Sunday, August 24, 2014

September 16: 22nd Annual Estate & Charitable Gift Planning Institute

The increase in federal estate and gift tax exclusion amounts and rising income tax
rates have caused estate planners to rethink traditional strategies. The presenters
will explore traditional and new planning techniques for the small, medium, and
large estate to address the new paradigm.
Tuesday, September 16, 2014
10:00 a.m.-4:30 p.m. EST
Videocast to locations in many cities and states
10:00 a.m. to 10:30 a.m.
Registration seems to vary by state. There are probably locations in your state. Here are what I've found so far:
  • Ann B. Burns, J.D., Chair of the Trust, Estate and Charitable Planning Group, Gray Plant Mooty. Ann’s practice focuses on estate and charitable planning, business succession planning, estate and trust administration, and fiduciary and tax litigation. Ann brings a unique mix of skills to her law practice as a certified public accountant and attorney. She represents multigenerational families of wealth throughout the country and individual and corporate trustees in estate planning, fiduciary, and tax matters. Ann graduated from the University of Wisconsin Law School and clerked for the Honorable Donald R. Ross, on the Eighth Circuit U.S. Court of Appeals. Ann is a frequent lecturer at national estate planning conferences and has been quoted in The New York Times and Forbes magazine. She chairs the board of a private client family office and is a member of the Board of Regents of the American College of Trust and Estate Counsel and the Board of Trustees of The Minneapolis Foundation.
  • Samuel A. Donaldson, Professor of Law, Georgia State University - Atlanta, Georgia Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law for 13 years. During his tenure at the University of Washington, he was a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association. Professor Donaldson served for two years as Associate Dean for Academic Administration and for six years as the Director of the law school’s Graduate Program in Taxation. He teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility.
  • Professor Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel (ACTEC) and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, he is a co-author of the West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by CCH. Professor Donaldson has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a Visiting Assistant Professor at the University of Florida Levin College of Law.
CLE, CPE, CFP and CTFA continuing education credits are pending approval, including one hour
of ethics
The Salvation Army
For More Information See State List Above
And a BIG thanks to my friend Richard Kolodna who alerted me to this program!

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