Estate Planning and Legal Issues

David J. Lee is an associate attorney at Sweeney, Mason, Wilson & Bosomworth, a Professional Law Corporation in Los Gatos.  David received his J.D. from Santa Clara University School of Law in 2010 after graduating from the University of California, Los Angeles with a B.A. in Political Science and Economics. During his time at Santa Clara University, David served as a judicial law clerk for the Hon. William J. Monahan of the California Superior Court and was named a Research Fellow for the Leon and Sylvia Panetta Institute of Public Policy. He also clerked for the United States Attorney’s Office and served as Technical Editor of the Santa Clara Journal of International Law.

David’s practice is focused primarily on trust and estate planning and civil litigation. He assists the firm’s clients in trust and estate formation, trust administration, probate and general litigation matters. Prior to joining Sweeney, Mason, Wilson & Bosomworth, David was an associate attorney for a general practice law firm in Beverly Hills.

David lives in Mountain View and enjoys competing in triathlons and local running events throughout the Bay Area.

Topics covered in this module (part of the LIVE 8 week class):

  • Your Estate
  • Life planning
  • Probate
  • Estate, Income, Gift and GST Taxes
  • Wills, Trusts, Power of Attorney, 
  • Health Care Directives 

Contact information:
Sweeney, Mason, Wilson & Bosomworth
983 University Avenue, Suite 104C
Los Gatos, CA 95032

Phone: 408-356-3000
Fax: 408-354-8839
email: dlee@smwb.com
Web: www.smwb.com