The 24th Annual Estate & Charitable Gift Planning Institute

Sponsored by The Salvation Army Hawaiian and Pacific Islands

Tuesday, April 4, 2017

8:00 AM - 11:30 AM
The Pacific Club
1451 Queen Emma St, Honolulu, HI 96813


$25 if you RSVP before March 21
$40 After March 21 or at the door
Buffet breakfast included.


For more information call 808.440.1862
or email



Is your client's estate plan healthy enough to pass its annual exam?

Explore strategies to make sure estate plans stay up to date with client needs and current regulations.


Open to Attorneys, CPAs, financial planners, certified life underwriters, investment advisors, bank trust officers, charitable gift planners, other estate planning professionals, and anyone interested in providing and protecting assets to help ensure the future of family, self and community. The presentation will include a recorded seminar presented by noted speakers Ann B. Burns and Samuel A. Donaldson.

Review recent developments in federal tax laws, analyze case studies exploring ethical issues that impact both attorney obligations and client representation, and identify key topics to review annually to maintain estate plan health. Attorneys may earn up to 2 MCLE Credits and 1 Ethics Credit.

Guest Speakers

Ann B. Burns

Ann B. 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 multi-generational 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.

Samuel A. Donaldson

Samuel A. Donaldson is a Professor of Law at Georgia Sate 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 Graduation Program in Taxation. He teaches a number of tax and estate planning courses, as well as courses in the area of property, commercial law and professional responsibility.