Life Insurance Planning

Location:

Houston, TX

Posted:

January 19, 2013

Contact this candidate

Resume:

Donald O. Jansen *X** photo [****X**** .jpg **.*m]

I. PROFESSIONAL RESUME

Senior Tax Counsel, Office of General Counsel, University of Texas System, 2007 to present.

Senior Partner (Retired), Fulbright & Jaworski L.L.P., Houston, Texas. Member of Tax Department. September 19, 1966, to December 31, 2005. Partner since June 1, 1975.

U.S. Army Judge Advocate General Corps, Captain, 1963-1966.

EDUCATION

B.B.A., Loyola University, New Orleans (1961 Magna Cum Laude), Ranking: First in Business Class

J.D., Loyola University, New Orleans (1963 Cum Laude), Ranking: First in Law Class,

Editor-in-chiefLoyola Law Review, member national moot court team

LL.M., Georgetown University, Washington, D.C. (1966)

LEGAL SPECIALTIES

EMPLOYEE BENEFITS

PROBATE

ESTATE PLANNING TAX:

Employee Benefits experience with welfare and pension plans with particular expertise in voluntary employee benefit associations, flexible benefit plans, COBRA requirements, split dollar life insurance contracts, qualified and nonqualified deferred compensation, rabbi and secular trusts and life insurance in retirement planning.

Estate Planning and Probate experience in preparation of wills, powers of attorney, management trusts, life insurance trusts; preparation of federal estate, gift and generation-skipping tax returns; handling guardianships and probate matters including independent and dependent administrations with particular expertise in life insurance in estate planning.

PROFESSIONAL ORGANIZATIONS

ABA Section Advisor, drafting committee on Insurable Interests Relating to Trusts Act, National Conference of Commissioners on Uniform State Laws, 2007-present.

American Bar Association member of Sections of Taxation and of Real Property, Probate and Trust Law; past Chairman of Committee of Significant Current Literature, Probate and Trust Law Division; past Vice Chairman of Insurance Committee, Probate and Trust Law Division.

Federal Bar Association past President, Houston Chapter; past National Deputy Chairman, Younger Lawyers Committee; past member of National Council.

State Bar of Texas Certified Specialist in Estate Planning and Probate Law by the Texas Board of Legal Specialization; member of Sections of Taxation and of Real Estate, Probate and Trust Law; past Probate Editor of Newsletter of Real Estate, Probate and Trust Law Section.

Fellow, American College of Trust and Estate Counsel Past Chairman, Life Insurance Subcommittee of Estate and Gift Tax Committee.

Fellow, American College of Tax Counsel

Louisiana State Bar Association

Houston Bar Association member and former Director of Probate, Trust and Estate Section.

Central Texas Estate Planning Council

Delta Theta Phi Law Fraternity, past Treasurer and Vice-Dean Houston Alumni Chapter

Former legal counsel for Houston Junior Chamber of Commerce.

Federalist Society

Who s Who in American Law

Texas Super Lawyers 2003, 2004 and 2005 Texas Monthly Magazine

Advisory Committee, Heckerling Institute on Estate Planning, University of Miami Law School

Don Jansen & Janice Law

SPEAKING ENGAGEMENTS

Nationally recognized speaker on income, estate, gift and generation-skipping tax subjects before many organizations and institutes, including:

Tax Institutes:

Alabama Federal Tax Clinic

American Association of Attorneys Certified Public Accounts, Annual Meeting

American Institute on Federal Taxation

Conference of Consulting Actuaries, Annual Meeting

Corpus Christi Estate Planning Council, Annual Estate Planning Seminar

Great Plains Federal Tax Institute

Hawaii Institute for Continuing Legal Education, Annual Financial and Estate Planning Seminar

International Association of Financial Planning, Conference on Advanced Planning

Loyola University Estate Planning Conference

Maryland Institute for Continuing Professional Education, Advanced Tax Institute

Mississippi Tax Institute

National Association of Estate Planners and Councils Annual Conference

Northwest Tax Institute

Notre Dame Estate Planning Institute

Philip E. Heckerling Institute on Estate Planning, University of Miami

SMU Estate Planning Symposium

Southern Federal Tax Institute

South Texas College of Law, Estate Planning Conference

Southwestern Legal Foundation, Institute on Wills and Probate

Texas Society of CPA, Annual Tax Institute

Tulane Tax Institute

University of Texas Taxation Conference

Bar Associations:

ALI-ABA Seminars and video conferences

American Bar Association teleconferences and video broadcasts

American College of Trust and Estate Counse, Annual meetings

Association of the Bar of the City of New York

Brazoria County Texas Bar Association

Dallas Bar Association, Probate, Trust and Estate Section,

Houston Chapter, Federal Bar Associations

Houston Bar Association, Continuing Legal Education Institute

Houston Bar Association, Probate, Trust and Estate Section

Houston Bar Association, Tax Section

Institute of Continuing Legal Education, Michigan Bar Association

International Estate Planning Council, Houston Chapter

Minnesota Bar Association, Annual Probate and Trust Law Conference

Real Property, Probate and Trust Law Section, American Bar Association, Annual and Spring Meetings

Section of Real Property, Probate and Trust Law, American Bar Association

Section of Taxation, American Bar Association, Winter and Spring meetings

State Bar of Michigan, Business Law, Probate and Estate Planning and Taxation Sections

