Richard J. Lee

Richard J. Lee is the founding partner of the firm with over forty years of experience guiding California families, business owners, and nonprofit leaders through estate planning, probate, trust administration, and business matters. He is committed to offering clear guidance, personal attention, and practical solutions tailored to each client's long-term vision. Based in Oakland, he assists clients with small business formations, compliance, contracts, governance, and risk mitigation to help protect their assets and personal legacies.