FacultyFaculty/Author Profile
Gary R Lee

Gary R Lee

Sterling Resources, Ltd.

Hingham, MA, USA


Gary Lee heads the third Party Advisor group at Sterling Resources, Ltd., working with attorneys, accountants, and family offices to serve their high net worth clients with innovative life insurance solutions for estate planning and closely held corporation needs.  He is a lawyer with an LLM in Taxation and a CPA.  Prior to joining Sterling, Gary was National Director of Insurance Consulting Services with Deloitte & Touché for over a dozen years.  He is a published author of a life insurance BNA portfolio and has contributed articles to various tax publications.  He is also a speaker at tax forums across the country and in Europe focusing on both domestic and international life insurance planning opportunities.
Gary R Lee is associated with the following items:
CHB Chapters  CHB Chapters Unlocking the Power of Undistributed Net Income (UNI) Assets Trapped in Foreign Non-Grantor Trusts - International Estate & Tax Planning 2017, Monday, May 22, 2017
Web Segment  Web Segment Foreign Trust Tax Planning: The Difficult Questions - International Estate & Tax Planning 2017, Tuesday, May 23, 2017
MP3 Audio  MP3 Audio Foreign Trust Tax Planning: The Difficult Questions - Foreign Trust Tax Planning: The Difficult Questions , Tuesday, May 23, 2017
Transcripts  Transcripts Foreign Trust Tax Planning: The Difficult Questions - Foreign Trust Tax Planning: The Difficult Questions , Tuesday, May 23, 2017
MP4 - Mobile Video Seg  MP4 - Mobile Video Seg Foreign Trust Tax Planning: The Difficult Questions - Foreign Trust Tax Planning: The Difficult Questions , Tuesday, May 23, 2017
On-Demand Web Programs  On-Demand Web Programs International Estate & Tax Planning 2017, Friday, May 26, 2017, New York, NY
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