The Salvation Army, 22nd Annual, Estate and Charitable Gift Planning Seminar
New Paradigms in Estate & Charitable Planning
Open to Attorneys, CPAs, Trust Officers
Qualifies for Continuing Education Credits
CLE (5 hrs including1 hr ethics) CFP (6 hrs) CFTA (5.75 total – 1.25 ethics, 4.5 taxes)
Date & Time: September 16, 2014 – 9:30 a.m. to 3:30 p.m.
Location: The Salvation Army Joliet and Will County Community Center
300 E Third
Joliet, IL 60433
CLE hours: 5 credits, (Includes 1 credit for ethics)
Lunch is provided
RSVP no later than September 12th.
RSVP to firstname.lastname@example.org
Ann B. Burns
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.
Samuel A. Donaldson
[J.D. University of Arizona; LL.M. (Taxation) University of Florida]
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.
• Recent tax law developments and case law updates
• Plans for small, medium and large estates
• Business advice for succession planning
• Effective and efficient charitable strategies
• Ethical considerations in representing families and their entities