Trust Me Webinar Series

Donna first encountered tax issues as a teenage forestry major in a forest economics course at Oregon State University. A few educational twists and turns eventually led her to Temple Law School in Philadelphia, where she discovered her passion for tax law. She joined the tax section of a large Philadelphia law firm, Morgan Lewis, and was quickly recruited to serve as an adjunct law professor—launching a 23-year full-time teaching career.

She now holds the title of Emerita Professor of Law at Mitchell Hamline School of Law in St. Paul, MN, where she taught tax courses as well as Property, Estates and Trusts, and Food Law. (Emerita signifies she left on good terms and remains respected by the institution.) Donna began preparing tax returns as a volunteer long before computers were common in the office. Today, she owns Ash Creek Tax & Legal Services LLC in Monmouth, Oregon, providing tax preparation, estate planning, and taxpayer representation since 2016.

I am an Enrolled Agent and also work with Continuing Education for tax professionals nationwide.

Jaye E Tritz, EA, CFP ® holds a bachelor’s degree from Northwestern University and hasrecently retired from active tax practice. She was formerly a multi-unit franchise ownerwith H&R Block, having been twice honored as National Franchisee of the Year by thatcompany. During her thirty-one-year career as a tax preparer, she earned her EnrolledAgent designation in 1997 and became an NTPI Fellow in 2010. Jaye is also a CertifiedFinancial Planner and holds Series 6, 7, and 63 securities licenses. Jaye has been anationally recognized instructor and presenter for over 15 years.

Ruth Mattson, Esq. is a partner in Nixon Peabody LLP’s International Private Clients group. They guide families and individuals through the complex world of cross-border wealth. Whether working with family offices, executives, or multigenerational families, Ruth brings clarity and creativity to plans involving global mobility, international estate planning and multinational trust and estate administration. Ruth is a frequent speaker and author on international estate planning topics for the American College of Trust and Estate Counsel (ACTEC), Massachusetts Continuing Legal Education, and other professional organizations around the world. Ruth received their J.D. from Temple University Beasley School of Law in Philadelphia, Pennsylvania, and their LL.M. from Boston University School of Law’s Graduate Tax Program. They are a lecturer at Boston University School of Law, an Academician of the International Academy of Estate & Trust Law, a Fellow of ACTEC, a former co-chair of STEP New England, and a recipient of the President’s Award from the Boston Estate Planning Council.