Alexander D. Lee

Managing Partner

Contact Information
Education

Rutgers University
Bachelor of Arts – Financial Economics
Emory University School of Law
Juris Doctorate
Services

Asset Protection、Business & Transaction Structuring、Mergers & Acquisitions
Languages Spoken

English、Korean

About
Awards & Distinctions
Representative Matters

About

Primarily Focuses On The Practice Areas Of Domestic & International Business.

Alexander D. Lee, Esq., is tasked with furthering the firm’s mission to provide the highest quality legal services to clients. Alex has more than 15 years of experience focusing on tax, business transactions, mergers and acquisitions, trust and estates and Web3.0 decentralized structures. He assists domestic and foreign privately held companies, global investors, and other business entities with U.S. investments and financing structures.

Alex also advises multi-national families on issues related to domestic and international income, estate, gift, inheritance, and tax planning, as well as wealth preservation structures. He has extensive experience advising on issues relating to tax deferral strategies, tax treaties, pre-immigration planning, U.S., expatriation planning, tax planning for foreign companies doing business in the U.S., and both domestic and non-resident alien estate planning.

Court Admissions
- U.S. Tax Court – LA0494
- United States District Court – District of New Jersey
Bar Admissions
- California – 327152
- New York – 4680237
- New Jersey – 017312008
- Washington – 60799

Awards & Distinctions

Alex has once again been selected by his peers for inlusion in the 2024 Edition of The Best Lawyers in America for his work in Tax Law. He has been recognized every year since 2018.

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.
Advised foreign family offices, investment managers, and tax advisors regarding U.S. federal tax laws, trusts, and entities related to their clients who may be individuals, families, foreign trusts, or corporate entities.
Represented various technology and gaming companies that utilize Web3.0 technology and structured tax optimization strategies for token generation events (TGE).

Alexander D. Lee

Managing Partner

Contact Information

Education

Services

Languages Spoken