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The 22nd Annual Estate & Charitable Gift Planning Institute Seminar

Learn New Strategies, Practical Solutions and Planning Opportunities


Save the Date: September 16, 2014 and reserve your seat today for the 22nd Annual Estate & Charitable Gift Planning Institute Seminar. Explore traditional and new planning techniques designed with flexibility in mind to address the new paradigm.

  • Recent tax law development and case law updates
  • Plans for small, medium and large estates
  • Business advice for succession planning
  • Effective and efficient charitable strategies
  • Ethical considerations in representing families and their entities

Continuing education credits available for CFP, CLE, CPE, and CTFA
CLE Nebraska: 5 Total Credits, includes 1 for Ethics
CLE Iowa: 5 Total Credits, includes 1 for Ethics
CFP: 6 Total Credits, No Ethics
CTFA: 5.75 Total Credits, Eth-1.25, Tx-4.5
CPE: 6 Total Credits, Eth-1, Tx-5

Download the 2014 agenda here

Ann B. Burns

Ann B. Burns
Ann B. Burns' practice focuses on estate and charitable planning, business succession planning, estate and trust administration, and fiduciary and tax litigation. She is the chair of the Trust, Estate & Charitable Planning Group.

Burns brings a unique mix of skills to her law practice as a certified public accountant (inactive) and a principal in the firm. She represents multi-generational families of wealth throughout the country, assisting and guiding them in their relationships with trustees and other advisors. Burns also represents individual and corporate trustees in estate and tax planning and in fiduciary controversies in state and federal courts.

Ann has presented numerous seminars on topics related to estate planning, trusts, estates and taxation. In 2010, she was featured in an article in The New York Times focusing on the uncertainty of the estate tax.

Samuel A. Donaldson

Kathyrn W. MireeSamuel A. Donaldson is a Professor of Law at Georgia State University in Atlanta, Georgia. He teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility.

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. 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.

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.

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