Shining Light through Darkness: Planning in the Shadow of Fear, Social Distancing, Elections & Uncertainty

Date: Tuesday, November 10, 2020
Time: 5:45pm - 6:00pm
Location: Zoom Webinar Until Further Notice
Speaker: Paul S. Lee, JD, LLM ~ Northern Trust ~ New York, NY

 

EXPERTISE

He 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.


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