Background
McGee, Lonnie G. was born on February 6, 1942 in Brookland, Arkansas, United States.
McGee, Lonnie G. was born on February 6, 1942 in Brookland, Arkansas, United States.
University of San Francisco (Bachelor of Science, 1964. Bachelor of Laws, 1967). Georgetown University (Master of Laws, 1968).
Phi Alpha Delta.
Member, University of San Francisco Law Review, 1966-1967. Recipient, The Hugh J. Fegan Fellowship, 1967-1968. Attorney Advisor, Honorary Howard A. Dawson, Junior, United States.
Tax Court, Washington, District of Columbia, 1968-1970.
Admitted to the bar, 1968, California. 1970, United States. Tax Court and United States. Claims Court.
Phi Alpha Delta.
Member, University of San Francisco Law Review, 1966-1967.
Recipient, The Hugh J. Fegan Fellowship, 1967-1968. Attorney Advisor, Honorary Howard A. Dawson, Junior, United States.
Tax Court, Washington, District of Columbia, 1968-1970. Instructor: Law of Decedent"s Estate, Loyola University Law School, 1972.
Certified Employee Benefits Special Program, 1976-1977, International Foundation of Employee Benefit Plans and the Wharton School, University of Pennsylvania.
Member: Board of Directors of Big Brothers of San Diego County, 1975-1978. Board of Directors, San Diego Corporate Finance Council, 1976-1978. Speaker, San Diego Estate Planning Seminar, "Carryover Basis: The Immediate Challenge," 1978.
Instructor, University of California at San Diego, "Income Taxation of Trusts, Estates & Beneficiaries," 1976-1980.
Chairman, Board of Trustees, San Diego County Bar Association Medical Plan, 1979. Chairman and Speaker, University of California Estate Planning Conference, 1979 and 1980.
Member, Board of Directors and Vice-President Professional Training, International Association of Financial Planners, 1979-1980. Member, Planning Committees and Speaker, California Society of Certified Public Accountants, Estate Planning Conference, 1981.
Speaker: "Trust and Estate Distributions: Sprinkling and Pouring," Estate Planning for Farmers Conference, 1981.
Title Insurance and Trust Company Tax-Probate-Estate Planning Forum, "The Private Annuity," 1981. "Capping & Shifting: Alternative to Estate Asset Freezing," and "Employee Benefits: Warding-Office the Evil Spirits of the Federal Income, Gift & Estate Sales Taxes," Oregon Estate Planning Council, 1981. "Taxation of Employee Benefits," The Second Annual Inland Empire Estate Planning Seminar, 1981.
Chairman, The Southern California Tax & Estate Planning Forum, "Income Tax & Estate Planning After the 1981 Tax Acting," 1981 and "Erta Estate Planning Problems & Their Drafting Solutions One Year Later," 1982.
Instructor, "Income Taxation of Trusts & Estates," and "Real Estate Tax Problems," American Institute of Certified Public Accountants, 1981. Author: "Integrating Employee Benefits into the Estate Plan," 3 Continuing Education of the Bar Est Plan R. 101, 1982.
Speaker, "Fundamental Tools & Techniques of Estate Planning After ERTA", 1982, "A Critical Examination of the Tax Equity and Fiscal Responsibility Acting of 1982 for the Income Tax Practitioner," 1982 and "Preparation of the Federal Estate and Gift Tax Returns," 1983, The Southern California Tax & Estate Planning Forum. Chairman, Southern California Tax & Employee Benefits Forum & Workshops, 1983.
Adjunct Professor, College for Financial Planning, "Retirement and Estate Planning," 1983.
Speaker, California Continuing Education of the Bar Program, "Fundamentals of Income Taxation," 1983. Member, San Diego Pension Council, 1974. San Diego Estate Planning Council 1976.
Member: San Diego County (Member, Sections on: Taxation.
Probate & Real Property). And American (Member, Sections on: Taxation.
Real Property, Probate and Trust Law) Bar Associations. State Bar of California (Member, Sections on: Taxation.
Probate, Trust and Estate Planning).
International Association of Financial Planners (San Diego Chapter). (Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization).
Board of Directors of Big Brothers of San Diego County, 19751978. Board of Directors, San Diego Corporate Finance Council, 1976 1978. Speaker, San Diego Estate Planning Seminar, "Carryover Basis: The Immediate Challenge," 1978.
Instructor, University of California at San Diego, "Income Taxation of Trusts, Estates & Beneficiaries," 1976-1980.
Chairman, Board of Trustees, San Diego County Bar Association Medical Plan, since 1979. Chairman and Speaker, University of California Estate Planning Conference, 1979 and 1980.
Member, Board of Directors and Vice president Professional Training, International Association of Financial Planners, 1979-1980. Member, Planning Committees and Speaker, California Society of Certified Public Accountants, Estate Planning Conference, 1981.