Estate Planning, Business Planning and Business Exit Strategy Planning
Brian B. Lee, Honolulu, Hawaii, principal of Lee & Associates, Inc., and member of E'BUS Consulting, LLC.

Brian has always been ahead of his time. His philosophy has always been to take the time to educate his clients. When meeting with a client, he assists them in establishing goals through the use of education. Through this process, the client realizes the endless potential available to them, which in turn, enables them to develop a meaningful and comprehensive business and estate plan. This unique way to business and estate planning concept is evident by his following of attorneys, CPAs and financial planners attending his numerous programs throughout the United States.
 

Innovative Solutions
Our most effective estate, tax, and business strategies come from our team of advisors who integrate and apply various planning disciplines to meet client objectives. Our clients range from families to business owners to professionals and executives, and they value their long-term relationships.
 

National Reputation
Brian B. Lee has taught many classes throughout the United States on Estate Planning, Business Entity Planning and Business Exit Strategies. Brian’s role with many of these classes is to educate field agents in advanced business and estate planning strategies. His Estate and Business Planning Schools have helped hundreds of financial planners across the country become more effective in the innovative use of trusts and other instruments to structure estate plans and business strategies that are relevant to each client's special needs. These schools and Brian's informative seminars have put many individuals and business owners on the path toward preserving their wealth and businesses for the use of their children, heirs and selected beneficiaries.

Brian B. Lee is NASBA Qualified Teacher providing CPE credits for the Society of CPA’s.