The Red Shield Symposium

The Red Shield Symposium Image

The Salvation Army of Western Michigan Northern Indiana Division is excited to invite you to our renowned estate planning conference, “The Red Shield Symposium: Annual Estate & Charitable Planning Institute.” 

8A.M. CT/ 9A.M. ET to 3P.M. CT/ 4P.M. ET 

South Bend Salvation Army Kroc Center 
Michigan City Salvation Army Corps Community Center 

Ann Burns (Lathrop GPM LLP)
Prof. Samuel A. Donaldson (Georgia State University)

The Red Shield Symposium is an in-person webcast focused on bringing together professional advisors to learn the latest on estate planning, the effects legislation has on charitable donations and how The Salvation Army will meet your client’s philanthropic goals. At least 5.0 hours of continuing education units for qualifying certifications. 

$75 registration fee. 

Questions? Contact The Salvation Army's Office of Planned Giving for the WMNI Division at or 616-459-3433.


Symposium Speakers

Ann Burns is a member of the Trust, Estate and Legacy Planning group at Lathrop GPM LLP. Her practice focuses on estate and charitable planning, business succession planning, estate and trust administration, and fiduciary and tax litigation. 

Ann brings a unique mix of skills to her law practice as a certified public accountant and attorney. She represents multigenerational families of wealth throughout the country and individual and corporate trustees in fiduciary and tax matters. 

Ann chairs the board of a private client family office, is President-Elect of the American College of Trust and Estate Counsel and a member of the Board of Trustees of The Minneapolis Foundation. 

University of Arizona; LL.M. (Taxation) University of Florida] is a Professor of Law at Georgia  State University in Atlanta. 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 popular West casebook, Federal Income Tax: A Contemporary Approach, and a co-author of the Price on Contemporary Estate Planning treatise published by Wolters Kluwer.