MS DEMARCO LEE

Ms. DeMarco Lee is a member of the New York State Bar Association (Trusts and Estates Law Section) and the American Bar Association (Section of Real Property, Probate and Trust Law). She lectures extensively and has authored articles for the public and also other attorneys, accountants, financial advisors, and other professionals including under the auspices of the American Law Institute-American Bar Association... Ms. DeMarco Lee renders strategic advice in connection with gift, estate, and generation-skipping transfer taxes, as well as fiduciary income taxes. She facilitates transfers of wealth by preparing Wills and trust agreements, forming family partnerships and foundations, designing and implementing distribution plans for large balance IRAs and pensions, and developing other creative structures. She plans for estate liquidity and provides advice regarding asset protection.

Primary location: Huntington United States