Quad Cities, USA - On Tuesday, September 16th from 9:00am - 3:30pm The Salvation Army will host a webinar on New Paradigms in Estate and Charitable Planning at Augustana College in Rock Island, IL. This webinar will help Trust & Estate planning professionals keep up on estate planning changes over the last year.
The event is free to those who which to attend and will include lunch. To register, please contact Bruce Clark at 563-370-2145 or at bruce_clark@usc.salvationarmy.org. CLE credits are available for attendees. Special thanks to Community Foundation of the Great River Bend, Quad City Bank and Trust, and Wells Fargo Private Bank for sponsoring this event.
About the speakers:
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 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. She 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 Donaldson [J.D. University of Arizona; LL.M. (Taxation) University of Florida] is a 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.
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.
