575 South Willow Street   PO Box 1226   Jackson, Wyoming, 83001   (307) 733-5890 voice   (307) 734-0544 facsimile   carol@jhestatelaw.com

Carol H. Gonnella
Biographical Sketch

Carol Gonnella is founder and co-owner of Gonnella & Associates, PC, a law firm in Jackson, Wyoming, dedicated to assisting clients with their estate and business planning needs.

Education

·        Undergraduate degree from the University of Puget Sound, Tacoma, Washington.

·        Law degree from Seattle University, Seattle, Washington.

·        Fellow of the EP Institute.  Graduate of Masters I.

·        Currently participating in Masters Continuum 2002.

Professional Memberships:

·        Member of the Wyoming Estate Planning Advisory Council.

·        Founding member of e.Planners Educational Alliance, a national nonprofit organization of estate planning attorneys.

·        Member of the EP Institute, Masters Continuum.

·        Member of the Wyoming State Bar Association.

·        Member of the Washington State Bar Association.

·        Member of the Teton County Bar Association.

·        Editorial Board, Conspectus Current, a professional estate planning publication.

·        Founding member of the National Network of Estate Planning Attorneys.

Teaching Positions:

·        Adjunct Professor, Michigan State University, Academy of Multidisciplinary Practice.

·        Instructor for the EP Institute, Advanced Studies Program, teaching sophisticated estate planning strategies to attorneys.

Published Works:

·        Legacy, How to Plan Your Estate (contributing author).

·        Generations, Planning Your Legacy (contributing author).

·        Estate Planning for the Overfunded Retirement Plan, Orthopedics Today.

Works to be Published:

·        Review in Conspectus Current, Uses and Benefits of Conservation Easements After the 2002 Tax Act (to be published summer 2002)

·        Love, Money and Control, Reinventing Estate Planning (contributing author), (to be published 2003)

Publications Authored:

·        The Dynasty Trust.

·        The Family Limited Partnership.

·        The Bert and Ernie Trust.

·        The Importance of Funding Your Trust.

Current Directorships of Non Charitable Organizations:

·        Director, e.Planners Educational Alliance.

·        Director and Co-owner, Off Broadway Grill, Inc.

Current Directorships of Charitable Organizations:

·        Director of Delta Society, a national nonprofit with offices in Seattle, Washington.

·        Director of the Community Foundation of Jackson Hole.

Past Directorships of Charitable Organizations:

·        Director of Rotary Club of Jackson Hole.

·        Director of Teton Science School.

·        Director of Jackson Hole Ski Club.

·        Director of Dancers Workshop of Jackson Hole.

Professional Speaking Engagements:

·        EP Institute Advanced Studies Program, on Conservation Easements, Non-marital Spousal Gift Trusts, Remainder Purchase Marital Trusts; Using Graphic Illustrations for Estate Planning Strategies, March 2002, Hilton Head, South Carolina.

·        EP Institute Advanced Studies Program, on Qualified Personal Residence Trusts, July 2001, Las Vegas, Nevada.

·        Planning for a Spouse, September 2001, Michigan State University, Lansing, Mich. Academy for Multidisciplinary Practice.

·        EP Institute Advanced Studies Program, on Conservation Easements, Non-Marital Spousal Gift Trusts, Remainder Purchase Marital Trusts, March 2000, Hilton Head, South Carolina.

·        Sophisticated Estate Planning for Certified Public Accountants, February 2000, Jackson, Wyoming.

·        Family Limited Partnerships, National Network of Certified Public Accountants, May 1999, Sun Valley, Idaho.

·        New Developments in Estate Planning, The Annual Conference of the Wyoming State Bar Association, September 1997, Casper, Wyoming.

·        Sophisticated Estate Planning for Certified Public Accountants, February, 1997, Jackson, Wyoming.

·        Charitable Remainder Trusts, The Annual Conference of the Wyoming State Bar Association, September, 1996, Jackson, Wyoming.

·        Charitable Lead Trusts, Qualified Personal Residence Trusts, Conservation Easements, Practicum III of the National Network of Estate Planning Attorneys, November, 1996, San Antonio, Texas.

In addition to the above, Carol has often spoken to many business organizations in the Jackson Hole, Wyoming area, about basic and sophisticated estate planning, and to charitable nonprofit organizations on the value of planned giving as a viable part of estate planning.