What The Cool Kids Are Doing In Estate Planning with Samuel A. Donaldson

100 North Broadway,Wichita KS 67202

08 March, 2022

Description

Please join the Wichita Estate Planning Council for a special meeting with nationally recognized speaker Sam Donaldson. Worth 1.5 CE credits What The Cool Kids Are Doing In Estate PlanningIn light of recent developments, some estate planning strategies have become especially popular. This informative and entertaining presentation explains and evaluates several “trending” planning techniques, including spousal lifetime access trusts, “Clayton QTIPs,” charitable remainder trusts as beneficiaries of retirement accounts, long-term GRATs, and incomplete gift non-grantor trusts. This event is open to professionals from across the region who want to learn estate planning strategies to help better advise their clients. WEPC will apply for 1.5 hours of continuing education credits for the following disciplines: The Kansas Bar (CLE), CPE (Accountancy), Certified Financial Planners (CFP®), Kansas insurance, and CTFA. PresenterSamuel A. Donaldson, JD, LLM is a professor at Georgia State University College of Law in Atlanta. A popular speaker on federal income, estate, and gift taxes and the author of numerous books, he teaches courses in taxation, estate planning, property, and professional responsibility. Previously, he was a professor and associate dean at the University of Washington School of Law, where he was a five-time recipient of the Philip A. Trautman Professor of the Year award. Professor 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. He has a bachelor’s degree from Oregon State University, a Master of Laws from the University of Florida and a Juris Doctor degree from the University of Arizona. Among his scholarly works, he 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. 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. An amateur crossword constructor, Professor Donaldson’s puzzles have been published in The New York Times, The Washington Post, The Wall Street Journal, and other outlets. Agenda3:00 - 3:15 p.m. Sign-In and Introductions 3:15 - 5:00 p.m. What the Cool Kids Are Doing in Estate Planning 5:00 - 6:00 p.m. Reception and Happy Hour Following the presentation, there will be a reception to mix and mingle with Sam Donaldson and other attendees, a great opportunity to foster conversation and make lasting connections. About the Wichita Estate Planning CouncilThe Wichita Estate Planning Council (WEPC) is a multi-disciplinary organization of top professionals in their respective fields who share a common belief that a client is best served by the team concept of estate planning and financial planning. Our members are attorneys, accountants, financial and insurance planners, trust officers, planned giving professionals, and allied professionals who practice in the estate planning area. The Council meets six times a year October to May. Since 1953, the council has sought to provide education, promote high standards, increase public awareness, and provide a networking opportunity for professionals in the field of estate planning. Find out more about the Council and our monthly meetings here!Contact: [email protected]