Richard J. Lee Law Group - Oakland, CA
Richard J. Lee Law Group, P.C. is an established Oakland law practice founded in 1986, led by a California State Bar Certified Specialist providing tailored counsel in estate planning, living trusts, probate administration, small business formation, and nonprofit governance.
Legal Counsel at Richard J. Lee Law Group
Located along the waterfront at 11 Embarcadero West in Oakland, California, Richard J. Lee Law Group, P.C. provides trusted legal counsel to families, business owners, and nonprofit leaders. Founded in 1986 by senior attorney Richard J. Lee, a graduate of Stanford University and Berkeley Law with more than forty years of practice, the firm features a rare distinction: Mr. Lee is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. Working alongside associate Brian Wagner and paralegal Doris Tan, the firm explains legal options clearly and tailors plans to client goals. Whether you need a lawyer urgently to administer a loved one's estate, form a company, or draft living trusts, this team delivers attentive, top-tier counsel.
Estate Planning and Living Trusts
A well-designed estate plan protects your family and assets while reducing administrative costs. Clients who hire a lawyer to safeguard their legacy receive personalized instruments:
- Revocable living trusts: Structuring customized trusts that allow property to transfer to heirs without probate court delays or public proceedings.
- Wills and guardianship: Preparing wills that designate guardians for children and establish distribution instructions.
- Advance healthcare directives: Documenting medical care instructions and appointing trusted healthcare proxies.
- Durable powers of attorney: Designating agents with power of attorney to manage finances during unexpected incapacity.
- Trust updates: Reviewing and amending existing estate documents to reflect new family milestones or tax changes.
Probate and Trust Administration
Administering an estate requires strict adherence to statutory duties. The firm assists trustees and personal representatives through:
- Trust administration: Guiding trustees through asset collection, beneficiary notices, creditor claims, and estate distribution.
- Probate court representation: Guiding executors through California probate court procedures smoothly and cost-effectively.
- Fiduciary counsel: Helping trustees navigate accounting requirements to avoid personal liability.
Small Business and Nonprofit Advisory
The practice serves as trusted legal counsel for small businesses and charitable entities. Entrepreneurs seeking to find a lawyer for foundational support depend on the firm for:
- Business formation: Forming limited liability companies and corporations structured for liability protection and tax efficiency.
- Commercial contracts: Drafting operating agreements, shareholder contracts, and vendor pacts.
- Nonprofit organizations: Assisting charities with incorporation, tax-exempt status, and governance.
Why Clients Choose Richard J. Lee Law Group
Those who schedule a consultation benefit from personalized attention and seasoned skill:
- Free initial consultation: Complimentary initial consultations to evaluate planning goals and legal needs.
- Certified specialist leadership: Guided by a California State Bar Certified Specialist in estate planning, trust and probate law.
- Decades of local experience: Serving the East Bay continuously since 1986.
- Transparent fee structures: Clear flat fees for estate plans and competitive rates for business legal services.
No reviews yet. Be the first to share your experience!
Location & Access
Primary Address
Located within the picturesque waterfront area of Jack London Square in Oakland, offering beautiful views along the Oakland/Alameda Estuary.
Building Location
This office is situated on the first floor of a two-story commercial building inside the Portobello Office Complex, surrounded by lush greenery and overlooking the marina. The popular restaurant Nido's Backyard and the open spaces of Estuary Park are just steps away.
Parking Details
The Portobello complex provides free on-site surface parking for visitors, with additional public surface parking options available at the adjacent Jack London Aquatic Center.
Public Transit
Served by Alameda-Contra Costa Transit District Route 96 (Dimond District); nearest stop is at Embarcadero West & Jack London Aquatic Center.
Accessibility / Suite Access
Enter the building through the main waterfront entrance on the ground floor, and you will find the office located in Suite 140.