This Issues and Insights discusses ten of the most common year-end planning strategies. With only a few months left in 2016, it’s important to focus on strategies to minimize your overall income tax burden and to review your estate plan before the clock strikes midnight on December 31. Despite the results of the election, neither
Donna is responsible for managing the ongoing fiduciary needs of significant personal trust clients throughout the Southeast region.
Donna joined Wilmington Trust in 2009 with more than three decades of experience in trusts and estate planning. Prior to that, she served as a senior director in BNY Mellon’s Wealth Management group in Atlanta, specializing in wealth management and estate planning strategies for high-net-worth clients. Earlier in her career, she worked for the Arden Group, was a partner with Troutman Sanders law firm, a senior manager with Ernst & Young, and a partner in the Lefkoff, Duncan law firm.
Donna received a J.D. from The University of Georgia (UGA) School of Law where she was a member of the Law Review and Order of the Coif; and a bachelor’s degree in English, magna cum laude from UGA. Donna is a Certified Financial Planner® professional. She also is a fellow of the American College of Trust and Estate Counsel, a member of the International Academy of Estate and Trust Law, a former chair of the Fiduciary Law Section of the State Bar of Georgia, and past president of the Certified Financial Planner Board of Standards. Donna is also a member of the Atlanta Estate Planning Council and is active in the Real Property Probate and Trust Law Section of the American Bar Association, and is a member of the ABA House of Delegates. Among her community activities, Donna is Chairman of on the Board of the Flannery O’Connor Andalusia Foundation. In addition, Donna is on the Professional Advisors Board of the Community Foundation For Greater Atlanta, on the President’s Advisory Council at Oglethorpe University, the Board of Visitors for the University of Georgia and the Board of Visitors for the Monastery of the Holy Spirit in Conyers, Georgia, she serves as Chairman-Elect of the Board of the Historic Oakland Foundation and Buckhead Christian Ministry. She has published numerous articles and is a regular speaker at industry conferences.