Gary Lee joined Sterling Resources, Ltd. to develop a Third Party Advisor practice focused on assisting attorneys, accountants, family office advisors and trustees as they work with their clients’ estate planning, business succession and key employee benefit program needs. In addition to being a lawyer, Gary is a Certified Public Accountant (CPA). He is a member of the California Bar Association, the Massachusetts Bar Association, the American Institute of Certified Public Accountants, and the Boston Estate Planning Council.
Prior to joining Sterling Resources, Gary spent a dozen years as National Director of Insurance Consulting Services with Deloitte & Touche. He is a published author and has spoken at numerous tax and insurance forums including the New York University Institute of Taxation and the University of Miami Heckerling Forum on Estate Planning.
Education:
L.L.M., Taxation, Boston University School of Law
J.D., University of the Pacific McGeorge School of Law
B.A., cum laude, University of Connecticut
Tax Management Portfolios™
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Life Insurance — A Practical Guide for Evaluating Policies (Portfolio 827)
This Portfolio covers the evaluation, selection, and purchase of life insurance and describes life insurance basics, and the tax preferences life insurance enjoys.