Recent Developments in Estate Planning with Samuel A. Donaldson
What the Cool Kids Are Doing in Estate Planning!
In light of recent developments, some estate planning strategies have become especially popular. We are excited to welcome Samuel A. Donaldson to West Michigan for an informative and entertaining presentation on "What the Cool Kids Are Doing in Estate Planning". He will explain and evaluate several “hot” planning ideas, including spousal lifetime access trusts, charitable remainder trusts as beneficiaries of retirement accounts, ultra-long-term GRATs, incomplete gift nongrantor trusts, and more.
Speaker's Biography:
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. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle 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.
In addition to Georgia State and the University of Washington, Professor Donaldson has taught law school classes at Northwestern University, the University of Florida, and Emory University. He 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, Professor Donaldson is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning reference volume published by Wolters Kluwer.
An amateur crossword constructor, his puzzles have been published in The New York Times, The Los Angeles Times, The Washington Post, The Wall Street Journal, 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.
Agenda:
2:15pm - Registration
2:30pm - Opening Remarks
2:45pm - Presentation (Part 1)
3:30pm - Refreshments
4:00pm - Presentation (Part 2)
4:45pm - Wrap Up
Cost:
Members: No Charge
Guests: $25.00
Join WMEPC and attend for free! Click HERE to apply for membership.
Please contact Jeanna Post at admin@westernmichiganepc.org with questions.
