2019 Seminar Speakers
Samuel A. Donaldson, JD, LLM
Samuel A. Donaldson is a Professor of Law at Georgia State University in Atlanta, Georgia. Prior to joining the Georgia State faculty in 2012, he was on the faculty at the University of Washington School of Law 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. 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. Professor Donaldson has served as the Harry R. Horrow Visiting Professor of International Law at Northwestern University and a Visiting Assistant Professor at the University of Florida Levin College of Law. 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.
Lisa M. Piehl, JD
Between October 1, 2018 and April 12, 2019, Lisa M. Piehl served as the Acting Director of Internal Revenue Service, Small Business Self Employed Examination, Specialty Policy division. Her permanent position is Program Manager for Estate and Gift Tax Policy, where she has been since 2008. Lisa began her career with the Internal Revenue Service as an Estate and Gift Tax Attorney in 1994. In 2001, she became a Supervisory Attorney and in 2006, an Attorney Advisor to Policy Manager and Headquarters for the Estate and Gift Tax Division.
Lisa received her Bachelor of Arts in Political Science from San Francisco State University and graduated from Southwestern University School of Law in Los Angeles, CA where she obtained her Juris Doctorate. Lisa is a member of the California Bar, is admitted to United States District Court, for the Central District of California and the United States Court of Appeals for the Ninth Circuit. Lisa currently lives and works in Woodland Hills, California.
Keith Schiller, JD
Keith Schiller, Esq., of the Schiller Law Group, a PLC, of Alamo, California, has greater than 44 years of experience with taxation and estate and business succession planning. Keith works with clients and consults with estate planning, trust administration, and tax practitioners throughout California.
Keith is the author of the award-winning reference book, Art of the Estate Tax Return — Estate Planning At The Movies®, now in its Second Edition and published by Bloomberg BNA and supplemented annually. The book reveals Keith’s best practice pointers, his insights from co-teaching with the IRS for 17 years, and practical recommendations from over 25 leading practitioners across the country who contributed to the book. Keith has taught estate tax return and audit practice with IRS estate tax attorneys, group managers, and appeals officers since 1996.
Keith is a certified specialist in Taxation Law and Estate Planning, Probate, and Trust Law by the State Bar of California. He received a J.D. Degree from U.C. Berkeley (Boalt Hall) in 1974, MBA (Taxation) from Golden Gate University in 1980, and an A.B. degree from UCLA in 1971, where he served as Undergraduate Student Body President. From another passion, Keith chaired the Yosemite License Plate Campaign, during which he lobbied passage for the law approving the Yosemite License Plate and directed the state-wide marketing and sales campaign. The Yosemite License Plate has raised in excess of $35 million for the preservation of Yosemite and California conservation. READ MORE…
Robert W. Stanley, JD
Robert Stanley is a Partner at Rosenfeld Meyer & Susman LLP, a Beverly Hills-based family law firm. He represents high earners and high net worth individuals in complex and sensitive family law matters. His clients include high profile entertainers and athletes, successful corporate executives, start-up entrepreneurs and stay-at-home parents who rely on Robert as a trusted advisor and for safeguarding their privacy. As an authority on the laws concerning same-sex relationships, Robert authored a chapter in the authoritative “California Domestic Partnerships and Same-Sex Marriage’ treatise published by CEB (California Continuing Education of the Bar), entitled Special Issues Faced by Same-Sex Couples on Termination of their Relationships. He is member of the board of the Los Angeles Center for Law and Justice (“LACLJ”), a member of the Los Angeles County Bar Association Family Law Section Executive Committee, and a member of the Beverly Hills Bar Association. In 2017, Robert became a Certified Specialist in Family Law by the State Bar of California Board of Legal Specialization. Robert earned his undergraduate degree from the University of Florida and his J.D. from the University of Mississippi Law School.
Laura A. Zwicker, JD
Laura Zwicker chairs Greenberg Glusker's Private Client Services Group, advising individuals and families on international and domestic tax and estate planning issues and business succession planning.
Laura's practice focuses primarily on counseling high net worth individuals and their families in connection with domestic and international estate and tax planning issues and business succession planning; advising financial institutions with regard to fiduciary and custodial issues; forming, advising and dissolving non-profit organizations; and probate and post-death trust administration.