The 25th Annual Estate & Charitable Gift Planning Institute

  • Attorneys, financial planners, CPAs and other professionals who work with clients on estate plans, are invited to attend the 25th Annual Estate & Charitable Gift Planning Institute.

    Explore strategies to make sure estate plans stay up to date with client needs and current regulations.

    • Current updates on estate and tax law — staying with the times.
    • Charitable planning for everyone — giving is still better than receiving.
    • Ethical dilemma of all planning professionals — staying out of trouble.

    Professionals who attend the entire program will receive the following Continuing Education Credits:
    • CLE= 5.0 total hours (includes 1 hour of ethics)
    • CPE= 6.0 total hours (includes 5 hours of tax credit & 1 hour of ethics)
    • CFP= 5.0 total hours
    • CTFA=5.75 total hours
    • IMCA = 5.0 total hours (includes 1 hour of ethics for all 3 certifications)

    Please email Charles Reubell at or DJ Morrow Ingram at for additional details.

    Local Welcome & Announcements
    9:15 – 9:30 a.m.
    Session I
    Samuel Donaldson – Something Borrowed, Something Blue: Recent Developments in the Federal Tax Laws

    9:30-11:00 a.m.
    Keeping things fresh in a marriage and estate planning means constantly changing to keep up with the times. Sam will provide a complete overview of recent developments in federal income, estate, and gift tax laws. This informative and entertaining presentation will include an overview of what’s happening in Washington, recent changes in statutes, regulation and ruling and an interesting overview of case law applicable to estate and charitable planners.

    Ethics Session
    Ann Burns – I do! I don’t! A planner’s guide to ethical dilemmas estate and charitable planners face.

    11:00 -Noon
    Doing the right thing isn’t always easy. Determining where client conflicts might arise, avoiding malpractice, and staying up to date on the latest trends and developments can leave planners in a quandary. This ethics session will include a review of current rulings and cases around the country on ethics topics.

    LUNCH (provided) – 12:00 noon to 1:00 p.m.
    Session II
    Ann Burns – Engaging Your Client in the Charitable Conversation

    1:00-3:00 p.m.
    Planners sometimes struggle with “popping the question” with their clients about charitable planning. This presentation will include tips on how to introduce the topic of charitable giving with clients and assist them with discussions of how much, to whom, and when.

    Session III
    Ann Burns and Sam Donaldson – Wrap-up Discussion/Q&A

    3:00-3:30 p.m.


    3:30 p.m.


    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 brings a unique mix of skills to her law practice as a certified public accountant and attorney. She represents multigenerational families of wealth throughout the country and in

    Ann Burns

    dividual and corporate trustees in estate planning, fiduciary, and tax matters.

    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.

    Ann 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 A 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 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.

    Samuel Donaldson

    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, FederalIncome Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by CCH. 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.

    To register, CLICK HERE.