Hospital for Special SurgeryHSS Advisors' Breakfast - November 5, 8 - 9:30 am, Bryant Park Grill, NYC

NOVEMBER 5, 2015 8 AM – 9:30 AM BRYANT PARK GRILL NEW YORK CITY

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Now You See Them, Now You Don’t: Planning in a World of Disappearing Discounts

With Special Guest Speaker

Paul S. Lee

Senior Regional Wealth Advisor, Northern Trust

Paul S. Lee is a Senior Regional Wealth Advisor with The Northern Trust Company.

Prior to joining Northern Trust, he was at Bernstein Global Wealth Management as National Managing Director, and a partner in the Atlanta-based law firm of Smith, Gambrell & Russell, LLP. A noted lecturer and panelist, Paul frequently speaks at industry-leading conferences on investment planning and tax and estate planning.

Paul 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. Paul was the recipient of the Georgia Federal Tax Conference Award for Outstanding Tax Student and the Ernst & Young Award for Tax and Accounting. In 2014, Paul was inducted into the NAEPC Estate Planning Hall of Fame®, and designated an Accredited Estate Planner® (Distinguished).

Wilson Society Advisory Council

The Wilson Society Advisory Council comprises a premier group of estate and financial planning specialists who advise HSS on matters related to their area of expertise. As ambassadors for the Hospital, Council members raise awareness of our mission to a broad community of HSS friends and grateful patients, and inspire private philanthropy in support of initiatives that strengthen our commitment to providing the highest level of patient care today and for many years to come.

Co-Chairs

Samuel S. Polk
Paula A. Ryan
Linda J. Wank

Members

Jonathan Blattmachr
Gail E. Cohen
Nancy S. Gabel
David Gerson
S. Alexander Haverstick II
Linda B. Hirschson
Joanne E. Johnson
Paul S. Lee
Susan Porter
Marissa S. Tracey
Kevin A. Walsh
Todd C. Whitenack
Gabe M. Wolosky
William D. Zabel

Development

Robin Merle
Will Cruz
Samantha Delson