17th Annual Estate, Business and Financial Planning Seminar

Staying Atop the Shifting Sands:
Estate planning in today's uncertain climate

Wednesday, November 9, 2011

9 a.m. – 4:30 p.m.
Registration begins at 8:15 a.m.

Samuel A Donaldson, J.D., LL.M
Laird A. Lile, J.D., LL.M, CPA
 

Register online or download a registration form.

This is not a fundraiser and no solicitation will be made.

During this 17th annual estate, business, and financial planning seminar our speakers will discuss:

• Federal Tax Update: Current Cases, Rulings, and Legislation from the Past 12 Months.
• Electing Out of Estate Tax and Allocating Basis Under the New Form 8939
• A Portable Guide to the Portability Election and the $5 Million Exclusion
• State Law Considerations for the Migrating Client

This event is sponsored by the Office of Gift Planning and the Claude W. Pettit College of Law.  

This year's program will be presented by returning speakers Samuel A. Donaldson, professor, University of Washington School of Law, Seattle, Wash., and ONU alumnus Laird A. Lile, attorney and counselor at law, Naples, Fla.

Directions to the Claude W. Pettit College of Law in Tilton Hall at Ohio Northern University, Ada, Ohio.

Come the night before and enjoy a luxurious stay at The Inn at Ohio Northern University. Then join us at the Pettit College of Law in Tilton Hall the next morning for the seminar.

For overnight accommodations, visit www.innatonu.com or call 419-772-2500 or 866-713-4513. Say you are with the Nov. 9 planned giving seminar and receive the special rate of $118 plus tax.

Testimonials

“I look forward to attending each year – please continue to offer this annual seminar.”

“The best CLE course, food, beverage bar and luncheon I have ever experienced.”

“Came because of the need for hours, but wow! I was surprised at the benefit.”

ABOUT THE SPEAKERS

Laird A. Lile, JD ’84, has practiced law in Florida since 1984, specializing in estate and trust matters. He also is a certified public accountant (inactive, Florida). Lile authors articles and lectures on many estate and trust topics for local, state and national organizations. He is a frequent speaker at a variety of state and national legal conferences and seminars, including those organized by the Real Property, Probate and Trust Law Section of the Florida Bar and the American College of Trust and Estate Counsel. He has written extensively in his area of legal expertise for a variety of publications. Lile earned his BBA from the College of William and Mary, his JD from Ohio Northern University and his LLM from the University of Miami.

Samuel A. Donaldson is associate dean and a professor at the University of Washington School of Law in Seattle, Wash. The former 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 a five-time recipient of the Philip A. Trautman Professor of the Year award from the School of Law’s Student Bar Association, most recently in 2011. He currently is of counsel with the Seattle office of Perkins Coie LLP and is an academic fellow of the American College of Trust and Estate Counsel (ACTEC). A member of the bar in Washington, Oregon and Arizona, he is the author of the Thomson-West casebook, Federal Income Taxation of Individuals, a co-author of the Price on Contemporary Estate Planning treatise published by CCH, and a co-author of Federal Wealth Transfer Taxes, a reference published by Thomson-West. 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. Donaldson earned his JD from the University of Arizona and his LLM in taxation from the University of Florida.

Published: Wed, 10/13/2010 - 11:02am