Join the Estate Planning Council of New York City for the first evening program of the 2016-2017 membership year! Samuel A. Donaldson to present.
Dealing with Uncle Sam, Everyone's Least Favorite Relative in the Family Business
Estate planners must recognize the tax traps and opportunities that accompany the client with a closely-held business. This session will review the federal income tax issues and planning stratgies for C corporations, S corporations, partnerships, and limited liability companies, and how they affect contemporary estate planning techniques. The session will be taught by lecture. Expected attendees include attorneys, CPAs, financial planners, and insurance licensees.
About our Speaker
Before joining the Georgia State Law faculty in 2012, Samuel A. Donaldson, professor of law was 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 law school’s Student Bar Association. He served for two years as an associate dean for academic administration and six years as the director of the law school’s graduate program in taxation.
Donaldson teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility.
Donaldson is an academic fellow of the American College of Trust and Estate Counsel and a member of the Bar in Washington, Oregon, and Arizona. Among his scholarly works, Donaldson 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.
He 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.
Donaldson, an amateur crossword constructor’s puzzles have been published in The New York Times, The Los Angeles Times, The Washington Post, The Wall Street Journal and other outlets.
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