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Philadelphia Estate Planning Council

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  • 2024 Annual Meeting, Seminar & Reception

2024 Annual Meeting, Seminar & Reception

  • Thursday, May 23, 2024
  • 3:15 PM - 8:00 PM
  • The Barnes Foundation, 2025 Benjamin Franklin Parkway, Philadelphia, PA 19130

Registration

(depends on selected options)

Base fee:
  • Registration fee include a two-hour program, all continuing education credits, two-hour cocktail reception and gallery access to the museum.
  • Registration fee include a two-hour program, all continuing education credits, two-hour cocktail reception and gallery access to the museum.

Registration is closed

"Federal Tax Update"

Agenda
3:15 p.m. – 3:45 p.m. Registration
3:45 p.m. – 4:00 p.m. Council Remarks/Annual Meeting/Election
4:00 p.m. – 6:00 p.m. Presentation
6:00 p.m. – 8:00 p.m. Cocktail Reception

PROGRAM OVERVIEW

Stay up to date with this informative and entertaining recap of important cases, rulings, regulations, and legislation from the past 12 months in the federal income, estate, and gift tax laws. Specific topics to be addressed will depend on the latest developments but will likely include the estate taxation of corporate-owned life insurance, gift tax consequences of modifying grantor trusts, and the latest in foreign bank account disclosure requirements.

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, where he teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law, and professional responsibility. 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, where he served as the Director of the law school’s Graduate Program in Taxation as well as Associate Dean for Academic Administration. In addition to Georgia State and the University of Washington, Professor Donaldson has taught law school classes at Northwestern University, the University of Florida, and Emory University. He has won seven “professor of the year” awards from 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 published by Wolters Kluwer.

2.0 Education Credits for CLE (PA Only), Insurance (PA Only), CFP, CPA (PA Only), PACE and CTFA will be offered.

Click here for a printable registration form.

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

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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