61st Annual
Spring Tax Institute
Meeting Site: The 61st Annual Spring Tax
Institute CLE program on Friday, May 8, 2015,
will be held at the University Club, 1360 Melrose
Avenue in Iowa City, Iowa.
Friday, May 8, 2015
Registration: The registration fee of $219.00
includes one copy of selected program materials
and the complimentary luncheon on Friday. To
guarantee that you have materials, it is necessary to
pre-register. Go to law.uiowa.edu/cle to register
online or return the registration portion of
this brochure with a check.
Featured Speaker:
Professor Samuel A. Donaldson
Cancellation Policy: If registrations are cancelled
by 8:00 am the Monday before the program, you
will receive a full refund. No refunds will be made
after that date and course materials will be sent to
the registrants canceling after the refund deadline.
Hotel: Hotel rooms have been held at the Iowa
House in the Iowa Memorial Union at the
University of Iowa in Iowa City. Call
319.335.3513. to make a reservation.
Parking: There is free parking at the University
Club.
61st Annual Spring Tax Institute
Friday May 8 2015
Continuing Legal Education
University of Iowa College of Law
Iowa City, IA 52242-1113
Individuals with disabilities are encouraged to
attend all University of Iowa-sponsored events. If
you are a person with a disability who requires an
accommodation in order to participate in this
program, please contact Janey Piersall in advance
at 319.335.9158.
The University of Iowa College of Law
CONTINUING LEGAL EDUCATION PROGRAMS
University of Iowa College of
Law
Mandatory Continuing Legal Education: The
61st Annual Spring Tax Institute program is
awaiting official approval for CLE credit (up to 6.5
hours). Once the hours have been confirmed, they
will be listed along with the Activity ID Number at
law.uiowa.edu/cle. Direct questions to [email protected].
University Club
1360 Melrose Avenue
Iowa City
Co-sponsored by the University of Iowa
College of Law CLE Programs and the
Taxation Section of the Iowa State Bar
Association
REGISTER ONLINE AT:
law.uiowa.edu/cle
Schedule
Program Chair: Wayne E. Reames
[Belin McCormick, Des Moines, IA]
8-8:30 am
8:30-10 am
10-10:15 am
10:15-11:45 am
11:45 am-12:30
pm
12:30-1:30 pm
Registration/
Check-In
Federal Tax Update
Prof. Donaldson
BREAK
Burning Questions
(and Even Hotter
Answers) About
Grantor Trusts
Prof. Donaldson
Complimentary
Lunch
Spousal Rights &
Spousal Planning
Matt Gardner
[Gardner Law]
1:30-2:15 pm
2:15-2:30 pm
2:30-3:30 pm
New Power of
Attorney Act
Kyle Irvin
[Corbett, Anderson, et. al.]
BREAK
Tax Ethics Panel
Tom Houser,
Jason Stone &
Chris James
[Davis Brown]
3:30-4:15 pm
Digital Assets Bill
Josh Weidemann
[O’Connor & Thomas]
Professor Samuel A.
Donaldson
SAMUEL A.
DONALDSON
[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.
Registration/Order Form:
Spring Tax Institute
Registration Fee
$219.00
(includes a hard copy of the program materials)
□ I cannot attend. Please send me a USB
of the program materials.
□ I cannot attend. Please send me a hard copy
of the program materials.
$30.00
$70.00
Total: _________
Information of Person Attending:
Name:___________________________________
Address: _________________________________
City:_____________________________________
State:____________________________________
Zip Code: ________________________________
Phone: __________________________________
E-mail:___________________________________
To register by credit card online,
go to law.uiowa.edu/cle
To register by mail, complete this form
and mail it with your check to: Attn: Janey
UI College of Law, 187 Boyd Law Building
Iowa City, IA 52242-1113
If you have any questions contact
[email protected]
or call 319.335.9158