California Estate Planning & Trust Attorney
World-Class Estate Planning Services & Protect Your Wealth
Law Office of Judy Li is a boutique law firm that focuses on the creation of California revocable living trusts and wills, various irrevocable trusts, trust administration, cross-border estate tax & gift tax planning and family asset protection planning. Our knowledgeable team will customize your trust and tax planning to tailor your specific personal needs. We will ensure that your estate planning goals are met at the reasonable price with world-class services.
Our Practice Areas
Revocable Living Trust Package
Trust Agreement
Pour-over Will
Durable Power of Attorney
Advance Healthcare Directive
Asset Protection Planning
Domestic/Offshore Asset Protection Trusts
Limited Liability Companies
Family Limited Partnerships
Irrevocable Trust Planning
Dynasty Trusts
Intentionally Defective Grantor Trusts
Irrevocable Life Insurance Trusts
Qualified Personal Residence Trusts
Cross-Border Tax Planning
Foreign Grantor/non-Grantor Trust
Pre-Immigration Tax Planning
Pre-Immigration Trust
Exit Tax Planning
Learn Why Our Law Firm is Your Best Option!
Cross-border Knowledge
Our founder, Lei Li, Esq. was born in China and immigrated to Hong Kong and US after she graduated from Peking University. She is licensed in California and New York, and she also passed the PRC National Judicial Exam and obtained PCLL certificate in Hong Kong. She can speak Mandarin (native), English (fluent) and Cantonese (conversational). She is very proficient in handling cross-border legal issues.
Personalization
Every family is unique. A variety of factors would affect your estate plan, for example, your family structure, types and size of your family assets, children’s conditions and immigration status, etc. The US property and succession law are so complex, and you could not complete a good estate plan without the help of an experienced attorney. We will customize your estate plan to tailor your personal needs, and ensure that your loved one would successfully receive your assets without hassle.
Focus
Our focus centers on the creation of various types of trusts, from the revocable living trust and various irrevocable trusts for purposes of saving estate tax and asset protection, to general business and immigration matters with regards to the wealth transfer planning. We contribute all our resources and attention to the only one area - wealth transfer, which ensures that we are the best law firm in this area.
Affordability
We charge a flat fee for our revocable trust and will services. As to the irrevocable trusts, depending on the complexity of the case, we will charge by the hour at a reasonable rate or set a flat fee upfront or a combination of both.
Flexibility
We can meet our clients during the weekends. Phone and video consultations with our attorney Lei Li can be scheduled after business hours for clients located in China. In addition, we can serve you at different locations. You can meet us at our office, or via remote teleconference. If you have special needs, we can come to your home with no extra charge (limited to areas in Los Angeles County, Orange County and Riverside County in CA).
Confidentiality
We are a boutique law firm and will keep all your family and asset information highly confidential. Large law firms might not provide highest levels of confidentiality as they have so many staff on the site. In our law firm, only the attorney who works on your project can get access to your family and asset information.
Lei Li, Esq, Our Founder
LEI LI, Esq. is licensed in California and New York. She passed the China National Bar Exam and currently holds Hong Kong PCLL certificate.
Attorney Li has almost 20 years of cross-border law and practice experience serving international clients and US domestic clients. Attorney Li worked for one large US law firm for many years with focuses on investment and M&A. Since 2013, Attorney Li transitioned her career to private wealth and succession planning. She advises clients on domestic and non-resident alien estate planning, pre-immigration planning for foreigners moving to the U.S, expatriation planning, asset protection and estate tax and gift tax planning. Attorney Li helped hundreds of international families with their wealth transfer trust planning.
Attorney Li obtained her Bachelor of law degree from Peking University, the top one university in China. She then obtained her Master of Common Law from the University of Hong Kong and LL.M from UCLA in California. Attorney Li can speak Mandarin (native) and English (fluent).
Affiliations
Member of California State of Bar
Lifetime Member of Chinese American Lawyers of the Bay Area
Member of Los Angeles County Bar Association
Member of Beverly Hills Bar Association
Schedule an Appointment
No obligation 15 Minutes Free Evaluation:
During the free call, we will discuss your situation and concerns briefly, answer simple questions and determine the scope of our services and pricing. If you want to consult with us on a specific legal question in detail, please contact us for paid consultation by filling out the following form:
Santa Monica Office: 100 Wilshire Blvd., Suite 700, Santa Monica, CA 90401
Business Hours: Mon - Fri 9am - 5pm
Tel: (323) 688-6178
Email: admin@litrustlaw.com
(we will generally respond to you within 24 hours)