Paul Lee

Paul
S.
Lee

Paul S. Lee is national managing director at Bernstein Global Wealth Management in New York. 

 

 
Articles
CRTs Are Back (in Four Delicious Flavors)
Paul S. Lee & Stephen S. Schilling offer a primer on modern uses for various charitable remainder trusts
Managing Trusts in a Mad, Mad, Mad, Mad World
Paul S. Lee, Anne K. Bucciarelli & Stephanie Shen Torosian discuss how to help fiduciaries manage their complex bundle of duties
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