"Fifty Shades of J:
A Guide to the Federal Income Taxation of Trusts and Estates"
The PEPC Annual Meeting will be held on Tuesday, May 12, 2019 at the National Constitution Center. The program will feature Samuel A. Donaldson, JD, LLM, AEP speaking on “Fifty Shades of J: A Guide to the Federal Income Taxation of Trusts and Estates.”
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. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle 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 several tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility.
3:00 – 3:30 p.m. – Registration
3:30 – 6:00 p.m. – Council Remarks & Program
6:00 – 8:00 p.m. – Cocktail Reception & Venue Access
Two Education Credits for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.
This program is being co-sponsored by
Legacy Advisors LLC
Philadelphia Estate Planning Council
P.O. Box 579Moorestown, NJ 08057-0579
Phone: (215) 486-6215
Fax: (856) 727-9504