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CHARITABLE PLANNING FOR CLIENTS WHO AREN’T ... Panelist, Business Succession and Drafting Options for the Business Owner, State Bar of Texas, Advanced Drafting: Estate Planning and

Jul 26, 2020

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  • CHARITABLE PLANNING FOR CLIENTS WHO AREN’T

    WEALTHY: IDEAS AND FORMS YOU CAN TAKE BACK TO YOUR

    OFFICE AND USE TOMORROW

    Authors:

    SHANNON G. GUTHRIE

    Benenati Law Firm

    2816 Bedford Rd.

    Bedford, Texas 76021

    (817) 267-4529

    [email protected]

    C. STEPHEN SAUNDERS

    Saunders, Norval, Nichols &

    Atkins, L.L.P.

    2630 Exposition Blvd., Ste. 203

    Austin, Texas 78703

    (512) 472-7111

    [email protected]

    Presented by:

    BROOKE HARDIE

    Saunders, Norval, Nichols & Atkins, L.L.P.

    2630 Exposition Blvd., Ste. 203

    Austin, Texas 78703

    (512) 472-7111 (Ext. 7)

    [email protected]

    State Bar of Texas

    INTERMEDIATE ESTATE PLANNING

    AND PROBATE COURSE

    June 26, 2012

    San Antonio

    CHAPTER 6

    mailto:[email protected]

  • Bar Admissions: State Bar of Texas

    SHANNON G. GUTHRIE Benenati Law Firm 2816 Bedford Road

    Bedford Texas 76021 (817) 267-4529

    Fax: (817) 684-9000 [email protected]

    (Offices also in Addison and Boyd)

    Education: J. D., Indiana University School of Law (1993); B.S., University of Evansville (1990) (magna cum laude)

    Professional Achievements, Activities and Community Involvement: Board Certified, Estate Planning & Probate Law, Texas Board of Legal Specialization; Member, Exam Committee 2005-2011 State Bar of Texas- Member, Real Estate, Probate and Trust Law Section; Member, Real Estate, Probate and Trust Law Council- 2007-2011; Chair, Trust Code Committee- 2008-present; Member, Tax Section; Co-Vice Chair, Tax Exempt Organizations Committee, Tax Section, State Bar of Texas, 2011-present Fellow, American College of Trust and Estate Counsel - Member, Charitable Committee 2007-2011; Member, Editorial Board 2005-2008 Dallas County Bar Association- Member, Probate Section Dallas Estate Planning Council- Board of Trustees 2007-2009 Gift Planning Advisory Council, University of Texas- Austin Professional Advisor Outreach Cabinet, Community Foundation of North Texas Texas Health- Harris Methodist, Harris Health Alliance, Member Carroll Education Foundation- Board Member

    Spealdng Engagements: Author and Speaker, Matters of Life and Death: Working With Clients at Various Life Stages on Their Charitable, Financial and Estate Planning, Austin Advisors Forum, 2012 Moderator and Speaker, Let Me Speak With the Manager! - Planning With Business Assets, State Bar of Texas, Advanced Estate Planning Strategies, 2012 Speaker and Co-Author, Charitable Planning With Community Foundations, Community Foundation of North Texas, Professional Advisors Cabinet Annual Briefing and Charitable Update, 2012 Speaker, Top Ten Things to Take Away, State Bar of Texas, Advanced Drafting: Estate Planning and Probate Course, 2011 Course Director, State Bar of Texas, Advanced Estate Planning and Probate Course, 2011 Panelist, Strategic Charitable Planning Techniques, State Bar of Texas, Advanced Estate Planning Strategies, 2011 Moderator, Private Foundations: Succession and Legacy Issues, UT Nonprofit Organizations Institute, 2011 Structuring the Private Foundation, State Bar ofTexas, Estate Planning and Probate Drafting Course, 2010 Directors Handbook and Orientation, State Bar of Texas, Governance of Nonprofit Organizations, 2010 Panelist, Business Succession and Drafting Options for the Business Owner, State Bar of Texas, Advanced Drafting: Estate Planning and Probate Course, 2008 Charitable Trusts, the Good, the Bad and the Not So Ugly, State Bar of Texas, Non-Profit Governance Course, 2008 Creating Your Organization, LiveStrong Summit, Lance Armstrong Foundation, 2008 Overview of the Pension Protection Act, The University of Texas- 25111 Annual Non-Profit Organizations Institute, 2008 Creative Coordination of Probate and Non-Probate Assets, State Bar of Texas, Advanced Drafting: Estate Planning and Probate Course, 2007 Charitable Giving Post PPA, State Bar ofTexas, Advanced Tax Law Course, 2007 Panelist, Charitable Planning for Clients Who Aren't Wealthy: Ideas and Forms You Can Take Back to Your Office & Use on Monday, State Bar of Texas, Advanced Estate Planning & Probate Course, 2007

