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Philadelphia Estate Planning Council

Event Details

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  • 2027 Annual Meeting, Seminar & Reception

2027 Annual Meeting, Seminar & Reception

  • Thursday, May 13, 2027
  • 4:00 PM - 8:00 PM
  • Museum of the American Revolution, 101 S 3rd St, Philadelphia, PA 19106

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.

"Watch for more information soon!"

Agenda
4:00 p.m. – 4:15 p.m. Registration
4:15 p.m. – 4:30 p.m. Council Remarks/Annual Meeting/Election
4:30 p.m. – 6:00 p.m. Presentation
6:00 p.m. – 8:00 p.m. Cocktail Reception

PROGRAM OVERVIEW

Watch for more information soon!

Speaker:

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.

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

Sponsorship opportunities still available! 
Please email staff@philaepc.org to confirm a sponsorship.




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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