October 2017 Luncheon Program
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"Putting It On & Taking It Off: Tax Basis Management in the New Paradigm"

When: October 17, 2017
11:45 a.m. - 1:45 p.m.
Where: The Union League
140 South Broad Street
Lincoln Hall (2nd Floor)
Philadelphia, Pennsylvania  19102
United States
Contact: Denise Downing

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"Putting It On & Taking It Off: Tax Basis Management in the New Paradigm"

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The management and creation of tax basis is the most important planning issue today and in the future, regardless of the form that “tax reform” takes.  This presentation will discuss innovative tax basis management techniques that strip, shift, create, concentrate, and maximize basis where it can be of most benefit to taxpayers.  The discussion will include upstream planning, powers of appointment to create basis, using leverage, partnerships to move basis to where you want it, and planning that benefits charity while capturing new basis for the family.

One Education Credit for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

Paul S. Lee is a Senior Vice President of The Northern Trust Company. Based in New York City, he is the Global Fiduciary Strategist for Wealth Management and the Global Family & Private Investment Offices Group. He is also a Senior Vice President and Managing Director of Northern Trust.

Prior to joining Northern Trust, Paul served as a National Managing Director in the New York Office of Bernstein Global Wealth Management where he provided customized wealth planning solutions for family offices and ultra-high-net-worth clients. Earlier in his tenure at Bernstein, he was responsible for opening the firm’s first non-U.S. private client office in London and established the investment infrastructure for all of Bernstein’s non-U.S. private clients. Paul began his career practicing law and become a Partner in the Tax, Estate Planning and Wealth Protection Group at Smith, Gambrell & Russell, LLP.

Paul received both a J.D. and LL.M. degree with honors from Emory University School of Law, and a B.A. degree, cum laude, in English and Chemistry from Cornell University. Paul is a Fellow of the American College of Trusts and Estate Counsel and has been inducted into the NAEPC Estate Planning Hall of Fame®, and designated an Accredited Estate Planner® (Distinguished).

A frequent lecturer and panelist on investment, tax and estate planning, he has spoken at the Heckerling Institute on Estate Planning, ACTEC National Meeting, Southern Federal Tax Institute, USC Tax Institute, Southern California Tax & Estate Planning Forum, and the AICPA Advanced Estate Planning Conference among others. 

His articles have been published in numerous journals including The ACTEC Law Journal, Estate Planning Journal, Trusts & Estates, BNA Tax Management Memorandum, BNA Tax Management Estates, Gifts and Trusts Journal, and Estate Planning & Community Property Law Journal. Paul co-authored the law review article, “Retaining, Sustaining and Obtaining Basis,” which was awarded Outstanding Law Review Article in 2016 by the Texas Bar Foundation.

He is on the Editorial Board of The Practical Tax Lawyer, a member of the Advisory Council for the Heckerling Institute on Estate Planning, Bloomberg BNA Estates, Gifts and Trusts Advisory Board, the University of Florida Tax Institute Advisory Board, and on the Wilson Society Advisory Council for the Hospital for Special Surgery in New York City.


This meeting is being sponsored by


The Philadelphia Estate Planning Council
P.O. Box 579
Moorestown, NJ 08057-0579

Executive Director: Denise Downing, CMP


Phone: (215) 486-6215
Fax: (856) 727-9504