Russell A. Willis III

Russell A. Willis III, J.D., LL.M.

Russ is a tax lawyer, a freelance writer, and a consultant in transfer tax planning -- an advisor to the advisor.

Among his other engagements, Russ is a manager of noncash research for Charitable Solutions, LLC, a planned gift risk management consulting firm headed by Bryan Clontz.

For ten years, Russ wrote for a subscription website that provided daily coverage and in-depth analysis of developments in tax law affecting charitable gift planning. Two years ago, he launched his own newsletter, the Jack Straw Fortnightly, analyzing current developments in the law -- both tax and nontax -- concerning the transfer of private wealth in this country.

As a practicing lawyer in St. Louis, Missouri for more than 20 years, Russ chaired the Steering Committee of the Probate and Trust Law Section of the local bar association and served for years on a legislative drafting subcommittee of the Probate and Trust Law Committee of the State Bar. As an adjunct member of the faculty at the St. Louis University School of Law, he taught courses in future interests and tax-driven estate planning.

Russ has written numerous articles for law journals and for publications serving the charitable planned giving profession, and he has been a frequent speaker at seminars for lawyers and for charitable gift planners.

Russ has a law degree from St. Louis University and a master’s degree in Taxation Law from Washington University in St. Louis. His undergraduate degree in English Literature is from Indiana University, Bloomington, and he has a master’s degree in English from the University of Chicago.

Russell A. Willis III, J.D., LL.M.
Planned Gift Design Services
https://www.plannedgiftdesign.com
1042 East Lester Street
Tucson, AZ  85719-3543

314.566.3386
rawillis3@plannedgiftdesign.com