Jonathan P. Lee – Sojourner, Caughman & Thomas

<!DOCTYPE html> <html lang="en"> <head> <meta charset="utf-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge"> <meta name="viewport" content="width=device-width, initial-scale=1"> <meta name="description" content="A Columbia, SC law firm focused on trusts and estates."> <meta name="author" content=""> <link rel="shortcut icon" href="/favicon.ico"> <title>Jonathan P. Lee – Sojourner, Caughman & Thomas</title>  <link href="css/bootstrap.min.css" rel="stylesheet">  <link href="css/site.css?v=1.1" rel="stylesheet"> <script type="text/javascript" src="//use.typekit.net/cgd7wnb.js"></script> <script type="text/javascript">try{Typekit.load();}catch(e){}</script>   </head> <body> <header id="top"> <div class="dots"> <nav class="navbar navbar-default" role="navigation"> <div class="container"> <div class="navbar-header"> <button type="button" class="navbar-toggle" data-toggle="collapse" data-target="#bs-example-navbar-collapse-1"> <span class="sr-only">Toggle navigation</span> <span class="icon-bar"></span> <span class="icon-bar"></span> <span class="icon-bar"></span> </button> </div>  <div class="collapse navbar-collapse" id="bs-example-navbar-collapse-1"> <ul class="nav navbar-nav navbar-right"> <li class="dropdown hidden-xs active"> <a href="#" class="dropdown-toggle" data-toggle="dropdown">Attorneys</a> <ul class="dropdown-menu"> <li><a href="david-sojourner.html">David C. Sojourner, Jr.</a></li> <li><a href="rita-caughman.html">Rita Bragg Caughman</a></li> <li><a href="karen-thomas.html">Karen Hudson Thomas</a></li> <li class="active"><a href="jonathan-lee.html">Jonathan P. Lee</a></li> <li><a href="jennifer-macleod.html">Jennifer R. MacLeod</a></li> <li><a href="george-bailey.html">George S. Bailey</a></li> <li><a href="allison-fuller.html">Allison Fuller</a></li> </ul> </li> <li class="visible-xs"><a href="david-sojourner.html">David C. Sojourner, Jr.</a></li> <li class="visible-xs"><a href="rita-caughman.html">Rita Bragg Caughman</a></li> <li class="visible-xs"><a href="karen-thomas.html">Karen Hudson Thomas</a></li> <li class="visible-xs active"><a href="jonathan-lee.html">Jonathan P. Lee</a></li> <li class="visible-xs"><a href="jennifer-macleod.html">Jennifer R. MacLeod</a></li> <li class="visible-xs"><a href="george-bailey.html">George S. Bailey</a></li> <li class="visible-xs"><a href="allison-fuller.html">Allison Fuller</a></li> <li> <a href="contact.html" class="strong">Contact</a> </li> </ul> </div> </div> </nav> </div> <div class="container"> <div class="row"> <div id="logo-smaller" class="col-sm-4 col-sm-offset-4 col-xs-6 col-xs-offset-3 text-center"> <a href="index.html"><img src="images/logo.png" alt="Sojourner, Caughman & Thomas" /></a> </div> </div> </div> </header> <div id="body"> <div class="container"> <div class="row"> <div class="col-md-7 col-sm-6"> <div class="hero"> <img src="images/photos/lee.jpg" alt="David C. Sojourner, Jr."/> </div> <div class="row contact-info"> <div class="col-md-6 col-xs-12 text-center border-right"> <h4>Direct</h4> <p>803.540.2856</p> <h4>Fax</h4> <p>803.978.5978</p> <h4>Email</h4> <p><a href="mailto:jlee@sctlawfirm.com">jlee@sctlawfirm.com</a></p> </div> <div class="col-md-6 col-xs-12 text-center"> <h4>Assistants</h4> <p class="assistant">Margaret Glassman, CPA, <em>Probate Paralegal</em><br/>803.978.5975<br/><a href="mailto:mglassman@sctlawfirm.com">mglassman@sctlawfirm.com</a></p> </div> </div> </div> <div class="col-md-5 col-sm-6"> <div class="heading"> <h1>Jonathan P. Lee</h1> <p>Shareholder</p> </div> <div class="bio"> <p>JP is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and a certified specialist in Estate Planning and Probate Law by the Supreme Court of South Carolina. He advises clients regarding the transition of wealth to beneficiaries and helps clients achieve their personal, business, and charitable planning objectives. He also advises clients regarding gift, estate, and generation-skipping transfer taxes and tax returns.