VENN DIAGRAMS: The Intersection of Estate & Income Tax (Planning in the ATRA Math)
Continuing Education:
NJ CPE: 1.0 credit
CFP - Program Name: VENN DIAGRAMS: The Intersection of Estate & Income Tax (Planning in the ATRA Math)
Program ID: 214842
NJ CLE - 1.0 “This program had been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.0 hours of total CLE credit. Of these, zero qualify as hours of credit for ethics/professionalism, and zero qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.”VENN DIAGRAMS: THE INTERSECTION OF ESTATE & INCOME TAX (PLANNING IN THE ATRA MATH) #22
The Institute of Certified Bankers (ICB) approved 'VENN Diagrams: The Intersection of Estate & Income Tax ( Planning in the ATRA Math)' held on 5/14/2015 for the following continuing education credits:
Designation Credits
CTFA 1.25
- TAX: 1.25
NJ Insurance: #88896663(Life) VENN Diagrams: The Intersection of Estate & Income Tax
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Paul S. Lee, JD, LL.M - BIO
Senior Vice President, Managing Director-Senior Regional Wealth Advisor
Paul S. Lee is a Managing Director and Senior Regional Wealth Advisor with The Northern Trust Company. Prior to joining Northern Trust, he was at Bernstein Global Wealth Management for 15 years, 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 LLM 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 Planning 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.
