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News & Event

Nov. 10 Professional Advisors Series to Feature Northern Trust Chief Tax Strategist Paul S. Lee

Our 16th annual Advisors Series for Estate and Wealth Management Professionals on Nov. 10 will feature Paul S. Lee, J.D., LL.M, who will present "Top Planning Ideas Today: COVID, Congress, Charity."

Online registration is available by clicking here. Four levels of sponsorships are available, and you can review the sponsorship levels by clicking here.

Lee serves as the Chief Tax Strategist of The Northern Trust Company, within the Global Family & Private Investment Offices Group and Wealth Management division of Northern Trust.

Based in New York City, he is an Executive 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. 

Lee is a Fellow of the American College of Trusts and Estate Counsel and an Academician of the International Academy of Estate and Trust Lawyers. He has been inducted into the NAEPC Estate Planning Hall of Fame® and designated an Accredited Estate Planner® (Distinguished). Lee was the American Bar Association Advisor to the Uniform Law Commission Uniform Fiduciary Income and Principal Act.

He is a member of the American Bar Association, Florida Bar, and State Bar of Georgia. Lee 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. He was the recipient of the Georgia Federal Tax Conference Award for Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting.

A frequent lecturer and panelist on investment planning, tax and estate planning, 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, Tax Notes Federal, Tax Notes International, 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.

Lee co-authored 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 Heckerling Institute on Estate Planning, Bloomberg BNA Estates, Gifts and Trusts Advisory Board, and the University of Florida Tax Institute Advisory Board.




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