The Event for Estate and Financial Planners

May 13, 2022

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Sam 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. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law in Seattle 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. 

 

In addition to Georgia State and the University of Washington, Professor Donaldson has taught law school classes at Northwestern University, the University of Florida, and Emory University. He 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, Professor Donaldson is a co-author of the popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning reference volume published by Wolters Kluwer.

 

An amateur crossword constructor, his puzzles have been published in The New York Times, The Los Angeles Times, The Washington Post, The Wall Street Journal, and other outlets. A perennial contender for People Magazine’s “Sexiest Man Alive” honor, Professor Donaldson was recently notified by email of his selection to receive substantial sums of money from high-level Nigerian business officials in exchange for his bank account information.

Sarah J. Corney, Esq.

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Sarah Corney focuses her practice on estate planning, business planning, and real estate. She assists individuals and business owners by implementing a plan for their finances, healthcare, and legacies in the event of their disability or death. Much of her practice involves the drafting of wills, trusts, deeds, and business agreements. Sarah’s clients seek her counsel throughout all phases of life – from the humble beginnings of their careers and families, through retirement and beyond.

Sarah attended the College of Wooster on a full writing scholarship. Always in search of a story, she often found herself in surprising conversations with surprising people, including poets in rural Mexico, religious leaders in Ukraine, and businesspeople from all over the world. She earned collegiate honors on her capstone writing project, a collection of persona poems. Sarah now takes pleasure in having meaningful conversations with her clients and drafting documents that will play an integral role in their legacies.

Ed
Morrow

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Ed Morrow is a Wealth Strategist for the Huntington Private Wealth Strategy Group and works with Huntington’s wealth management teams in Ohio and nationwide, advising high net worth clients on how to preserve and transfer their wealth. 

Ed was previously in similar roles for U.S. Bank Private Wealth Management and KeyBank Family Wealth Advisory Group.  Prior to working in wealth management, he was in private law practice in Cincinnati, Ohio concentrating in taxation, estate and business planning.  Other experience includes drafting trial court opinions for the U.S. District Court of Portland, Oregon as a law clerk.  

Ed has his Juris Doctor (J.D.) from the Northwestern School of Law at Lewis and Clark College in Portland, Oregon.  He has a master’s degree in business (MBA) from Xavier University in Cincinnati and a master’s degree in tax law (LL.M.) from Capital University in Columbus, Ohio.

Ed is a member of the Ohio State Bar Association and its estate planning section, as well as the American Bar Association and its Real Property, Probate and Trust and Tax Sections. Ed is a board-certified specialist in estate planning and trust law through the Ohio State Bar Association and a Fellow of the American College of Trust and Estate Counsel (ACTEC), currently serving on their Employee Benefits and Asset Protection committees.  He is also a Certified Financial Planner (CFP®), Certified Mergers and Acquisitions Advisor (CM&AA®) and an approved non-public arbitrator for the Financial Industry Regulatory Association (FINRA).  He is on the editorial board of the Probate Law Journal of Ohio.  He is a frequent writer and speaker on wealth management, tax and asset protection topics nationwide and has been quoted in the New York Times and Wall Street Journal. 

 

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Tyler
Horning

Tyler Horning is the principal of TDC Life, an independent life insurance and estate planning firm headquartered in Maumee, Ohio. TDC Life works nationally supporting professional advisors and their clients. Typical clients include high net worth individuals and families, closely held family businesses, as well as professional athletes and entertainers. Tyler is the founder and current Board President of Ivywood Classical Academy, a K-12 public charter school located in Plymouth, Michigan.

 

Tyler and his wife Caitlin, along with their 3 young sons and baby daughter, enjoy spending time together doing outdoor activities, traveling and getting involved in their local community.

Carol A. Sobczak, Esq.

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Carol A. Sobczak is a Certified Specialist in Estate Planning, Trust and Probate Law as certified by The State Bar of California Board of Legal Specialization. Carol also is admitted to practice law in Ohio, Illinois, and Michigan.

Carol focuses her practice on planning for and administration of large and small estates, charitable and gift planning, business succession planning, income and estate tax planning, and planning for special needs beneficiaries. She has represented both fiduciaries and beneficiaries in contested probate and trust estates.

Carol has taught Estate Planning and Federal Estate & Gift Taxation at the University of Toledo College of Law, and Legal Writing at Northwestern University School of Law.