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September 21, 2020 Morning Webinar
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9/21/2020
When: September 21, 2020 Morning Webinar
10:00 AM EST
Where: Zoom Platform
United States
Presenter: Paul S. Lee, JD, LLM
Contact: PPGGNY
781-205-9383


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Monday, September 21, 2020 - WEBINAR

 

PPGGNY will email the login instructions on the Thursday prior to the webinar. The webinar will be live and may be recorded. Please do not hesitate to email our office with any questions at info@ppggny.org.

 


Paul S. Lee Webinar Pricing (Member/Non-Member)
10:00 AM - 11:30 AM
FREE for Members /$25 for Non-Members

 

Morning Webinar (10:00 AM - 11:30 AM)

PPGGNY Advanced Webinar: Shining Light through Darkness: Planning in the Shadow of Fear, Social Distancing, Uncertainty & the Election

by Paul S. Lee, JD, LLM

 

The COVID-19 pandemic has stalled global economies, causing asset values and interest rates to plummet, and there is a pending election that could dramatically change the income and transfer tax landscape. Clients and donors are fearful for their health and wealth, and of the uncertainty that lies ahead. Planning professionals can be a beacon of light during these dark times, providing wise counsel and devising plans that clients and donors can act upon today to achieve their legacy and charitable goals. This presentation will discuss what estate planners and fundraising professionals need to know with an eye on the current planning environment, the “expiring” provisions, and anticipated tax law changes. This session has been approved for CFRE, CPE, and CLE.


 

About Our Speaker

Paul S. Lee


Paul S. Lee is the Global Fiduciary Strategist of The Northern Trust Company, within the Global Family & Private Investment Offices Group and Wealth Management division of Northern Trust. He is also a Senior Vice President and Managing Director of the company. Prior to joining Northern Trust, he was at Bernstein Global Wealth Management as National Managing Director, and a partner in the Atlanta-based law firm of Smith, Gambrell & Russell.

Paul is a Fellow of the American College of Trusts and Estate Counsel, has been inducted into the NAEPC Estate Planning Hall of Fame®, and designated an Accredited Estate Planner® (Distinguished). He is the American Bar Association Advisor to the Uniform Law Commission Uniform Fiduciary Income and Principal Act. Paul is a member of the American Bar Association, Florida Bar, and State Bar of Georgia.

Paul received a B.A., cum laude, in English and a B.A. in chemistry from Cornell University, and a J.D., with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an LL.M. in taxation from Emory University. Paul was the recipient of the Georgia Federal Tax Conference Award for Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting.
A frequent lecturer and panelist on investment planning, tax and estate planning, Paul 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, Tax Notes, 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.

He is a member of the Advisory Committee of 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. He proudly serves as an Admiral in the Great Navy of the State of Nebraska.

     

    Cancellation Policy:
    Cancellations and requests for webinar refunds must be submitted in writing and received no later than 5 p.m. (Eastern Time) two business days before the PPGGNY program for which you are registered.

     
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