Lena Chun Lee is an Estate Planning, Elder Law, and Business Law attorney who advises individuals, families, and business owners through every stage of life—from young adults and growing families to established business owners and older adults navigating the challenges that come with aging. Whether the need is foundational estate and incapacity planning, business planning, or sophisticated tax and wealth transfer strategies, Lena looks at the entire picture to develop planning that is practical, comprehensive, and tailored to the client.

Above all, Lena strives to build lasting relationships and to be the trusted legal counselor clients can call as life, family, and business needs change.

A particular focus of Lena’s practice is closely held and family-owned businesses, where she advises owners on succession and exit planning and the transition of ownership and wealth. She helps clients balance business and family considerations while integrating tax, estate, and legacy planning into the broader strategy.

A Charlotte native and graduate of Myers Park High School, Lena attended the University of North Carolina at Chapel Hill before earning her law degree from New York Law School. Her career has taken her from Charlotte to Los Angeles and the New York metropolitan area before bringing her back home to Charlotte in 2021. She is licensed to practice law in both North Carolina and New York.

Wherever her career has taken her, Lena has remained actively engaged in the professional and broader communities she serves. She previously served as President of the Korean American Lawyers Association of Greater New York (KALAGNY) and currently serves on the Board of the North Carolina Chapter of the National Academy of Elder Law Attorneys (NAELA), as Membership Chair of the North Carolina Bar Association Elder Law Section, on the Board of the Carolinas Asian-American Chamber of Commerce (CAACC), the Board of Advisors of Ascend, and in a leadership role at Charlotte New Hope Church. She is also an active member of the Mecklenburg County Bar and a member of the Charlotte Estate Planning Council.

Outside of the office, Lena enjoys traveling with her family, experiencing new countries and cultures, and finding great food along the way.

Medicaid Planning Medicaid Eligibility Requirements in South Carolina
Qualifying for Medicaid in South Carolina depends on both financial and medical requirements. Your income, assets, and prior financial transfers can all affect whether you qualify for long-term care benefits. Planning ahead may help preserve more of your assets while keeping future care options available. If you or a...
Medicaid Eligibility Requirements in South Carolina  View Full Article
Medicaid Planning What Is the Medicaid Look-Back Period?
If you need Medicaid to help pay for long-term care, your financial history matters. Medicaid's look-back period is a five-year review of certain financial transactions made before you apply for long-term care Medicaid. Transfers of assets for less than fair market value during that time may delay your eligibility, even if you...
What Is the Medicaid Look-Back Period?  View Full Article
Estate Administration South Carolina Small Estate Affidavit: How It Works
A South Carolina small estate affidavit allows certain families to collect personal property without going through full probate administration. If the estate qualifies, heirs or beneficiaries may be able to use a simplified probate process after waiting at least 30 days from the date of death. This option can save time and...
South Carolina Small Estate Affidavit: How It Works  View Full Article