On September 21, 2016 financial advisors, CPAs, attorneys & insurance professionals can earn Continuing Education Credits at 11 Indiana sites. Hosted by The Salvation Army, this event features speakers Ann B. Burns and Samuel A. Donaldson.

“Tailoring The Estate Planning Wardrobe:

Adapting Traditional Techniques for a Better Fit

Please join us as we discuss how recent developments affect our thinking about current estate plans and planning tools, as well as:

  • Ethical crossroads in designing and implementing plans
  • Recent developments in tax and case law
  • Charitable planning in current environment
  • Determining which strategies to adopt and adapt

Schedule Check-In will be from 9:30 am – 10:15 am (Eastern). NOTE: Evansville location will start Check-In at 8:30am (Central). The event concludes at 4:30 pm (Eastern). Cost Early Bird Registration Fee: $40.00 (sale through August 12, 2016) Regular Registration Fee: $60.00       NOTE: There are NO REFUNDS for cancellations or no-shows. For questions or concerns, please email [email protected]


Bloomington, Indiana Ivy Tech (Main Campus)
Lamkin Hall – Room C131
200 Daniels Way
Bloomington, IN 47404
Columbus, Indiana The Salvation Army 2525 Illinois Avenue
Columbus, IN 47201
Evansville, Indiana First Christian Church 4544 SR 261
Newburgh, IN 47630
Fort Wayne, Indiana The Salvation Army 2901 North Clinton
Fort Wayne, IN 46805
Indianapolis, Indiana Adaggios 5999 Memory Lane
Greenfield, IN 46140
(Conveniently located 2 ½ miles south of I-70 and Mt. Comfort Road.)
Lafayette, Indiana First Merchants Trust Co.
Lower Level
250 Main Street
Lafayette, IN 47901
Madison, Indiana The Salvation Army 331 E. Main St.
Madison, IN 47250
Marion, Indiana The Salvation Army 359 N. Bradner Ave. Marion, IN 46952
New Albany, Indiana Indiana University – Southwest 4201 Grant Line Road
New Albany, IN 47150
Terre Haute, Indiana The Salvation Army 234 South 8th Street
Terre Haute, IN 47807
Warsaw, Indiana The Salvation Army 501 E. Arthur St.
Warsaw, IN 46580

Continuing Education Credits CLE, CPE, CFP, CTFA and CE continuing education credits will be earned for attending. Credit hours will vary. (You must attend the full day to receive credits. No partial day credits.)

CLE Credits – 5 hours (includes 1 hour ethics)
CTFA Credits – 5.75 Hours (Eth=1.25, FP=2.50, Tax=2)
CPE Credits – 6 hours (includes 1 hour ethics)
CFP Credits – 5 hours
CE (insurance) Credits – 5 hours

Please Note: It may take 6-8 weeks for credits to post to your account(s)

About the Speakers
Ann 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 multigenerational 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. Ann is a frequent lecturer at national estate planning conferences and has been quoted in the New York Times and Forbes magazine. She chairs the board of a private client family office and is a member of the Board of Regents of the American College of Trust and Estate Counsel and the Board of Trustees of The Minneapolis Foundation.
Click HERE for more information on Ms. Burns. 
Samuel A. Donaldson
is a Professor of Law at Georgia State 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 Graduate Program in Taxation. He teaches a number of tax and estate planning courses, as well as courses in the areas of property, commercial law and professional responsibility. Professor 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 West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by CCH. Professor 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.
Click HERE for more information on Mr. Donaldson.