</p> <p>In addition to handling probate court hearings for estate and trust matters, JP advises fiduciaries and beneficiaries on issues and disputes that arise in the trust and estate administration context, on distributions from qualified plans, and the administration of trusts.</p> <p>JP is one of ten winners of the South Carolina Lawyer’s Weekly 2011 Emerging Legal Leaders Award, was selected as a South Carolina Rising Star by Super Lawyers every year since 2013, and is a 2010 Graduate of the Greater Columbia Chamber of Commerce’s Leadership Columbia program.</p> <p>JP has served as chairman of the Columbia Taxation Study Group, President of the Richland Library Friends and Foundation, a currently serves as a member of the board of directors of the Kappa Alpha Order Rho Chapter Housing Corporation, and is the Vice-Chancellor of the Episcopal Diocese of Upper South Carolina. From 2014-2016, he was one of six Trust and Estate Fellows of the Real Property, Trust and Estate Law Section of the American Bar Association.</p> <p>He received his B.S., cum laude, in Economics and Management from the University of South Carolina in 2002, his J.D. from the University of South Carolina School of Law in 2005, and his LL.M. in Estate Planning from the University of Miami in Coral Gables, Florida in 2006.</p> <hr/> <h3>Education</h3> <ul class="list-unstyled"> <li>B.S., University of South Carolina, cum laude, 2002</li> <li>J.D., University of South Carolina School of Law, 2005</li> <li>LL.M., University of Miami School of Law – Estate Planning, 2006</li> </ul> <h3>Membership & Admissions</h3> <ul class="list-unstyled"> <li>Member, American Bar Association</li> <li>Member, South Carolina Bar</li> <li>Fellow, American College of Trust and Estate Counsel (ACTEC)</li> <li>Certified Specialist in Estate Planning and Probate Law – South Carolina Supreme Court (2011-present)</li> <li>Selected – South Carolina Super Lawyers (Rising Stars) 2013-present</li> <li>Selected, Best Lawyers in America (2015-present)</li> <li>Selected, Chambers and Partners High Net Worth Guide (2021-present)</li> </ul> </div> </div> </div> </div> </div> <footer id="bottom"> <div class="dots"> </div> <div class="container"> <div class="row"> <div class="col-sm-2 col-sm-offset-2 hidden-xs"> <h3>Main</h3> <p>803.978.5500</p> <h3>Fax</h3> <p>803.978.5978</p> </div> <div class="col-xs-6 visible-xs"> <h3>Main</h3> <p>803.978.5500</p> </div> <div class="col-xs-6 visible-xs"> <h3>Fax</h3> <p>803.978.5978</p> </div> <div class="col-sm-2 col-xs-6"> <h3>Physical</h3> <p>1301 Gervais St.<br/>Suite 1920<br/>Columbia, SC 29201</p> </div> <div class="col-sm-2 col-xs-6"> <h3>Mailing</h3> <p>Post Office Box 12127<br/>Columbia, SC 29211<br/> </p> </div> <div class="col-sm-4 hidden-xs"> <h3>Email</h3> <p><a href="mailto:info@sctlawfirm.com">info@sctlawfirm.com</a></p> <h3>Map/Parking</h3> <p><a href="files/location.pdf"><span>Download PDF</span> <i class="pdficon"> </i></a></p> </div> <div class="col-xs-6 visible-xs"> <h3>Email</h3> <p><a href="mailto:info@sctlawfirm.com">info@sctlawfirm.com</a></p> </div> <div class="col-xs-6 visible-xs"> <h3>Map/Parking</h3> <p><a href="files/location.pdf"><span>Download PDF</span> <i class="pdficon"> </i></a></p> </div> </div> <div class="row"> <div class="col-sm-12"> <p class="copyright">© 2022 <span>sojourner caughman & thomas, llc</span> attorneys at law</p> </div> </div> </div> </footer>   <script src="https://ajax.googleapis.com/ajax/libs/jquery/1.11.0/jquery.min.js"></script> <script src="js/bootstrap.min.js"></script> <script> (function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){ (i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o), m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m) })(window,document,'script','//www.google-analytics.com/analytics.js','ga'); ga('create', 'UA-48344936-1', 'sctlawfirm.com'); ga('send', 'pageview'); </script> </body> </html>

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Jonathan P. Lee – Sojourner, Caughman & Thomas