Venn Diagrams: The Intersection of Estate & Income Tax
ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY
DINNER MEETING: November 19, 2014
6:00 – 6:45 p.m. COCKTAILS, HORS D’OEUVRES & Place: THE MADISON HOTEL
NETWORKING One Convent Road, Morristown, NJ
6:45 pm DINNER BEGINS 973-457-4639
7:15 pm PROGRAM
8:30 pm PROGRAM ENDS
SPEAKER: Paul S. Lee, J.D., LL.M., National Managing Director, Bernstein Global Wealth Management
TOPIC: Venn Diagrams: The Intersection of Estate & Income Tax
SPONSOR: Bessemer Trust
Paul S. Lee is a National Managing Director of Bernstein Global Wealth Management, a position he assumed in 2006; he is also a member of the firm’s Wealth Planning and Analysis Group. Previously, he had been a managing director in the London and New York offices. Prior to joining the firm in 2000 as a Wealth Management Group director, he was a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP. 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. Lee 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 and tax and estate planning, Lee has spoken at the Heckerling Institute on Estate Planning, the ACTEC National Meeting, the ABA Tax-RPTE Joint National CLE Conference, the Southern Federal Tax Institute, the USC Institute on Federal Taxation and the Notre Dame Tax and Estate Planning Institute. His articles have been published by The ACTEC Law Journal; BNA Tax Management Estates, Gifts and Trusts Journal; BNA Tax Management Memorandum; The Practical Tax Lawyer; Major Tax Planning; Trusts & Estates; and the Emory Law Journal.
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, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.
CFP and CPA continuing education credit will also be offered for this presentation.
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RESERVATION FORM:
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cost of $75 each (no refunds). My check Name
is enclosed made payable to “EPCNNJ”
Please respond by Friday, November 14, 2014 Web: www.epcnnj.org
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Mail EPCNNJ P.O. Box 373 Mendham, NJ 07945
Fax: 973-543-1434
