Western Michigan Estate Planning Council: Staying Atop Shifting Sands – Estate Planning In the Era of Tax Reform, presented by Samuel A. Donaldson, Georgia State University Professor of Law

WMEPC 1/23/17 Registration Form

This informative and entertaining presentation will explain recent developments in the federal income, estate, and gift taxes and how they affect estate planning strategies, particularly for married couples. Specific topics to be addressed include ensuring a step-up in basis, possible tax reform, and the use of QTIP trusts for couples with modest estates.

Samuel Donaldson is a Professor of Law at Georgia State University in Atlanta, Georgia. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law 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.