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DTSTART:20150921T143000Z
DTEND:20150921T203000Z
LOCATION:Hermitage Center, 1801 Hermitage Blvd.
UID:1024720150921T143000ZEstate & Charitable Gift Planning Institute Live Simulcast, Ann Burns & Samuel Donaldson
DTSTAMP:20260429T132231Z
DESCRIPTION:\n\nYou are invited to bring a potential new\nTREPC member to the September meeting for free!\n  \n \nThe 23nd Annual\n \n\nTailoring the Estate Planning Wardrobe: Adapting traditional techniques for a better fit\n \nFeaturing:  Ann B. Burns & Samuel Donaldson\n \n6 CLE, 6 CPE, 5 CFP, CTFA 5.75\n \nBrought to you in partnership with\n \nThe Community Foundation of North Florida\n \nEstate planning is constantly changing. Explore how recent developments affect our thinking about current estate plans and planning tools.\n \nDon't miss sessions about:\n  \nEthical crossroads in desinging and implementing plans\n   \nRecent developments in tax and case law\n   \nCharitable planning in the current environment\n   \nDetermining which strategies to adopt and adapt\n  \nContinuing education credits approved for:\n CLE:    6 General, 1 Ethics  \nRSVP to jwatkins@cfnf.org by September 14.\n\nAnn 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.\n \nBurns 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.\n \nAnn 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.\n \n\nSamuel 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.\n \nProfessor 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.\n \nAmong 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.\n \n\n  \n
SUMMARY:Estate & Charitable Gift Planning Institute Live Simulcast, Ann Burns & Samuel Donaldson - Tallahassee Regional Estate Planning Council 
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DESCRIPTION:Reminder
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