North Dakota Community Foundation

The Changing Estate Planning World and a Generation Skipping Transfer Tax for the Trust Administrator

Date: Wednesday, March 20, 2019
Time: 1:00pm - 4:00pm
Location: Holiday Inn 3803 13th Ave SW Fargo ND 58103
Speaker: A. Stephen McDaniel & Marya Robbins

A. Stephen McDaniel is the managing partner with Williams McDaniel, PLLC. Mr. McDaniel’s practice is limited to estate, charitable and business continuation planning, and probate and trust administration. Mr. McDaniel currently serves as an adjunct professor at the University of Memphis Law School of where he has taught Estate Planning, Estate and Gift Tax, Trust Law and Insurance Law.  Mr. McDaniel is a Fellow in the American College of Trust and Estate Council and a member of the Memphis Estate Planning Council. He is a Certified Estate Planning Specialist by the Tennessee Commission on Continuing Legal Education and Specialization and is an Accredited Estate Planner (AEP) and holds an Estate Planning Law Specialist (EPLS) designation awarded by the Estate Law Specialist Board, the only approved American Bar Association program which certifies specialists in the field of estate planning. He is a graduate of the University of Memphis (BBA) and the University of Memphis School of Law (JD). He is licensed to practice law in TN & MO.

Marya Robben practices in the areas of estate planning, estate and gift taxation, fiduciary representation, probate administration, trust formation and administration, and guardianship and conservatorship law. Marya was elected to the American College of Trust and Estate Counsel (ACTEC). Marya frequently writes and speaks on estate planning and probate matters, advanced planning matters (inc-luding generation skipping transfer tax planning and intentionally defective grantor trusts), marital deduction planning, disclaimer planning, business succession planning, and navigating fiduciary duties to other professionals. She also teaches as an adjunct professor at the University of St. Thomas School of Law, teaching Wills, Trusts & Estates.

 

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