TALLAHASSEE REGIONAL ESTATE PLANNING COUNCIL

You are invited to bring a potential new
TREPC member to the September meeting for free!
 

The 23^nd Annual

Tailoring the Estate Planning Wardrobe: Adapting traditional techniques for a better fit

Featuring:  Ann B. Burns & Samuel Donaldson

6 CLE, 6 CPE, 5 CFP, CTFA 5.75

Brought to you in partnership with

The Community Foundation of North Florida

Estate planning is constantly changing. Explore how recent developments affect our thinking about current estate plans and planning tools.

Don't miss sessions about:

• Ethical crossroads in desinging and implementing plans

• Recent developments in tax and case law

• Charitable planning in the current environment

• Determining which strategies to adopt and adapt

Continuing education credits approved for:

• CLE:    6 General, 1 Ethics

RSVP to jwatkins@cfnf.org by September 14.

Ann Burns' practice focuses on estate and charitable planning, business succession planning, estate and trust administration, and fiduciary and tax litigation. She is the chair of the Trust, Estate & Charitable Planning Group.

Burns brings a unique mix of skills to her law practice as a certified public accountant (inactive) and a principal in the firm. She represents multi-generational families of wealth throughout the country, assisting and guiding them in their relationships with trustees and other advisors. Burns also represents individual and corporate trustees in estate and tax planning and in fiduciary controversies in state and federal courts.

Ann has presented numerous seminars on topics related to estate planning, trusts, estates and taxation. In 2010, she was featured in an article in The New York Times focusing on the uncertainty of the estate tax.

Samuel A. Donaldson is a Professor of Law at Georgia State University in Atlanta, Georgia. 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. He 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.

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.