TALLAHASSEE REGIONAL ESTATE PLANNING COUNCIL

The 25th Anniversary

Renewing Your Estate Planning Vows

Featuring:  Ann B. Burns & Samuel Donaldson

6 CLE, 6 CPE, 5 CFP, CTFA 5

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.

The live simulcast includes sessions about:

• Recent developments in federal income, estate, and gift tax laws including (1) an analysis of pending (or passed) tax reform, (2) creating estate plans that survive tax reform, (3) successful charitable giving strategies and (4) basic planning ideas.

• A Planner’s Guide to Ethical Dilemmas Estate and Charitable Planners Face

• Engaging Your Client in the Charitable Conversation

Continuing education credits approved for:

• CLE:    6 General, 1 Ethics
• CFTA:  5.75
• CPE:    6.0 credits, 5 Tax and 1 Ethics
• CFP:    5.0
• IMCA:  5.0 which includes 1 for Ethics (for all 3 certifications)

Ann Burns is the Chair of the Trust, Estate and Charitable Planning group at Gray Plant Mooty. Her 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.

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. 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. There 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 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.