Allied Professionals Planning Conference

A Continuing Education Seminar for Professional Advisors

Contemporary Estate Planning Paradigms For Married Couples 
Featuring:  Samuel A. Donaldson, Esq.
Before joining the Georgia State Law faculty in 2012, Samuel A. Donaldson, professor of law,  was at the University of Washington School of Law for 13 years. Donaldson teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility. Donaldson is an academic fellow of the American College of Trust and Estate Counsel.

Wednesday, December 6, 2017

Registration 7:45-8:30 a.m. • Presentation 8:30-11:45 a.m.
Hilton Memphis •939 Ridge Lake Blvd.

Sponsored by

Sponsor Logo Block 2017

Presented by Allied Professionals organizations:
Community Foundation of Greater Memphis
Estate Planning Council of Memphis
Financial Planning Association of Greater Memphis
Planned Giving Council of Greater Memphis

This seminar is free to members of any of the Allied Professionals presenting organizations listed above.  

Registration fee for nonmembers is $150 through Friday, December 1. Registration fee after December 1 is $200. 

Advance registration recommended.

Continuing Legal/Professional Education

Sponsors will apply for  3.00 CLE (TN, AR, & MS); CPE Credit: 3.50 Tax; CFP 3.50; CTFA 3.75; CEU; and Tennessee Department of Commerce and Insurance and Mississippi Insurance Dept. continuing education credits (applications are pending).

Samuel A. Donaldson, Esq.

Before joining the Georgia State Law faculty in 2012, Samuel A. Donaldson, professor of law was 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 law school’s Student Bar Association. He served for two years as an associate dean for academic administration and six years as the director of the law school’s graduate program in taxation.

Donaldson teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility.

Donaldson is an academic fellow of the American College of Trust and Estate Counsel and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, 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 treatise published by Wolters Kluwer.

He 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.

Donaldson, an amateur crossword constructor’s puzzles have been published in The New York Times, The Los Angeles Times, The Washington Post, The Wall Street Journal and other outlets.

Seminar Agenda and Learning Objectives

Recent changes in the federal tax laws have fundamentally changed tax planning strategies for married couples. This session presents separate planning templates suitable for couples with small, medium, and large estates. Specific topics addressed include the portability election, maximizing the use of the income tax step-up in basis, and the role of disclaimer planning.

Delivery method: Group-live; Program level:  Intermediate; Prerequisites:  Knowledge of current estate, gift and transfer tax system; Advanced Preparation:  No advanced preparation required; Who should attend? Attorneys; CPAs; financial planners and advisors; and trust officers.

This seminar is free to members of any of the Allied Professionals presenting organizations listed above.  Registration fee refunds will be provided if you notify the Community Foundation by Monday, December 5.  In lieu of a refund, we will be happy to provide copies of the course materials.  For more information regarding administrative polices such as complaint or refund, please contact our offices at (901) 728-4600.

The Community Foundation of Greater Memphis is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

For more information or to check availability, email(fhorrell [at] cfgm [dot] org) Director of Professional Advisor Development Frank Horrell, CPA, CFP® or call him at (901) 722-0027.