Jordan G. Lee is a partner in the Tampa office of Shutts & Bowen LLP, where he is a member of the Trusts and Estates Practice Group. Jordan is Florida Bar Board Certified in Wills, Trusts and Estates.
He concentrates his practice in the areas of complex estate planning, estate and trust administration, federal income, estate, gift, and generation-skipping transfer taxation, private foundations and other tax-exempt organizations, pre-marital and post-marital agreements, and business succession planning. In addition, Jordan frequently assists clients with estate and trust litigation, corporate, partnership, and real estate matters.
Jordan has experience with revocable and irrevocable trusts, homestead issues, probate, family limited partnerships and limited liability companies, life insurance trusts and life insurance planning, grantor retained annuity trusts, qualified personal residence trusts, sales to grantor trusts, multi-generation dynasty trusts, trusts for minors, preparation of federal estate, gift, and fiduciary income tax returns (Forms 706, 709, and 1041), IRS audits of federal estate and gift tax returns, qualified and non-qualified retirement plans, shareholder and buy-sell agreements, fiduciary duties, and post mortem estate planning.
PROFESSIONAL AND CIVIC ACTIVITIES:
The Florida Bar
Tax Section
Real Property, Probate and Trust Section
American Bar Association
Tax Section
Real Property, Probate and Trust Section
Tampa Bay Estate Planning Council
Founding member and volunteer, Hillsborough County Bar Association’s Wills for Heroes pro bono project
Co-Chair, Real Property, Probate, and Trust Law Section, Hillsborough County Bar Association, 2010-2011
EDUCATION:
University of Florida College of Law, L.L.M. in Taxation, 2005
University of Florida College of Law, J.D., magna cum laude, 2004
University of Florida College of Business Administration, B.S., Computer Information Sciences, with honors, 2001
Cost
Rate : $$$
What types of cases Attorney Jordan G. Lee & Shutts & Bowen LLP can handle?
Shutts & Bowen LLP can handle cases related to laws concerning Real Estate, Litigation, Public & Tax Exempt Finance, Corporate, Trusts. We manually verify each attorney’s practice areas before approving their profiles and reviews on our website.
Where is Shutts & Bowen LLP located?
Shutts & Bowen LLP is located at 4301 W Boy Scout Blvd #300, Tampa, FL 33607, USA. You can reach out to Shutts & Bowen LLP using their phone line 813-227-8183. You can also check their website shutts.com.
How much would it cost to hire Shutts & Bowen LLP?
Jordan G. Lee lawyer charges are specific to each case. However, they work with contingency fees and its ranges from $$ to $$$. They also provide free consultation [and no obligation quotes] if you are interested to hire.
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