York – 4680237

Languages Spoken

English & Korean

Speaking Engagements & Publications

Faculty, “Installment Sales Reporting Under Section 453: Avoiding Pitfalls: Contingent, Related Party, Depreciation Recapture, and Large Installment Sales,”  Strafford Publications, Inc. (February 18, 2021)

Representative Matters

• Represented a private technology company and tax optimized the sale of their wholly own subsidiary to a Taiwanese publicly traded company.
• Advised majority shareholder of an IT company and restructured the sale of the company assets to an Isle of Man private equity firm to optimize tax savings. Company assets were sold in excess of $750 million.
• Advised ultra-high net worth families on both inbound and outbound tax plans in order to minimize income and transfer taxes.
• Represented shareholders pre-IPO and pre-SPAC to optimize sale of stock in order to maximize IRC Sec. 1202 exemptions and minimize transfer taxes.
• Advised family offices, investment managers, and tax advisors of major investment banks regarding U.S. federal tax laws and regulations, including trust and estates laws.
• Represented various doctors, dentists, and veterinarians in the sale of their practice to private equity firms, including maximizing tax strategies and equity rollovers.
• Served as tax counsel to the general partner of a family limited partnership and tax optimized the sale of their real estate holdings to a multi-billion dollar private REIT.

Awards & Distinctions

Alexander D. Lee has once again been selected by his peers for inclusion in the 2023 Edition of The Best Lawyers in America for his work in Tax Law.  Alexander D. Lee has been recognized since 2018.