Advisor Resources

For Professional Advisors
Free Continuing Education Credits available for Attorneys, Financial Planners & Trust Officers. Click here to register for the event. Seating is limited.

Estate & Charitable Gift Planning Institute

Presented by Ann B. Burns and Samuel A. Donaldson

Estate planning is constantly changing. Explore how recent developments affect our thinking about current estate plans and planning tools.

Don't miss sessions about:

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


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.


[J.D. University of Arizona; LL.M. (Taxation) University of Florida] 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.  An amateur crossword constructor, his puzzles have been published in The New York Times, The Los Angeles Times, The Washington Post, The Chronicle of Higher Education, and other outlets.  A perennial contender for People Magazine’s “Sexiest Man Alive” honor, Professor Donaldson was recently notified by email of his selection to receive substantial sums of money from high-level Nigerian business officials in exchange for his bank account information.

The Community Foundation can help Financial Advisors:                         
  • Educating clients regarding charitable giving vehicles.
  • Customizing giving to match personal interests and 
tax planning needs.
  • Facilitating complex forms of giving.
  • Sharing knowledge of needs in the community.
  • Offering grant making expertise and administrative services.
  • Helping clients create personal legacies via named funds.
  • Offering involvement in recommending uses of a gift.
  • Providing the option of giving anonymously.