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DTSTART:20160921T141500Z
DTEND:20160921T203000Z
LOCATION:Aloft Tallahassee Downtown - 200 N Monroe St.
UID:1373720160921T141500Z24th Annual Estate & Charitable Gift Planning Institute Simulcast
DTSTAMP:20260429T133007Z
DESCRIPTION:\nThe 24th Annual Estate & Charitable Gift Planning Institute\n \nThe Annual Estate Planning Checkup:  \n Is Your Client's Estate Plan Healthy Enough to Pass the Annual Exam?\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 The Community Foundation of North Florida\n \nExplore strategies to make sure estate plans stay up-to-date with client needs and current regulations\n Review recent developments in federal tax laws Analyze case studies exploring ethical issues that impact both attorney obligations and client representation Identify key topics to review annually to maintain estate plan health \nRSVP to jwatkins@cfnf.org by Friday, September 16.\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 \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
SUMMARY:24th Annual Estate & Charitable Gift Planning Institute Simulcast - Tallahassee Regional Estate Planning Council 
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DESCRIPTION:Reminder
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