We’re kicking off the Holiday festivities a little early this year!
We are so grateful to have such an active and involved community of attorneys who we are able to share ideas, training, and best practices with. We’ve decided to release one of our most popular training resources as a FREE year-end gift -- it’s just our way of saying “Thanks!” for another great year in the books.
We are offering one of our most powerful education sessions presented by Academy Summit Guest Speaker, Sam Donaldson (see bio below) and a second session presented by Academy Associate Director of Education, Steve Hartnett:
Contemporary Estate Planning Paradigms for
Married Couples
Speaker: Sam Donaldson*, LL.M
Georgia State Law
And
Planning for Unmarried Couples
Speaker: Stephen Hartnett*, Associate Director of Legal Education American Academy of Estate Planning Attorneys
When you register for this free gift, we will automatically send you the audio recording of the training courses along with all the materials that were used on the actual summit session with Academy Members.
As a bonus, we’ll send you a free copy of our eBook, “The Entrepreneurial Lawyer: A Guide to Creating a Thriving Law Firm and a Satisfying Life” once you’ve completed the free session!
HEADS UP!
We will be removing the materials on December 31st, so make sure you register in time to grab the session and all the materials while the offer lasts.
Happy Holidays, and best wishes for a fulfilling, successful and happy 2017!
© 2016 American Academy of Estate Planning Attorneys. AAEPA, Inc. All Rights Reserved.
ABOUT SAM DONALDSON AND HIS TOPIC
SAM DONALDSON, LL.M
Georgia State Law Faculty since 2012
Contemporary Estate Planning Paradigms for Married Couples
Changes in tax laws have changed the way we plan for married couples. This session examines planning templates suitable for couples with small, medium, and large estates. Specific topics addressed include the portability election, maximizing the use of the income tax step-up in basis, and the role of disclaimer planning.
LL.M., University of Florida College of Law
J.D. Magna Cum Laude, University of Arizona College of Law
B.A. with Highest Honors, Oregon State University
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.
ABOUT STEPHEN HARTNETT AND HIS TOPIC
Steve Hartnett brings a broad range of educational and professional experiences to the Academy. Mr. Hartnett has practiced estate planning in a large law firm, managed a closely-held business, and taught law in both academic and professional settings. He applies this breadth and depth of understanding in assisting members and providing them timely, relevant support and education.
During law school, Mr. Hartnett worked for the Internal Revenue Service, National Office, in Washington, D.C., interned for the Congressional Office of Minority Leader Richard Gephardt (D-Missouri), and interned with Judge James Meredith, United States District Court, Eastern District of Missouri.
Upon graduation from law school, Mr. Hartnett served as law clerk to Judge Warren Welliver of the Supreme Court of Missouri. He managed a closely-held family business for a number of years, gaining first-hand experience and understanding of the difficulties and needs of family businesses and their succession issues.
Mr. Hartnett practiced in the 300-member St. Louis-based law firm of Armstrong Teasdale LLP where he counseled individuals and formulated and implemented estate & gift, generation-skipping, and income tax plans. This counsel included advanced planning such as charitable remainder trusts, charitable lead trusts, private foundations, family limited partnerships, sales to intentionally defective grantor trusts, and other specialized planning. Mr. Hartnett counseled clients with regard to trust and estate administration, including the preparation of the appropriate tax returns, disclaimers, and other documents.
Steve Hartnett has taught law courses at Saint Louis University (St. Louis, Missouri) and business management courses at Maryville University (St. Louis, Missouri). Prior to joining the Academy, Mr. Hartnett taught numerous professional seminars, including Estate Planning for the CPA, April 2001; Practical Aspects of Multidisciplinary Practice, April 2000; The Multidisciplinary Practice Forum, January 2000; Estate Planning and Probate for the Paralegal in Missouri, November 1999; and Trusts, Estate Planning, and Divorce in Missouri, April 1999.
Steve Hartnett has been active in bar activities and served on the Board of Governors of the Bar Association of Metropolitan St. Louis and Chairperson of its Section on Taxation. He served as a member of that organization’s Task Force on Multidisciplinary Practice (MDP).
Mr. Hartnett is admitted to practice in California, Illinois, Missouri, and the District of Columbia.
Steve Hartnett earned a Bachelors of Arts (B.A.) degree from Grinnell College, Grinnell, Iowa. He earned a Juris Doctorate (J.D.) from the Catholic University of America, Washington, D.C., where he was named the recipient of the American Jurisprudence Award in Estate Planning. Steve Hartnett earned a Masters of Laws degree (LL.M.) in Taxation from New York University.
BONUS!!
Don’t forget that the Academy’s 11 Systems for building a successful practice are also available in an 8-Hour Online Course. This is a recording of an actual bootcamp where Academy founders, Robert Armstrong and Sanford M. Fisch go over each area an entrepreneurial attorney needs to have in place if they want to create a practice that runs like a business.
We give this course away periodically to attorneys who are located in geographic areas where we need members. It is a way of allowing attorneys to see what the Academy is all about!
Go ahead and provide your contact information above so we can respond and let you know if you’re qualified to participate.
If approved, the course will be available between December 24th and December 31st, 2016.
*ABOUT THE SPEAKERS