January Joint Council Membership Dinner Meeting- "Now You See Them, Now You Don't: Planning in a World of Disappearing Discounts"
Date: Tuesday, January 19, 2016
Time: 5:30pm - 8:00pm
Location: BallenIsles Country Club
Speaker: Paul Lee, J.D., LL.M.
Paul S. Lee
Senior Vice President, Managing Director & Senior Regional Wealth Advisor,
The Northern Trust Company, New York, NY
Prior to joining Northern Trust, he was at Bernstein Global Wealth Management for 15 years,
as National Managing Director, and a partner in the Atlanta-based law firm of Smith, Gambrell
& Russell, LLP.
Mr. Lee received a BA, cum laude, in English and a BA in chemistry from Cornell University,
and a JD, with honors, from Emory University School of Law, where he was notes and
comments editor of the Emory Law Journal; he also received an LLM in taxation from Emory
University. Mr. Lee was the recipient of the Georgia Federal Tax Conference Award for
Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting. In 2014, Mr.
Lee was inducted into the NAEPC Estate Planning Hall of Fame®, and designated an
Accredited Estate Planner® (Distinguished).
A frequent lecturer and panelist on investment planning and tax and estate planning, Mr. Lee
has spoken at the Heckerling Institute on Estate Planning, ACTEC National Meeting, Southern
Federal Tax Institute, USC Institute on Federal Taxation, Southern California Tax & Estate
Planning Forum, Notre Dame Tax and Estate Planning Institute, AICPA National Tax
Conference, and the AICPA Advanced Estate Planning Conference. His articles have been
published by The ACTEC Law Journal, BNA Tax Management Estates, Gifts & Trusts Journal,
BNA Tax Management Memorandum, Estate Planning Journal, Trusts & Estates, Estate
Planning & Community Property Law Journal, The Practical Tax Lawyer, Major Tax Planning,
and the Emory Law Journal.
Joint Meeting with ECEPC
PBCEPC appreciates the support of
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