Lim Law Offices

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About

Lim Law Offices in Santee concentrates on estate planning, trust administration, and bankruptcy law from Suite 103 at 9550 Cuyamaca Street, anchoring the corridor's legal-services cluster. Trust-funding strategies developed at the firm often require coordinated custodial and deposit arrangements with Santee's Town Center banking institutions, including Banc of California on Town Center Parkway. The practice's principal holds California State Bar License #236931, earned a J.D. from California Western School of Law, and completed an undergraduate degree in international business with a finance emphasis at San Diego State University. Prior government service included a role as special assistant to the San Diego County Treasurer-Tax Collector from 2003 to 2006, embedding tax-code fluency into every estate and probate engagement. Fiduciary accounting and trust-asset valuation work runs in parallel with the CPA audits performed at Mineo & Associates, Inc. on the same Cuyamaca Street block. Highest-complexity matters involve multi-property irrevocable trust restructurings with Crummey withdrawal provisions, generation-skipping transfer tax allocation, and coordinated California Proposition 19 parent-child exclusion filings.