Jordan Lee Email Address

Partner

Founded in 1910, Shutts &amp| Bowen LLP is a law firm that represents individuals and business. Based in Fort Lauderdale, Fla., the firm offers its assistance to national and international entities. It practices in areas, including appellate, commercial finance, equine law, immigration, litigation, real estate, taxation, white collar and government investigations, to name a few. Some of the industries the company represents include advertising, agriculture, construction, defense, energy, financial services, governmental, health care, food and beverage, manufacturing, real estate and telecommunication industries.

Jordan Lee is a Partner at Shutts & Bowen in the Tampa office, is Chair of the firm's Private Client Services Practice Group, and is Florida Bar Board Certified in the area of Wills, Trusts, & 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, Mr. Lee frequently assists clients with estate and trust litigation, corporate, partnership, and real estate matters. Mr. Lee 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 the federal estate tax return (Form 706), 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.