What the Cool Kids are Doing in Estate Planning
Please join us for a conversation with Sam Donaldson to explore what planning ideas there are before income tax rates go up and transfer exemptions come down.
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 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. Among his scholarly works, he is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer. Professor Donaldson 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.
An amateur crossword constructor, his puzzles have been published in The New York Times, The Los Angeles Times, The Washington Post, The Wall Street Journal, and other outlets.
A virtual option will also be available. Please indicate your type of attendance when you RSVP.
Menu:
Wedge Salad
Iceberg, Hard Boiled Egg, Crouton, Red Onion, Thousand Island Dressing
Entrée: Grilled Salmon
Jasmine Rice, Summer Vegetables, Lemon Butter
Kelly Dancy
Vice President/Board of Directors, Milwaukee Estate Planning Forum, Inc.
Walny Legal Group LLC
250 E. Wisconsin Avenue, Suite 1750 Milwaukee, WI 53202
Email: kdancy@walnylegal.com
Phone: (414) 751-7531
