The Pentera Blog
Pentera Webinar February 18 Presents Tax- and Estate-Planning Techniques for Today's Uncertain Economy
On February 18 Pentera presents a Webinar featuring Paul S. Lee, JD, LLM, the global fiduciary strategist of The Northern Trust Company, discussing "Congress, Charity, & COVID-19: Top Tax- and Estate-Planning Techniques Today." You can sign up for the free 1 p.m. Webinar here.
"The COVID-19 pandemic has stalled global economies, causing asset values and interest rates to plummet, and the election results could dramatically change the planning landscape," Lee said in describing his Webinar. "Clients and donors are fearful for their health and wealth and of the uncertainty that lies ahead."
The presentation will discuss straightforward and innovative planning opportunities for families and charities that best take advantage of both the "expiring" and "permanent" provisions of tax law, with an eye toward anticipated changes to the future planning landscape.
Paul S. Lee, JD, LLM, 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.
Paul 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 and is a frequent lecturer and panelist on investment planning, tax planning, and estate planning.
Paul received a JD with honors from Emory University School of Law, where he was editor of the notes and comments of the Emory Law Journal. He also received an LLM in taxation from Emory University.
