Life Changing Magic of Grantor Trusts, with Sam Donaldson
Registered for this event? Login now to view additional event details.
** WMEPC is a now a ABA and CFP Board CE Sponsor! **
CFP Board Statement: The following program has been accepted by the Certified Financial Planners (CFP) Board and 1 hour of Continuing Education (CE) credits will be granted by CFP Board upon successful completion.
ABA Professional Certifications Statement: ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. Life Changing Magic of Grantor Trusts, with Sam Donaldson has been approved for 1.25 credits. This statement is not an endorsement of this program or its sponsor. Certification holders must report these credits at aba.csod.com.
The Life Changing Magic of Grantor Trusts, by Sam Donaldson, J.D.
The income tax rules governing grantor trusts, the centerpiece of most estate plans, have been around for over 70 years, and yet there are still very basic questions for which there are no answers. This session asks and answers those questions, including the best powers for creating grantor trusts, how to “toggle” grantor trust status, and which situations are best suited for exercising a power to substitute assets.
AGENDA
3:00PM Networking
3:30PM Program
4:30PM Networking and Q&A with Speaker
5:00PM Program Closure
** Light snacks and beverages will be provided **
About the speaker:
Samuel A. Donaldson has been a Professor of Law at Georgia State University since 2012. He teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law, and professional responsibility. Prof. Donaldson is an Academic Fellow of the American College of Trust and Estate Counsel.
He was previously on the faculty at the University of Washington School of Law in Seattle for 13 years, where he served as the Director of the law school’s Graduate Program in Taxation as well as Associate Dean for Academic Administration. Professor Donaldson has won nine “professor of the year” awards at three different law schools. 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. He currently serves as the Tax Editor for the Probate Practice Reporter, a monthly publication from the University of South Carolina School of Law. Among his scholarly works, Professor Donaldson is a co-author of the popular law school textbook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning reference volume available in the online Estate Planning Expert Library. 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.
