Date: Friday, January 14, 2022, at 12:00 PM
Topic: Biden’s Build Back Better Plan: What will happen?
In this session, we review President Biden’s Build Back Better Plan and how the various provisions may impact your planning.
Date: Friday, February 18, 2022, at 12:00 PM
Topic: Trustee Workshop: Duties and responsibilities of a successor Trustee
Back by popular demand, in this session, we cover the broad fiduciary duties and responsibilities when acting as a successor Trustee, process of trust administration, as well as best practices so you don’t get sued!
Desert Law Group is a full-service estate planning and elder law firm. We work with clients throughout Palm Springs, CA to provide highly personalized service and counsel in all areas of wealth and asset preservation and estate administration. We work with families at all stages of life and of all income levels to maximize their resources and establish solid plans for the future.
Kimberly T. Lee is the founder of Desert Law Group and is the primary reason why our firm is as well-respected as it is. She has devoted her entire career to helping individuals and families prepare for the future by delivering reliable, trusted service and advice with care and compassion.
Kimberly Lee holds a Doctor of Jurisprudence degree (JD) from the University of La Verne College of Law with the highest honors. After completion of her degree she served as law clerk at the California Supreme Court until she opened Desert Law Group in 2001.
At Desert Law Group, Kimberly focuses on wealth preservation strategies, Medi-Cal Planning, estate planning, wills and trusts, as well as probate and trust administration.
Desert Law Group was founded in 2001 by estate planning attorney Kimberly T. Lee. Since that time, we have become a reliable, trusted source for the Coachella Valley’s estate planning needs. Today, we are proud to say that Desert Law Group is one of the most highly regarded estate planning law firms in the Palm Springs, CA area. We also service, Indian Wells, Rancho Mirage, and the local surrounding areas.
We work with individuals, couples, families, and businesses to provide comprehensive, personalized estate planning and wealth preservation strategies and services. Our services encompass all facets of estate planning to include.
Estate plans are important for everyone not just the wealthy or the aged. Middle and lower income families often need more help to manage the assets they do have because every penny counts and young parents gain peace of mind knowing their children will be taken care of by a person they chose, not someone designated by the state.
Attorney Kimberly Lee spent at least an hour to carefully explain what I needed and why, and made the process seem incredibly simple and straightforward, guiding me through every decision I had to make along the way with a wealth of experience and knowledge.
This legal team is amazing. They listen to you and understand what you want and then perform the function you desire. They are friendly and very accessible. Cannot recommend them high enough.
The Desert Law Group is a fabulous law firm. Kimberly and her staff are very welcoming (we even get hugs when we come in) and have addressed our every concern. They even reach out to us for a review of our trust from time to time. I highly recommend this law firm.