Winton Smith is a practicing attorney who specializes in estate tax strategies and tax planning, financial development and planned giving for charitable organizations. His background includes more than 20 years of practical experience in structuring and marketing major gifts. He represents both individual philanthropists and charitable institutions, keeping them informed of the latest tax law changes affecting charitable gifts.
Winton's ability to present the many complex subjects involved in charitable giving in an easy-to-understand manner sets him apart from other lecturers. He conducts the Council for the Advancement and Support of Education (CASE) Planned Giving Institute in various cities across the country each year, and is the only CASE presenter to consistently receive top ratings for his delivery of the course, "Introduction to Planned Giving."
Winton has been a frequent speaker at programs sponsored by the National Council on Planned Giving (NCPG), the National Society of Fund Raising Executives (NSFRE) and the Association for Healthcare Philanthropy (AHP). He regularly presents charitable tax strategy seminars and workshops for bar associations, estate planning councils, colleges, universities, law schools and hospitals, as well as natural resource and conservation, religious, social welfare and other charitable organizations. Winton's programs on charitable gift planning have been approved for continuing education credit by State Bar Associations and State Accountancy Boards.
2000
Private law practice in the charitable tax planning area representing hospitals,
colleges, universities, national religious organizations, national fundraising
firms, national planned giving firms, national conservation/natural resource
foundations, private philanthropists and professional advisors as well as many
regional and local philanthropic organizations and foundations.
1975 - Present
Private Law Practice
1981 - Present
Planned Giving Seminars for charitable institutions in most major cities,
including Atlanta, Baltimore, Bethesda, Boston, Chicago, Dallas, Denver, Kansas
City, Los Angeles, New York, Oakland, San Diego, San Francisco, St. Louis, Tampa
and Washington DC.
1976 - 1984
Legal Counsel for Development for Rhodes College and Counsel to other charitable
institutions.
1974
Law Clerk, United States District Court
Tennessee Law Review
University of Tennessee College of Law
Continuing Legal Education
Washington Non-Profit Tax Conference, University of Miami Institute on Estate
Planning, American Bar Association Conference on Tax Consequences of Charitable
Gifts, Harvard Law School, The Wharton School, Philanthropy Tax Institute,
National Bar Foundation Charitable Tax Planning.
Home - Training - Seminars - Consulting - Publications - Resume - Request Info
Please call 1-800-727-1040 or click here for more information.
© Winton Smith Jr. 2003