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DTSTART:20141119T230000Z
DTEND:20141120T013000Z
LOCATION:The Madison Hotel One Convent Road, Morristown, NJ
UID:1122220141119T230000ZVenn Diagrams: The Intersection of Estate & Income Tax
DTSTAMP:20260504T135209Z
DESCRIPTION:\nESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY\n \nDINNER MEETING:  November 19, 2014\n \n \n \n6:00 – 6:45 p.m. COCKTAILS, HORS D’OEUVRES &                                                           Place:  THE MADISON HOTEL\n \n                        NETWORKING                                                                                            One Convent Road, Morristown, NJ\n \n6:45 pm            DINNER BEGINS                                                                                          973-457-4639\n \n7:15 pm            PROGRAM                         \n \n8:30 pm            PROGRAM ENDS\n \n \n \nSPEAKER:        Paul S. Lee, J.D., LL.M., National Managing Director, Bernstein Global Wealth Management\n \n                                 \n \nTOPIC:             Venn Diagrams: The Intersection of Estate & Income Tax    \n \n \n \nSPONSOR:        Bessemer Trust\n \n \n \nPaul 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 Planning and Analysis Group. 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. 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. 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, Lee has spoken at the Heckerling Institute on Estate Planning, the ACTEC National Meeting, the ABA Tax-RPTE Joint National CLE Conference, the Southern Federal Tax Institute, the USC Institute on Federal Taxation and the Notre Dame Tax and Estate Planning Institute. His articles have been published by The ACTEC Law Journal; BNA Tax Management Estates, Gifts and Trusts Journal; BNA Tax Management Memorandum; The Practical Tax Lawyer; Major Tax Planning; Trusts & Estates; and the Emory Law Journal.\n \n \n \nThis program had been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.0 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.\n \n \n \nCFP and CPA continuing education credit will also be offered for this presentation.\n \n \n \n---------------------------------------------------------------------------------------------------------------------------------------------------\n \n \n \nRESERVATION FORM:\n \n ____    Yes, I will attend the meeting on 11/19        ___________________________________________\n \n (no charge for members)                                                                           Name\n \n \n \n____    I am bringing the following guests at the         ___________________________________________\n \n    cost of $75 each (no refunds).  My check                                                  Name\n \nis enclosed made payable to “EPCNNJ”        \n \n                                    \n \nPlease respond by Friday, November 14, 2014        Web:      www.epcnnj.org\n \n                                                                          Email:    lanahan@verizon.net\n \n                                                                          Mail       EPCNNJ P.O. Box 373 Mendham, NJ  07945\n \n                                                                          Fax:       973-543-1434\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n
SUMMARY:Venn Diagrams: The Intersection of Estate & Income Tax - Estate Planning Council of Northern New Jersey 
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