Charitable Lead Trusts

Date: Monday, March 19, 2012
Time: 5:30 PM - 8:00 PM
Location: World War II Museum - in Stage Door Canteen
Speaker: Donald O. Jansen. JD. LL.M.

Don Jansen will be speaking on "Charitable Lead Trusts: The Underused Family Wealth Transfer and Income Tax Technique for the Charitably Inclined." at the World War II Museum in the Stage Door Canteen

 Construction is occuring now and parking is ONLY in WWII Museum Central parking lot on  Magazine and Andrew Higgins. They have doubled the size of this lot so we are in good shape. Parking is free after 3pm in this lot ONLY. The Premium lots around the Museum are not controlled by the Museum and you will be booted if you park there and don't pay.

The lot is on the river side of Magazine across the street from the museum and the entrance to the American Sector restaurant with large red World War II Museum signs. The lot can be accessed from either Magazine or Andrew Higgins. Enter the museum through the American Sector restaurant entrance to Stage Door Canteen at 1025 Magazine St..

DONALD O. JANSEN

PROFESSIONAL RESUME

    Senior Tax Counsel, Office of General Counsel, University of Texas System, 2007 to present.

    Senior Partner (Retired), Fulbright & Jaworski L.L.P., Houston, Texas. Member of Tax Department.  September 19, 1966, to December 31, 2005. Partner since June 1, 1975.

    U.S. Army Judge Advocate General Corps, Captain, 1963-1966.

EDUCATION

    B.B.A., Loyola University, New Orleans (1961 Magna Cum Laude), Ranking: First in Business Class

    J.D., Loyola University, New Orleans (1963 Cum Laude), Ranking: First in Law Class,
    Editor-in-chief Loyola Law Review, member national moot court team

    LL.M., Georgetown University, Washington, D.C. (1966)

LEGAL SPECIALTIES

    EMPLOYEE BENEFITS

    PROBATE

    ESTATE PLANNING TAX:

    Employee Benefits – experience with welfare and pension plans with particular expertise in voluntary employee benefit associations, flexible benefit plans, COBRA requirements, split dollar life insurance contracts, qualified and nonqualified deferred compensation, rabbi and secular trusts and life insurance in retirement planning.

    Estate Planning and Probate – experience in preparation of wills, powers of attorney, management trusts, life insurance trusts; preparation of federal estate, gift and generation-skipping tax returns; handling guardianships and probate matters including independent and dependent administrations with particular expertise in life insurance in estate planning.

PROFESSIONAL ORGANIZATIONS

    ABA Section Advisor, drafting committee on Insurable Interests Relating to Trusts Act, National Conference of Commissioners on Uniform State Laws, 2007-present.

    American Bar Association – member of Sections of Taxation and of Real Property, Probate and Trust Law; past Chairman of Committee of Significant Current Literature, Probate and Trust Law Division; past Vice Chairman of Insurance Committee, Probate and Trust Law Division.

    Federal Bar Association – past President, Houston Chapter; past National Deputy Chairman, Younger Lawyers’ Committee; past member of National Council.

    State Bar of Texas – Certified Specialist in Estate Planning and Probate Law by the Texas Board of Legal Specialization; member of Sections of Taxation and of Real Estate, Probate and Trust Law; past Probate Editor of Newsletter of Real Estate, Probate and Trust Law Section.

    Fellow, American College of Trust and Estate Counsel – Past Chairman, Life Insurance Subcommittee of Estate and Gift Tax Committee.

    Fellow, American College of Tax Counsel

    Louisiana State Bar Association

    Houston Bar Association – member and former Director of Probate, Trust and Estate Section.

    Central Texas Estate Planning Council

    Delta Theta Phi Law Fraternity, past Treasurer and Vice-Dean Houston Alumni Chapter

    Former legal counsel for Houston Junior Chamber of Commerce.

    Federalist Society

    Who’s Who in American Law

    Texas Super Lawyers 2003, 2004 and 2005 Texas Monthly Magazine

    Advisory Committee, Heckerling Institute on Estate Planning, University of Miami Law School

 

Related Document(s):

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