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Award
received November 2014 |
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PAUL S. LEE
Bernstein Global Wealth ManagementPaul 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 Management Group, which he
rejoined in 2008. 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. 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.
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, and
AICPA National Tax Conference. His articles have been
published by The ACTEC Law Journal, BNA Tax Management
Estates, Gifts & Trusts Journal, BNA Tax Management
Memorandum, Estate Planning, Trusts & Estates, Estate
Planning, Community Property Law Journal, The Practical Tax
Lawyer, Major Tax Planning, and the Emory Law
Journal. |