Pentera Webinar - Congress, Charity, & COVID-19: Top Tax- and Estate-Planning Techniques Today
Presented by:
Paul S. Lee, J.D., LL.M.
Chief Tax Strategist
The Northern Trust Company
Webinar Description:
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. Clients and donors are fearful for their health and wealth and of the uncertainty that lies ahead. This presentation will discuss straightforward and innovative planning opportunities for families and charities that best take advantage of both the "expiring" and "permanent" provisions of the tax law, with an eye toward anticipated changes to the future planning landscape.
About the Presenter:
Paul S. Lee is the chief tax 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 was a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP.
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 is designated an Accredited Estate Planner® (Distinguished). He was 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.
Fill out the form below to view this webinar.