The 25th Annual Estate & Charitable Gift Planning Institute

Sponsored by The Salvation Army
Thursday, August 30, 2018 | 8:00 AM - 11:00 AM
The Pacific Club | 1451 Queen Emma St, Honolulu, HI

 

 



This year's topic: Engaging Your Client in the Charitable Conversation
The presentation will include a recorded seminar by noted speakers Ann B. Burns and Samuel A. Donaldson.

SESSION I - 8:00 a.m. – 11:00 a.m.
Ann B. Burns & Samuel A. Donaldson – Engaging Your Client in the Charitable Conversation

Planners sometimes struggle with “popping the question” with their clients about charitable planning. This presentation will include tips on how to introduce the topic of charitable giving with clients and assist them on discussions of how much, to whom, and when.



SESSION II - Optional Ethics Session - 11:00 a.m. - 12:00 p.m.
Ann B. Burns – I do! I don’t! A Planner’s Guide to Ethical Dilemmas Estate and Charitable Planners Face

Doing the right thing isn’t always easy. Determining where client conflicts might arise, avoiding malpractice, and staying up to date on the latest trends and developments can leave planners in a quandary.

Open to Estate Planning Attorneys and anyone interested in providing and protecting assets to help ensure the future of family, self and community.

Cost
$25 if you RSVP before August 17.
$40 After August 17 or at the door.

Approved for two (2) CFP®, MCLE, CTFA, and IMCA continuing education credits and one (1) optional ethics credits.
Buffet breakfast included. Seating is limited.

For more information, please contact Kyle Karioka, Director of Gift Planning, at kyle.karioka@usw.salvationarmy.org, or call 808.440.1862.

About The Speakers

Ann B. Burns is the chair of the Trust, Estate and Charitable Planning group at Gray Plant Mooty. Her practice focuses on estate and charitable planning, business succession planning, estate and trust administration, and fiduciary and tax litigation.  Ann brings a unique mix of skills to her law practice as a certified public accountant and attorney. She represents multi-generational families of wealth throughout the country and individual and corporate trustees in estate planning, fiduciary, and tax matters. Ann graduated from the University of Wisconsin Law School and clerked for the Honorable Donald R. Ross, on the Eighth Circuit U.S. Court of Appeals.

Samuel A. Donaldson is a Professor of Law at Georgia Sate 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 Graduation Program in Taxation. He teaches a number of tax and estate planning courses, as well as courses in the area of property, commercial law and professional responsibility.

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