Lee is a partner at Dinsmore & Shohl. She directs her primary attention to the needs of privately held businesses and their owners, where she serves as attorney and trusted adviser on business issues as well as tax and estate planning.
Lee cares about her clients like family, personally guiding them through the legal aspects of their unique challenges. Her creativity, centered on the individual client, has produced positive results measured by the impact of her proactive legal advice and in tax savings to her clients.
As a practicing lawyer for nearly 20 years, Lee has built a unique arsenal of experiences and contacts that make her an invaluable partner to her clients.
Memberships & Affiliations
· Cincinnati USA Regional Chamber, Policy and Ballot Issues Committee, Chairperson
· Cincinnati Bar Association, former Chairperson, Taxation Committee
· Cincinnatus Association
· French American Business Alliance (Cincinnati), former Board Member
· Good Samaritan Hospital Foundation, Board Member
· Good Samaritan Hospital Foundation, Former Chairperson of Planned Giving Committee
· Ohio Commodores
· OSBA Estate Planning, Trust and Probate Law Section Council, Member
· YWCA of Cincinnati, Former Board Member and Finance Committee Member
Distinctions
· Peer Review Rated AV in Martindale-Hubbell
· Listed in The Best Lawyers in America®
· Named 'Rising Star' 2002-2003 by the YWCA of Greater Cincinnati
· Named Ohio Super Lawyers Rising Star by Law & Politics
· Ohio Certified Public Accountant, inactive
· Cincinnati Academy of Leadership for Lawyers (CALL) Class X
Experience
Representation of British Software and Technology Companies
Multiple British/U.K. Software and Technology Licensors
Representation of British software and technology companies for U.S. licenses and agreements, tax, employment, immigration, entity formation, leasing and related matters
Cross-Border Acquisition
CollabNet
Cross-border acquisition of Codesion, Inc.
Representation of Pharmaceutical Companies
Multiple Clients
Representation of many pharmaceutical companies with licensing of products, acquisition and divestitures of assets.
U.K. Holding Company Reorganization
U.K. Holding Company
Representation of a holding company headquartered in the United Kingdom in the restructuring of its United States operations
Stock-for-Stock Merger
Structural Dynamics Research Corporation
$35,000,000 stock-for-stock merger for publicly-held $500 million provider of engineering design software
China PRC Representative Office and WFOE (Wholly Foreign Owned Enterprise) Creation
Large Manufacturer and Other Clients
China PRC Representative Office and WFOE (Wholly Foreign Owned Enterprise) Creation
Acquisition
Graeter's Manufacturing Co.
Acquisition of 15 retail stores from Superior Tasting Products, LLC, a former franchisee
Complex Joint Venture & Multi-Million Dollar Debt Financing of Client
Domestic Manufacturer of Wind Energy Products
Complex Joint Venture & Multi-Million Dollar Debt Financing of a Domestic Manufacturer of Wind Energy Products client.
Corporate Reorganization and Membership Unit Sale
Coal Company
Reorganization and membership unit sale of coal producing companies for approximately $20,000,000.
Corporate Formation; Merger; Issuance and Sale of Preferred Stock in Venture Capital Transaction
Mersive Technologies, Inc.
Formation and subsequent merger of corporation with limited liability company, and issuance of stock in a venture capital transaction for a technology development firm
Publications
December 22, 2009, How the Grinch Stole Ohio's Tax Cut
Presentations
July 10, 2010, "A Dozen Lessions Learned About Family Limited Partnerships," Cincinnati Bar Association
January 28, 2010, "Ohio Municipal Taxation of Compensation - The Devil is Really in the Detail," Ohio Manufacturer's Association Tax Conference
November 13, 2009, "Ohio Trust Code Basic Estate Planning Institute," Cincinnati Bar Association
October 26, 2006, "Dissecting the Tax and Legal Provisions of the Limited Liability Company Operating Agreement," Fairfield Community Foundation
September 15, 2006, "Don't Be Trapped - Be Empowered," Good Samaritan Hospital Foundation, Cincinnati, Ohio
May 1, 2005, "Estate Planning & Private International Financial Management," French American Chamber of Commerce
November 23, 2004, "American Jobs Creation Act of 2004 - International Transaction - Highlights," Southwest Ohio Tax Institute
November 1, 2004, "Qualifying Wages and Employee or Independent Contractor Status," Southwest Ohio Tax Administrators Conference
December 5, 2003, "Small Business and the International Marketplace," Southwest Ohio Tax Institute
May 15, 2002, "Tax Issues Impacting Distressed Businesses and Their Owners," American Society of Women Accountants