NEW YORK--(BUSINESS WIRE)--Northern Trust announced today that Paul S. Lee, Regional Wealth Advisor, has been elected a Fellow of the American College of Trust & Estate Counsel (ACTEC). He joins seven others from Northern Trust who have previously been elected ACTEC fellows, including Svetlana V. Bekman, Senior Legal Counsel, Stacy E. Singer, Central Region Trust & Advisor Practice Executive, Susan D. Snyder, Trust Counsel and Associate General Counsel, Suzanne L. Shier, Chief Wealth Planning and Tax Strategist, Tami F. Conetta, East Region Trust and Advisory Practice Executive, R. Hugh Magill, Chief Fiduciary Officer, and Jane G. Ditelberg, Assistant General Counsel, Trust.
“Paul is a person of enormous intellect, character and talent,” said Steve Fradkin, President of Northern Trust Wealth Management. “His election as an ACTEC Fellow is an honor and affirms the value that he consistently contributes to the field of trust and estates and to Northern Trust’s clients.”
ACTEC is a professional organization of lawyers who have demonstrated the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors. Fellows are selected on the basis of experience, professional reputation and ability in the fields of trusts and estates and on the basis of having made substantial contributions to these fields through lecturing, writing, teaching, and bar activities.
Paul S. Lee is a Regional Wealth Advisor of The Northern Trust Company. He is based in New York and is responsible for providing strategic tax, estate planning, and investment advice to high-net-worth clients and their advisors. Prior to joining Northern Trust, Lee 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. Lee began his career practicing law and became a Partner in the Tax, Estate Planning and Wealth Protection Group at Smith, Gambrell & Russell, LLP. He 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. In 2014, he was 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 various industry meetings, including: 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. Lee’s 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. He 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 a member of several boards and organizations, including the Editorial Board of The Practical Tax Lawyer, the Advisory Council for the Heckerling Institute on Estate Planning, Bloomberg BNA Estates, Gifts, & Trusts Advisory Board, and the Wilson Society Advisory Council for the Hospital for Special Surgery in New York City.
For more information about Northern Trust’s Trust & Estate practice, please visit: https://www.northerntrust.com/wealth-management/united-states/services/trust-estate.
Northern Trust Wealth Management specializes in Goals Driven Wealth Management backed by innovative technology and a strong fiduciary heritage. Northern Trust Wealth Management is ranked among the top 10 U.S. wealth managers, with $248 billion in assets under management as of December 31, 2016, and a wide network of wealth management offices across the United States.
The Northern Trust Company is an Equal Housing Lender. Member FDIC.
About Northern Trust
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., and 22 international locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of December 31, 2016, Northern Trust had assets under custody of US$6.7 trillion, and assets under management of US$942 billion. For more than 125 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit northerntrust.com or follow us on Twitter @NorthernTrust.
Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at https://www.northerntrust.com/disclosures.