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I consult with attorneys, accountants, and family office advisors in multiple areas of wealth management including estate planning, deferred compensation and international tax. There are many concepts used in the financial planning world to best maximize the distribution of wealth and address or reduce potential tax liabilities. I evaluate alternative planning opportunities, quantify the rates of return and tax impact of those alternatives and assist advisors in making recommendations to their high net worth clients. All of my analysis is customized to the unique individual situation and each involves review of hundreds of potential product offerings. The work is delivered in spreadsheets and graphs designed for clarity and ease of use.
Gary R. Lee
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PrincipalGary R. Lee Oct 2018 - PresentCohasset, MassachusettsWhile I am a tax attorney and a CPA, I do not practice in either field – I work with attorneys and accountants helping them fulfill their domestic and international client’s needs for life insurance.Specifically, I work with advisors serving U.S. beneficiaries of Foreign Non-Grantor Trusts with Undistributed Net Income (UNI) to reduce/avoid the tax/interest charges for beneficiary distributions. I also help place product to solve needs such as estate planning, succession planning, and general life insurance coverage.
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Third Party Advisor ServicesSterling Resources Ltd. 2009 - PresentHingham, MassThird party advisor to lawyers, accountants and family offices. Developing innovative solutions to challenging planning issues such as the evaluation and rescue of mature split dollar arrangements and working with foreign non-grantor trusts with Undistributed Net Income exposure. Our ability to develop customized planning tools allows us to tailor solutions for the most complex client need.
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National Director Of Insurance Consulting ServicesDeloitte 1996 - 2009Responsible for a national insurance consulting practice dealing with individual and corporate life insurance planning and implementation issues including estate planning, split dollar arrangements, deferred compensation, and benefit funding programs using corporate owned life insurance.
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PrincipalArthur Andersen & Co. 1994 - 1996Responsible for coordinating the financial and estate planning, investment planning, and insurance planning practice within the Boston practice of the Individual Services line. -
Producer/Advanced Marketing Sales ManagerThe New England 1989 - 1993Specialized in executive benefits, estate planning and business succession planning. Responsibilities included agent recruiting, training, agency management and sales at both the individual and CEO/Board of Director level.
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Senior Vice President Of New England Financial AdvisorsThe New England 1983 - 1989A financial planning subsidiary supporting a national network of financial planners. Responsibilities included management of a staff of attorneys, CPA’s and MBA’s in plan consultation, software development and SEC compliance. Member of the Board of Directors of New England Financial Advisors.
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Attorney/Tax SupervisorCoopers & Lybrand 1980 - 1983Responsible for tax return preparation, tax accrual reviews, estate planning and life insurance company tax return reviews.
Gary Lee Skills
Gary Lee Education Details
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Masters Of Law In Taxation (Llm) -
Juris Doctorate (Jd) -
University Of Connecticut, Storrs, ConnecticutBachelor Of Arts (B.A.) With Honors
Frequently Asked Questions about Gary Lee
What company does Gary Lee work for?
Gary Lee works for Gary R. Lee
What is Gary Lee's role at the current company?
Gary Lee's current role is Principal at Gary R. Lee.
What is Gary Lee's email address?
Gary Lee's email address is ga****@****ces.com
What is Gary Lee's direct phone number?
Gary Lee's direct phone number is +178174*****
What schools did Gary Lee attend?
Gary Lee attended Boston University, University Of The Pacific - Mcgeorge School Of Law, University Of Connecticut, Storrs, Connecticut.
What are some of Gary Lee's interests?
Gary Lee has interest in Professional Speaking, Writing, Excel Spreadsheet Programmin.
What skills is Gary Lee known for?
Gary Lee has skills like Tax Law Research, Writing, Professional Speaking, Business Analysis, Management Consulting, Sdlc, Requirements Analysis, Insurance, Risk Management, Business Process, Project Management, Microsoft Excel.
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