March Lunch & Learn Webinar "Hot Topics in Estate Planning - Finding Gems in the Ashes of a Dumpster Fire"
Grab your lunch and view the webinar!
Date: Thursday, March 30, 2023
Time: 12:00 p.m. – 1:00 p.m. (Webinar to begin promptly at 12 noon)
Location: Virtual Webinar using Zoom format**
Cost: No charge to current members of EPCSB; $25.00 for non-members
PLEASE CLICK ON THE LINK BELOW TO REGISTER
https://www.epcsanbernardino.org/events/event/23981
** NOTE TO REGISTRANTS: Zoom login information for this event, together with the presentation outline, will be sent by email from the EPCSB website on the evening of March 29th. Certificates of Attendance will be available upon request at the conclusion of the event.
About the program:
The Tax Cuts and Jobs Act, COVID-19, and Congress have and will change everything we know as planners. Significant tax code changes are on the horizon. This presentation will discuss straightforward and innovative planning opportunities for families 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 speaker:
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 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 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.
