Tailoring The Estate Planning Wardrobe - The 23rd Annual Estate & Charitable Gift Planning Institute
Sponsored by the Salvation Army
With a smaller gap between transfer tax rates and income tax rates, larger exemptions, the portability
election, and continuing low interest rates, traditional estate planning is changing. Should our credit shelter trusts be funded to the federal level? State level? Only upon a spouse’s disclaimer? Or not at all? How do we think about transferring appreciation out of a client’s estate if it means the loss of a stepped-up basis?
The presenters will explore these questions and provide recommendations for achieving a plan tailored to each client’s situation.
Speakers:
Ann B. Burns, J.D. - Ann B. 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.
Samuel A. Donaldson, J.D., LL.M. - Samuel 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.
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.
FREE!
Total CLEs - Uncertain - pending approval for Ethics credit
For CLE updates, go to http://www.salvationarmynorth.org/ecgpi/continuingeducation.html
September 21, 2015, 7:00 a.m.- 1:30 p.m PT
For further information see:
http://www.makeanestateplan.com/EventProgram.pdf
To register go to:
https://www.eventbrite.com/register?orderid=451230950921&client_token=b1c890768e77487292c0cfd63f845f62&eid=17340324377
