Shining Light through Darkness: Planning in the Shadow of Fear, Social Distancing, Elections & Uncertainty
TCJA, COVID-19, and the election results have and will change everything we know. This presentation will discuss straightforward and innovative planning opportunities for families (and their businesses) that best take advantage of both the “expiring” provisions and anticipated changes of the tax law.
Notes: This program qualifies for 1-hour of continuing education credit for Attorney, CPA, Professional Fiduciary and Trust Officers. This program was approved with the CFP Board of Standards [Program ID: 277134], and the California Department of Insurance for 1 CE unit [Course: 384960].
**A Zoom meeting link to join will be emailed.
SPEAKER INFORMATION:
EXPERTISE
Paul S. Lee, JD, LLM is the global fiduciary strategist for Wealth Management and the Global Family & Private Investment Offices Group of Northern Trust. He is also a senior vice president and managing director of the firm.
EXPERIENCE
Prior to joining Northern Trust in 2015, Paul served as national managing director in the New York office of Bernstein Global Wealth Management. He began his career practicing law and became a partner in the Tax, Estate Planning and Wealth Protection Group at Smith, Gambrell & Russell, LLP in Atlanta.
EDUCATION
He received his J.D. and LLM (Taxation) degrees, with honors, from Emory University School of Law, and B.A. degrees, cum laude, in English and Chemistry from Cornell University.
COMMUNITY INVOLVEMENT
He is a member of the Advisory Committee for the Heckerling Institute on Estate Planning, Bloomberg BNA Estates, Gifts and Trusts Advisory Board, the University of Florida Tax Institute Advisory Board and the Wilson Society Advisory Council for the Hospital for Special Surgery in New York City.
November Meeting Sponsor
