Jordan G. Lee

Education

• University of Florida College of Law, LL.M. in Taxation, 2005
• University of Florida College of Law, J.D., magna cum laude, 2004
• University of Florida College of Business Administration, B.S., Computer Information Sciences, with honors, 2001

Bar Admissions

• Florida

Court Admissions

• All Florida State Courts
• United States Tax Court

• The Florida Bar
  • Tax Section
  • Real Property, Probate and Trust Section
• American Bar Association
  • Tax Section
  • Real Property, Probate and Trust Section
• Tampa Bay Estate Planning Council
• Founding member and volunteer, Hillsborough County Bar Association's Wills for Heroes pro bono project
• Co-Chair, Real Property, Probate, and Trust Law Section, Hillsborough County Bar Association, 2010-2011

Presentations

• Presenter, "Ancillary Administration and Tax Issues in Florida," Real Property Probate and Trust Law Section meeting, September 2015
• Speaker, "Fiduciary Income Tax Planning in Difficult Economic Times," Ave Maria School of Law Estate Planning Conference, Naples, Florida, 2014
• Presenter, "Ancillary Administration and Tax Issues in Florida," Clearwater Bar Association, Real Property, Probate & Trust Law Section meeting, October 2014
• Presenter, “2011 Ullman Year in Review: Estate Planning Update,” Florida Bar Tax Section Annual Meeting, Amelia Island, Florida, 2011
• Presenter, "Wills and Estate Planning: Preserving Your Legacy," Hillsborough Community College All College Day, Tampa, Florida, 2010
• Presenter, "2010 Ullman Year in Review: Corporate Tax Update," Florida Bar Tax Section Annual Meeting, Amelia Island, Florida, 2010
• Presenter, "Estate Tax Carryover Basis in 2010: Rules and Reporting Requirements," Matthews Benefit Group's 8th Annual Tax and Business Update, Tampa, Florida, 2010
• Presenter, "Estate Tax Repeal: Immediate Planning Opportunities and Impact on Existing Plans," Hillsborough County Bar Association Tax Section Meeting, Tampa, Florida, 2010
• Presenter, "The New IRS Form 990," CPE Extravaganza, Clearwater, Florida, 2008
• Presenter, "The Effect of Post-Death Events on Valuation of Estate Tax Deductions: New Proposed Regulations under Section 2053," CPE Extravaganza, Clearwater, Florida, 2007
• Presenter, "Deducting Investment Advisor Fees on Fiduciary Income Tax Returns: Section 67(e) and the Rudkin Case," CPE Extravaganza, Clearwater, Florida 2007
• Presenter, "Basic Estate Planning," Hillsborough Community College All College Day, Tampa, Florida, 2007.
• Presenter, "Revocable Living Trusts and other Basic Estate Planning Tools," Hillsborough County Sheriff's Office Alumni Association, Tampa, Florida, 2006

Publications

• "Section 12 of the Clayton Act:  When Can Worldwide Service of Process Allow Suit in any District?"  Author, 56 Florida Law Review 673, 2004

News & Speaking Engagements