Calendar

General Session

Tuesday, November 1, 2016

8:15 AM — 10:45 AM

Gift Planning Strategies and Techniques with Paul Lee

Paul is back by popular demand! During this presentation, Paul will discuss his latest “best strategies and techniques” for the world of charitable planning. Paul has lectured across the country on how traditional wisdom and traditional thinking can no longer be the norm. The old-age thinking of “move” or “gift” or “transfer” wealth, during lifetime, are today antiquated and obsolete. We as gift planning professionals must change the way we help our constituents plan a charitable legacy. This is a “don’t want to miss” presentation!

CFP Board approved for 1.0 CE credit.

PAUL S. LEE, J.D., LL.M

Nationally-recognized expert Paul S. Lee is a Senior Regional Wealth Advisor with The Northern Trust 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. Mr. Lee received a BA, cum laude, in English and a BA in chemistry from Cornell University, and a JD, with honors, from Emory University School of Law, where he was notes and comments editor of the Emory Law Journal; he also received an L.LM. in taxation from Emory University. Mr. Lee was the recipient of the Georgia Federal Tax Conference Award for Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting. In 2014, Mr. Lee was inducted into the NAEPC Estate Planners Hall of Fame®, and designated an Accredited Estate Planner® (Distinguished). A frequent lecturer and panelist on investment planning and tax and estate planning, Mr. Lee 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, 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.

The Nassau Club

6 Mercer Street
Princeton, NJ 08540

General Session Fees

NJCGP Member: $ 35.00
Non-Member:    $ 40.00

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Tuesday, November 1, 2016

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