Lee v. Lee CA4/3

STATEMENT OF FACTS2

Ju-Long and Sue May Lee (hereinafter collectively, the Lees) moved to the United States from Taiwan in 1974 with their four children: Susan, Jack, James, and Jeff, the youngest. The Lees were fluent in Taiwanese, Mandarin, and Japanese, but not English. They therefore relied heavily on their children to assist them in conducting financial business. As

1 We refer to individual Lee family members in this opinion by

their first names only for purposes of clarity. 2 Because Jeff does not substantively challenge the trial court’s

factual findings, we derive the majority of the facts from the revised final statement of decision and judgment entered by the court herein on October 18, 2023.

2 they grew older, the four children began alternating staying one week each with the couple to assist them with their needs. After Susan began experiencing health issues, she dropped out of the arrangement, and the three brothers assumed weekly shifts staying with their parents. The Lees accumulated substantial assets in Taiwan and in the United States over their lifetimes. The couple, especially Sue May, became interested in real estate investing after they immigrated to this…