Lena Lee
Monk Law Firm
Charlotte, North Carolina
Contact
How to contact
lena.lee@monklegal.com
Professional Profile
Call Me When
Your clients need sophisticated trusts for strategic asset protection, estate tax mitigation, tax-efficient wealth transfer, business interest planning, and lasting multigenerational legacy planning.
Professions
Attorney
Functional Expertise
Charitable giving
Estate planning
Family business
Fiduciary
Probate
Tax
Trusts
Exit/Transition Planning
Business Focus
Helping business owners protect what they’ve built, minimize estate taxes and liability exposure, transfer wealth efficiently, and preserve it for future generations through sophisticated trust planning.
Professional Certification
JD, getting CEPA
Client Industries
Business Services
Computer/Electronics
Consumer Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Non-profit
Real Estate/Construction
Retail
Software/Internet
Transportation/Storage
Travel/Recreation/Leisure
Wholesale/Distribution
Client Results
Business owners gain a coordinated plan to protect wealth, reduce tax exposure, safeguard assets from liability, transition business interests, and preserve a lasting multigenerational legacy.
Advisor Resource Relationships
EPI
Chapter information
Membership
Charlotte Individual
Member since
New Member
Why I'm a Member of XPX
Building relationships with trusted advisors across disciplines, sharing our expertise, and working together to help business owners maximize value, protect their wealth, and preserve their legacy
Make XPX Part of Your Business Plans
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