Philadelphia Estate Planning Council

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  • 2020 Annual Meeting, Seminar & Reception

2020 Annual Meeting, Seminar & Reception

  • Tuesday, May 12, 2020
  • 3:00 PM - 8:00 PM
  • National Constitution Center, 525 Arch Street, Philadelphia, PA 19106


(depends on selected options)

Base fee:


"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.

Event Schedule

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

Cumberland Trust

Legacy Advisors LLC

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504

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