BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/New_York X-LIC-LOCATION:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:362216208416f3e231e2819d22c8555c36 CATEGORIES:Events SUMMARY:Annual Meeting - Shining Light Through the Darkness: Planning in the Shadow of Uncertainty, Social Distancing, and Fear DESCRIPTION:
Join us via Zoom for the last CEPC meeting of the year!
The COVID-19 pandemic has stalled global economies, causing asset value s and interest rates to plummet. Clients are fearful for their health and w ealth, and of the uncertainty that lies ahead. The best estate planners can be a beacon of light during these dark times, providing wise counsel and d evising plans that clients can act upon today, with assurance that they wil l survive these turbulent times (and even take advantage of the current pla nning environment). This presentation will discuss the best planning ideas and techniques, in light of these unprecedented times.
This is a members only event.
Paul S.
Lee, J.D., LL.M.
Global Fiduciary Strategist - Seni
or Vice President - Managing Director
The Northern T
rust Company Wealth Management and Global Family & Investment Offices G
roup
Paul S. Lee is the Global Fiduciary Strategist of The N orthern Trust Company, within the Global Family & Private Investment Of fices Group and Wealth Management division of Northern Trust. He is also a Senior Vice President and Managing Director of the company. Prior to joinin g Northern Trust, he was at Bernstein Global Wealth Management as National Managing Director, and a partner in the Atlanta-based law firm of Smith, Ga mbrell & Russell, LLP.
Paul is a Fellow of the American College o f Trusts and Estate Counsel, has been inducted into the NAEPC Estate Planni ng Hall of Fame®, and designated an Accredited Estate Planner® (Distinguish ed). He is the American Bar Association Advisor to the Uniform Law Commissi on Uniform Fiduciary Income and Principal Act. Paul is a member of the Amer ican Bar Association, Florida Bar, and State Bar of Georgia.
A freque nt lecturer and panelist on investment planning, tax and estate planning, P aul has spoken at the Heckerling Institute on Estate Planning, ACTEC Nation al Meeting, Southern Federal Tax Institute, USC Institute on Federal Taxati on, Southern California Tax & Estate Planning Forum, Notre Dame Tax and Estate Planning Institute, AICPA National Tax Conference, and the AICPA Ad vanced Estate Planning Conference. His articles have been published by The ACTEC Law Journal, Tax Notes, BNA Tax Management Estates, Gifts & Trust s Journal, BNA Tax Management Memorandum, Estate Planning Journal, Trusts & amp; Estates, Estate Planning & Community Property Law Journal, The Pra ctical Tax Lawyer, Major Tax Planning, and the Emory Law Journal. Paul co-a uthored the law review article, “Retaining, Sustaining and Obtaining Basis, ” which was awarded Outstanding Law Review Article in 2016 by the Texas Bar Foundation.
He is a member of the Advisory Committee of the Heckerli ng Institute on Estate Planning, Bloomberg BNA Estates, Gifts and Trusts Ad visory Board, the University of Florida Tax Institute Advisory Board, and t he Wilson Society Advisory Council for the Hospital for Special Surgery in New York City. He proudly serves as an Admiral in the Great Navy of the Sta te of Nebraska.
Inte rested in sponsoring this event? Email info@charlotteepc.org.
DTSTAMP:20240319T042655 DTSTART;TZID=America/New_York:20200527T163000 DTEND;TZID=America/New_York:20200527T174500 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR