The Best Estate Planning Strategies and Techniques for 2015 and Beyond: Running the Basis

Date: Wednesday, June 3, 2015
Time: 7:30am - 11:00am
Location: SEASONS - Washington Township, NJ
Speaker: Paul S. Lee, J.D., LL.M; Managing Director, Senior Regional Wealth Advisor, The Northern Trust Company, NY, NY





7:30 am Registration and Breakfast

8:15 am - 11:00 am Presentation (mid morning break)

Continuing Education:

2.5 credits NJ CPE 

2.5 credits CFP Program Name: Best Estate Planning Strategies & Techniques for 2015 & Beyond
Program ID: 215640


This program had been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.5  hours of total CLE credit. Of these, 0.00 qualify as hours of credit for ethics/professionalism, and 0.00 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law. 

NJ Insurance - 2.0 credits # 88896806 The Best Estate Planing Strategies and Techniquest for 2015

Program Summary:

We have heard for several years now – Post-ATRA – how “estate planning” has become an entirely different and new world. There is a new mindset and a new methodology. Paul Lee, a nationally recognized expert, has been at the forefront of this new world of planning. Paul has lectured extensively across the US on how estate planning will – and needs to – increasingly focus on income tax planning, the management of tax basis, and maximizing the "step-up" in basis at death. Traditional wisdom, traditional thinking can no longer be the norm. The old-age thinking of “move” or “gift” or “transfer” wealth, during lifetime, “when it doubt, get it out” and all of the “old ways of thinking and planning” are today antiquated and obsolete. We as professionals must change the way we do planning for our clients.

During this presentation, Paul will discuss his “best strategies and techniques” for the new world of estate planning in 2015 and beyond. He will introduce new concepts for “running the basis” to achieve the best possible results for our clients. You are going to hear the best of the best. This presentation will cover weighing the traditional transfer tax costs, including state estate/inheritance taxes, versus the income tax savings from the "step-up" in basis. Paul will talk about “recapturing” assets that have already been shifted, as well as how to obtain and use multiple exemption amounts. He will also cover how to remove assets from the taxable estate, protect assets from transfer taxes, and avoid the growing income tax liabilities on appreciating assets…and more! This is a “don’t want to miss” presentation!




 Paul S. Lee, J.D., LL.M - BIO

Paul S. Lee is a Senior Regional Wealth Advisor with The Northern Trust 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. 

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 L.LM. 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 Planners 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.

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