  • Course Director, State Bar of Texas, Advanced Drafting: Estate Planning and Probate Course, 2007 Judicial Construction and Modification of Trusts: Practical Advice for the Client, Dallas Estate Planning Council, 2007 Foundation -Do's & Don'ts, Advanced Estate Planning, Center for American & International Law 2006 Charitable Planning, Texas Bankers Association, Trust and Wealth Management Seminar 2006 Moderator, Estate Tax Law Changes and Other Hot Topics That May Affect Estate Planners, State Bar of Texas, Advanced Drafting and Probate Course 2005 Private Foundations, Tarrant County Bar Association, Tax Section, 2005 Panelist, A New Paradigm For Trusts: Rethinking Trust Structure in Light of Changing Purposes, a Changing Legislative Landscape and a Litigious Society, State Bar of Texas, Advanced Estate Planning Strategies, 2005 Creation of Family Foundations, Creation and Structure, Wills Trusts and Estate Law Planning Institute, Center for American and International Law, 2004 Panelist and Author, Working With and Giving Through Community Foundations, State Bar of Texas, Charitable Giving Course, 2004 A Tale of Two Tools: Split Interest Trust Drafting in a Low Interest Environment (CLTS and GRTS) - Charitable Lead Annuity Trusts and Charitable Lead Unitrusts With Forms, State Bar of Texas, Advanced Drafting Course, 2003

    Personal: Mother of three (3) children: Devin (daughter, age 15), Nathan (soh, age 11) and Chloe (daughter, age 9); love football (especially high school and college), baseball (Texas Rangers and my son's little league team) and Dallas Mavericks basketball.

  • PERSONAL:

    C. Stephen Saunders Saunders, Norval, Nichols & Atkins, L.L.P.

    2630 Exposition Blvd., Ste. 203 Austin, Texas 78703

    (512) 472-7111 Email: [email protected]

    *************************

    Children: Kate (31), New York, New York, University of Colorado '03, and Ian (28), Austin Community College, Austin, Texas, both graduates of Casis Elementary School, 0. Henry Middle School and Austin High School

    Hobbies: Running, watching high school athletics, planting and trimming trees, and travel

    EDUCATION:

    Memorial High School, Houston (1971); B.A. in History with Honors, The University of Texas at Austin (1975) (Phi Beta Kappa); J.D., The University of Texas School of Law (1980)

    PROFESSIONAL ACTIVITIES:

    • Partner, Saunders, Norval, Nichols & Atkins, L.L.P. (formerly Saunders & Norval), Novemberl992- present;

    • Shareholder, Jenkens & Gilchrist, Austin, Texas- February 1991-0ctober 1992 • Shapiro, Edens & Cook- October 1984-February 1991 (merger with Jenkens & Gilchrist), partner 1988; • Clark, Thomas, Winters & Shapiro (September 1980-September 1984), associate • Board Certified, Estate Planning and Probate Law; Fellow, American College of Trust and Estate Counsel • REPTL Section of State Bar, Legislative Committee; REPTL Council Member 2005-2009

    LEGAL EDUCATION RELATED ACTIVITIES:

    Author/speaker and Course Director for State Bar's Advanced Estate Planning and Probate Course; Course Director and speaker for the Advanced Drafting: Estate Planning and Probate Course; Course Director and speaker for the Advanced Estate Planning Strategies Course; Author/speaker for the Will Drafting Institute; Course Director/speaker for the Intermediate Strategies Course; Speaker for the Practice Skills Course; Speaker for the Charitable Giving Course; Speaker for the Advanced Drafting: Real Estate Course; Speaker at the NASCO/NAAG Conference (2004); Speaker for the Big XII Development Conference (2005); Speaker at the Lance Annstrong Foundation LiveStrong Summit, Columbus, Ohio (2008); Speaker at UT Professional Advisors Day; Speaker at Greeley & Weld County Community Foundation Annual Meeting 2011; Co- editor/contributing author, How to Live-and Die-With Texas Probate; Member, Estate Planning and Probate Law Paralegal Commission, State Bar of Texas.

  • Page2

    PRACTICE: Practice consists of estate planning and probate work, with a focus on charitable giving, including the creation and representation of family foundations and extensive work in creating funds with the Austin Community Foundation for the Capital Area. Extensive experience in representing individuals in their capacities as executors and trustees and in representing beneficiaries of estates and trusts. Worked successfully in the 2001-2011 Sessions of the Texas Legislature to preserve the Rule Against Perpetuities and in 2009 to pass the Orphan Trusts bill; Donoghue Award, Austin Community Foundation, 2010.

    SERVICE ON CHARITABLE BOARDS: (*Current board positions)

    Heritage Society of Austin W estcave Preserve

    *West Austin Youth Association Endowment Westminster Presbyterian Day School Austin Community Foundation for the Capital Area:

    (President, 2006) *The Henry Renfert , Jr. Fund Advisory Committee *Stephen F. Austin Society Austin High 125111 Anniversary Celebration, co-chair *Charitable Holdings Board *The Charles & Betti Saunders Foundation Fund

    *Republic of Texas History Complex Vision Team, Daughters of the Republic of Texas

    *Texas Book Festival Advisory Council Austin High School PTSA

    (President, 2001/2002) West Austin Youth Association