State Bar of Texas Advanced Estate Planning Strategies Seminar

State Bar of Texas, Advanced Drafting, Estate Planning and Probate Conference

State Bar of Texas, Advanced Tax Course

State Bar of Texas, Advance Estate Planning Strategies Seminar

State Bar of Texas, Charitable Giving Institute

Washington State Bar and Estate Planning Council of Seattle, Estate Planning Seminar

Other Professional Groups:

Aetna Life Insurance Company, Advanced Sales Seminar

Alexander Hamilton Life Insurance Company, Super Summit

American General Financial Group

Amerus Life Insurance Group, Pinnacle Forum

Association for Advanced Life Underwriting (AALU) annual meetings

Atlanta Chapter CLU

Austin Chapter, Society for Financial Service Professionals

Austin Tax Study Group

AXA Advisor Symposium

BISYS Annual Meeting

Chubb Life Companies, Seminar for Valued Producers

Dallas Chapter of CLU & ChFC

Equitable Life Insurance Company Education Institute

General American Life Insurance Company, Top Gun Conference

Guardian Life Insurance Company

Houston Association of Insurance and Financial Advisors

Houston Association of Life Underwriters

Houston Chapter of CLU

Houston Chapter, Society for Financial Service Professionals

Houston General Agents and Managers Association, Annual Estate Planning Seminar

Houston Office, Northwestern Mutual Life Insurance Company

John Hancock Advanced Markets Radio

Kansas Society of CPAs, Annual Tax Conference

LIMRA International Advanced Sales Forum

Madison Group

Massachusetts Mutual Life Insurance Company, Blue Chip Conference

M Financial Group

Million Dollar Round Table

National Conference of CPA Practitioners, Houston Chapter

National Financial Partners

Nautilus Group

President s Council and Chairman s Council, New York Life Insurance Company

New York Life Insurance Company, President's Council and Chairman's Council

Planned Giving Council of Houston

Professional Education Broadcast Network

Prudential Financial Service

Security Life of Denver, Advanced Marketing Forum

Society of Financial Service Professionals, annual meeting, institutes and video conference

Society of Financial Service Professionals, Austin Chapter

Society of Financial Service Professionals, Houston Chapter

Texas Leaders Round Table

Texas Society of CPAs, Dallas Chapter

Texas Society of CPAs, Houston Chapter

Texas Society of CPAs, Advanced Estate Planning Conference

The University of Texas System Annual Legal Conference

Todd Organizations, Semi-Annual Meeting

Wednesday Tax Forum Houston

Wichita, Kansas, CLU Chapter

Estate Planning Councils:

Amarillo Texas Estate Planning Council

Austin Estate Planning Council

Baltimore Estate Planning Council

Beaumont Texas Estate Planning Council

Brazos Valley Texas Estate Planning Council

Central Arizona Estate Planning Council

Central Texas Estate Planning Council

Chattanooga Tax Practitioners

Cincinnati Estate Planning Council

Dallas Estate Planning Council

Fort Worth Business and Estate Council

Houston Business and Estate Planning Council

Houston Estate and Financial Forum

Jefferson County Texas Estate Planning Council

Lincoln Nebraska Estate Planning Council

New Orleans Estate Planning Council

North Texas Estate Planning Council

Omaha Nebraska Estate Planning Council

Philadelphia Estate Planning Council

Red River Valley Estate Planning Council

Southeast Texas Estate Planning Council

Southern Arizona Estate Planning Council

San Angelo Texas Estate Planning Council

Southern Nevada Estate Planning Council

San Antonio Estate Planners Council

South Plains Trust and Estate Council, Lubbock, Texas

St. Louis Estate Planning Council

Victoria Texas Estate Planning Council

Waco Texas Estate Planning Council

II. CIVIC

Eagle Scout

Regional Finalist, 1972 White House Fellows Competition

Outstanding Young Men of America, 1972 and 1975

Outstanding Young Texans, 1976

President, Congressman Bill Archer s High School Student Intern Foundation (1971 2001)

Director, Texas Bill of Rights Foundation, 1975-1977

Houston Jaycees, Director and Legal Counsel (1969-1971)

President s Council, Loyola University, New Orleans (1979-1989)

Boy Scouts of America, Scoutmaster Troop 673 (1977-1978); Assistant Scoutmaster Troop 673 (1976-1977, 1978-1979) and Troop 852 (1990); Cubmaster Pack 558 (1984-1985); Committee Chairman Pack 558 (1983-1984) and Troop 852 (1986-1988); Chairman of Sam Houston Area Council Delegation for report to Governor (1977)

Chairman, City of Houston Ethics Committee (1989-1991)

American Cancer Society, Greater Houston Unit Director (1969-1975, 1977-1979), Legacies Chairman (1973, 1978), Memorial Chairman (1974), Downtown Crusade Chairman (1968); Member Texas Planned Giving Committee (1977-1978); Member Texas Legacy and Memorial Committee (1974-1977)

St. Agnes Academy of Houston, Advisory Director (1975-1978) and member of Finance Committee

Spring Shadows Civic Association, Director (1970-1972)

Member, Mayor s Advisory Committee on Houston Mass Transportation (1972-1973)

Member, Board of Adjustment, Hedwig Village (1980-1983)

Serra International, President of the Serra Club of Houston (1984-1985)

St. Michael Catholic Church, Lector (1995-present)

Member, Planned Giving Committee, Roman Catholic Diocese of Galveston-Houston (2000-present)

Chairman, General Provisions Committee, Houston Citizens Advisory Committee to the Texas Constitutional Revision Commission, 1973

Board of Directors, Swedish Club of Houston (2002-2004)

Donald O. Jansen

Fulbright Tower

1301 McKinney