Renewing Your
Estate Planning Vows

Celebrating the 25th Anniversary of the Annual Estate & Charitable Gift Planning Institute

Presented by
Ann B. Burns and Samuel A. Donaldson

2017 Program Video

Wednesday - September 27, 2017

Presented Live from the Minneapolis Convention Center

Nationally Sponsored By:

The Salvation Army

Join us for the celebration of the
25th Annual Estate & Charitable Gift Planning Institute, presented live from the Minneapolis Convention Center.  Wednesday, September 27, 2017 from 9:15am–3:30pm.  This seminar is for attorneys, CPAs, financial planners, and trust officers, and provides continuing education credits for attendees.

Estate Planning is constantly changing. Explore strategies to make sure estate plans stay up to date with client needs and current regulations.

  • Current updates on estate and tax law – staying with the times
  • Charitable planning for everyone – giving is still better than receiving
  • Ethical dilemmas of all planning professionals – staying out of trouble

Something borrowed, something blue:

recent developments in the federal tax law

9:30am – 11:00am // Samuel A. Donaldson

Keeping things fresh in a marriage and estate planning means constantly changing to keep up with the times.  Sam will provide a complete overview of recent developments in federal income, estate, and gift tax laws.  This informative and entertaining presentation will include an overview of what’s happening in Washington, recent changes, statutes, regulation and ruling and an interesting overview of case law applicable to estate and charitable planners.  The presentation will include:

  • Analysis of pending (or passed) tax reform
  • Successful charitable giving strategies
  • Creating estate plans that survive tax reform
  • Basis planning ideas

I do! I don’t!

a planner’s guide to ethical dilemmas estate and charitable planners face

11:00am – Noon // Ann Burns

Doing the right thing isn’t always easy.  Determining where client conflicts might arise, avoiding malpractice, and staying up to date on the latest trends and developments can leave planners in a quandary.  This ethics session will include a review of current rulings and cases around the country on ethics topics including:

  • Mistakes and errors by attorneys
  • Joint representation of a married couple
  • Avoiding, disclosing, and addressing conflicts of interest
  • Disclosing potential malpractice to a client

LUNCH

Noon – 1:00pm

Check out the local food scene! There are many great places to eat in the surrounding area. Check out some locations nearby:

 

 

engaging Your Client in the charitable conversation

1:00pm – 3:00pm // Ann Burns & Samuel A. Donaldson

Planners sometimes struggle with “popping the question” with their clients about charitable planning.  This presentation will include tips on how to introduce the topic of charitable giving with clients and assist them on discussions of how much, to whom, and when.  Ann will address some of the following topics:

  • Clients desire and expect advisors to discuss charitable giving with them
  • Raising charitable giving strategies for clients’ stages in life and wealth
  • Counseling clients about “how much”
  • “Trumping” the estate tax deduction: Specialized gifts when there is no federal estate tax

WRAP-UP DISCUSSION / Q&A

3:00pm – 3:30pm // Ann Burns & Samuel A. Donaldson

Ann and Sam will answer questions presented by local attendees as well as from attendees at our national sites.

Ann 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.

Ann brings a unique mix of skills to her law practice as a certified public accountant and attorney. She represents multi-generational 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.

Ann is a frequent lecturer at national estate planning conferences and has been quoted in the New York Times and Forbes magazine. She chairs the board of a private client family office and is a member of the Board of Regents of the American College of Trust and Estate Counsel and the Board of Trustees of The Minneapolis Foundation.

Samuel A. Donaldson

Samuel A. Donaldson (J.D. University of Arizona; LL.M. (Taxation) University of Florida, ) is a Professor of Law at Georgia Sate 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 Graduation Program in Taxation. He teaches a number of tax and estate planning courses, as well as courses in the area of property, commercial law and professional responsibility.

Professor 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. 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.

I really appreciate being invited to this seminar each year. The information provided is very useful. I appreciate the CLE credits. too.

Deborah - Buffalo, NY

The material was presented in a way that made it interesting, entertaining, and moved quickly! Lots of laughs.

Lia - Lafayette, IN

I thoroughly enjoy this seminar and the speakers every year.

Bob - Overland Park, KS

Thank you for coordinating & putting these on in our area. I find them greatly beneficial to my world as a trust officer.

Kathy - Kansas City, MO

Great seminar, very informative and well presented.

Amy - San Diego, CA