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DTSTART:20190910T173000Z
LOCATION:The Marq, 3177 French Rd, De Pere, WI 54115
UID:1766620190910T173000Z56th Annual Fall Seminar and Dinner
DTSTAMP:20260612T193415Z
DESCRIPTION:\nGUESTS ARE WELCOME!\nJOINT EVENT with the Fox Valley Estate Planning Council\n \n♦ ♦ ♦ ♦ YOU DON'T WANT TO MISS OUR NATIONAL SPEAKER! ♦ ♦ ♦ ♦ \nNATIONAL SPEAKER [Sam Donaldson Profile](https://law.gsu.edu/profile/samuel-donaldson/)\n \nNEW VENUE [The Marq at French Road](https://www.the-marq.com/venues/french-road.php)\n \nAGENDA\n12:30 - 4:30  PRESENTATION\n 4:30   - 7:00  CASH BAR\n 5:30               DINNER\n \nCONTINUING EDUCATION\n 4 CE credits for attorneys, CPAs, CFPs, ChFCs, all Wisconsin insurance license holders and those individuals that hold insurance licenses in states with continuing education reciprocity with the state of Wisconsin.\n \nPRESENTATION TOPICS\n Federal Tax Update – 2 hours\n Contemporary Estate Planning Paradigms for Married Couples – 1 hour, 15 minutes\n Unwinding Estate Plans Due to Changed Circumstances – 45 minutes\n SAM DONALDSON Professor of Law, Georgia State University College of Law    Specializations  \nFederal Taxation and Estate Planning\n  Biography  \n \nPrior to joining the faculty at Georgia State University College of Law in 2012, Professor Donaldson was on the faculty at the University of Washington School of Law in Seattle 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.\n \nProfessor Donaldson teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility. He is a nationally recognized speaker on federal taxation and estate planning at professional conferences and continuing education seminars.\n \nProfessor 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.\n \nProfessor 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.\n    \nEducation \n   \n \nLL.M., in Taxation University of Florida College of Law\n J.D. Magna Cum Laude, University of Arizona College of Law\n B.A. with Highest Honors, Oregon State University\n   \nCOST:\n$100 ($120 beginning on 8/19/19) for EPC NEWI and FV EPC council members\n $125 ($145 beginning on 8/19/19) for non-members, guests and members of other EPC councils \n $15 for printed material; which must be submitted by 9/5 (electronic copies provided at no additional cost).\n $30 for dinner: includes entrée, dessert, and coffee**NOTE** You do NOT need to be a member to attend the dinner. (Dinner registration closed on 8/18/19)\n  \n \nBE A SPONSOR!\nWe anticipate close to 100 participants from across the state representing multiple disciplines and areas of expertise. Sponsorship does not require seminar attendance. \n \nGOLD Sponsor at $1,000\n \nThis sponsorship level provides the opportunity to participate in the introduction of Sam Donaldson and the recognition of other sponsors while offering brief remarks about your firm and introducing your firm's colleagues that are attending, plus premium company logo recognition at registration table poster and handouts.\n \n \n \nSILVER Sponsor at $500\n \nThis sponsorship level provides a personal introduction of your firm and your firm’s employees that are attending the seminar and medium size logo recognition at registration table poster and handouts.  \n \n \n \nBRONZE Sponsor at $250 \n \nThis sponsorship level provides a personal introduction of your firm and small logo recognition at registration table poster and handouts.\n \n\nSponsors, please reply by Tuesday, September 3rd to ensure appropriate recognition to:\n \nJohn Keller at[ jkeller@johnsonfinancialgroup.com ](http://jkeller@johnsonfinancialgroup.com)Questions: 920-225-5541\n \nPlease include the following:\n \nCompany Name\n \nContact Person\n \nPhone Number\n \nEmail Address\n \nAttachment of company logo\n \n \n \nDINNER MENU\n One of four entrées:\n Pecan & Parmesan Crusted Chicken Breast or\n Beef Tenderloin Roulade or\n Crab Stuffed Haddock or\n Pasta Primavera (Vegetarian)\n \n2 sides:\n Yellow & green beans & carrots and\n Roasted garlic mashed potatoes\n \nOne of two desserts:\n Tuxedo Truffle Torte or\n Tiramisu\n\nNot currently an active member? Select [About Us](http://www.epcnewi.org/council/about) to learn about membership benefits.\n \nMake checks payable to:\n The Estate Planning Council of Northeast Wisconsin\n PO BOX 114 · Green Bay, WI 54305\n Phone: [920-964-0070](tel:920-964-0070) · Fax: [920-964-0074](tel:920-964-0074)\nadmin@epcnewi.org\n    \n \n \n
SUMMARY:56th Annual Fall Seminar and Dinner - The Estate Planning Council of Northeast Wisconsin 
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