Lunch and presentation at the Missouri Athletic Club
Speaker: San Donaldson
Topic: Federal tax law update for estate planners
About the talk: Stay up to date with this informative and entertaining recap of the important cases, rulings, regulations, and legislation from the past 12 months. Specific topics to be addressed likely include portability regulations, case law developments with Crummey powers, conservation easements, and valuation cases.
CFP
Learning Objective: Upon completion of this course, you should be able to:
Explain how recent developments in federal taxation affect estate planning needs of clients
Understand the impact of recent tax developments on your practice
Level of Complexity: Advanced
CPE
Summary
Stay up to date with this informative and entertaining recap of the important cases, rulings, regulations, and legislation from the past 12 months. Specific topics to be addressed likely include portability regulations, case law developments with Crummey powers, conservation easements, and valuation cases.
Program Topics:
Income Tax Brackets for 2016 and Impact on Estate Planning
Federal Income Tax Developments from 2015 and the first part of 2016
Federal Estate & Gift Tax Developments from 2015 and the first part of 2016
Objectives Upon completion of this course, you should be able to:
Explain how recent developments in federal taxation affect estate planning needs of clients
Understand the impact of recent tax developments on your practice
Field of Study: Taxes
Program Level: Update
Who should attend: Estate planning professionals from all backgrounds and all levels of experience?
Speaker bio: SAMUEL A. DONALDSON [J.D. University of Arizona; LL.M. (Taxation) University of Florida] is a Professor of Law at Georgia State University in 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 Program 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. An amateur crossword constructor, his puzzles have been published in The New York Times, The Los Angeles Times, The Washington Post, The Chronicle of Higher Education, and other outlets. A perennial contender for People Magazine’s “Sexiest Man Alive” honor, Professor Donaldson was recently notified by email of his selection to receive substantial sums of money from high-level Nigerian business officials in exchange for his bank account information.