The Palm Beach County Estate Planning Council and The East Coast Estate Planning Council Invite you to our "Joint" January Dinner Meeting  

Our Exclusive Sponsor for East Coast Estate Planning Council's joint event with Palm Beach Estate Planning Council.

Tuesday, January 19, 2016  5:30 pm - 6:15 pm Cocktail Reception,

6:15 pm Seated Dinner & Presentation

Please make sure to register so that we can place your name at the gate for entrance to the event.  Also, if you are a member of both organizations, please RSVP to ONE group only.

Ballen Isles Country Club

100 Ballen Isles Circle

Palm Beach Gardens, FL  33418

2015-16 Council Members - No Charge

Guest Fee:  $75.00

(Includes one complimentary drink ticket - cash bar available)

Paul S. Lee Biography

Senior Vice President, Managing Director & Senior Regional Wealth Advisor,  The Northern Trust Company, New York, NY

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.