New York,
NY
Paul S. Lee is the global fiduciary strategist of the company, working in wealth management and the global family and private investment offices group. He is also a senior vice president and managing director. Mr. Lee was previously at Bernstein Global Wealth Management as national managing director and a partner in the Atlanta-based law firm of Smith, Gambrell, and Russell LLP. He is a Fellow of the American College of Trusts and Estate Counsel, has been inducted into the NAEPC Estate Planning Hall of Fame, and designated an Accredited Estate Planner (Distinguished). Mr. Lee is the American Bar Association advisor to the Uniform Law Commission Uniform Fiduciary Income and Principal Act. A frequent lecturer, 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 and Estate Planning Forum, Notre Dame Tax and Estate Planning Institute, AICPA National Tax Conference, and AICPA Advanced Estate Planning Conference. His articles have been published by “ACTEC Law Journal,” “BNA Tax Management Estates, Gifts & Trusts Journal,” and more. He coauthored the law review article “Retaining, Sustaining and Obtaining Basis,” which was awarded Outstanding Law Review Article in 2016 by the Texas Bar Foundation.
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