VITA. EDUCATION College of William and Mary - B.A. in Mathematics/Computer Science (June 1975) - Cum Laude

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1 VITA PERSONAL Mark R. Gillett 3113 Marigold Trail Norman, OK (405) Emeritus Professor University of Oklahoma College of Law 300 Timberdell Road Norman, OK (405) EDUCATION College of William and Mary - B.A. in Mathematics/Computer Science (June 1975) - Cum Laude Arizona State University - J.D. (December 1977) - Magna Cum Laude New York University - LL.M. (Taxation) (June 1982) PROFESSIONAL EXPERIENCE Member Associations Iowa Bar Association Allbee, Gillett, Conway & Allison Muscatine, Iowa January August 1981 Partner Hirschler, Fleischer, Weinberg, Cox & Allen Richmond, Virginia August May 1983 Associate

2 Stanley, Lande, Coulter & Pearce Muscatine, Iowa June February 1987 Partner University of Oklahoma, College of Law August Present Professor PUBLICATIONS Books Fiduciary Accounting: Principles, Modern Applications, Illustrations, ALI/ABA 2010 (with Guzman, Bruns) Law Review Articles Perfecting the Special Use Election: Congress Giveth, and the Service Taketh Away, 45 Ark. L. Rev. 171 (1992) Equitable Apportionment in Oklahoma: What Hath the Courts Wrought?, 45 Okla. L. Rev. 241 (1992) The Oklahoma Estate Tax: Modest Proposals for Change, 49 Okla. L. Rev. 213 (1996) Perfecting Special Use Elections: Congressional and Treasury Evolution and Court Responses, 25 ACTEC Notes 218 (1999) (with Reilly) Managing Assets: The Oklahoma Uniform Principal and Income Act, 56 Okla. L. Rev. 1 (2003) (with Guzman) Investing Trust Assets: Prudence Redefined, 29 Okla. City U. L. Rev. 505 (2005) Computer Software Gillett Estate Management Suite ( ) (with Schmidt) (GEMS includes federal estate tax, federal gift tax, and fiduciary accounting modules. It includes state modules for California, Connecticut, Florida, Illinois, Indiana, Maryland, Massachusetts, Minnesota, New Jersey, New York, Ohio, Oregon, Pennsylvania, and Washington) Federal Estate Tax Returns: Calculation and Preparation, West Group

3 (1985) (with Gillett) (Since publication, ten additional versions have been released, each containing major enhancements) Fiduciary Accounting for Trusts and Estates, West Group (1987) (with Gillett and Schmidt) (Since publication, seven additional versions have been released, each containing major enhancements) Fiduciary Income Tax Returns: Calculation and Preparation, West Group (1989) (with Gillett and Schmidt) (Since publication, five additional versions have been released, each containing major enhancements) Fiduciary Accounting for Trusts and Estates - Virginia Edition, West Group (with Schmidt) Fiduciary Accounting for Trusts and Estates - New York Edition, West Group (with Schmidt) (1989) Federal Gift Tax Returns: Calculation and Preparation, West Group (1990) (with Gillett) (Since publication, four additional versions have been released, each containing major enhancements) Arizona Estate Tax Returns, West Group (1994) (with Gillett) Connecticut Succession Tax Returns, West Group (1993) (with Gillett) Ohio Estate Tax Returns, West Group (1993) (with Gillett) Massachusetts Estate Tax Returns, West Group (1993) (with Gillett) New Jersey Inheritance Tax Returns, West Group (1993) (with Gillett) Pennsylvania Inheritance Tax Returns, West Group (1993) (with Gillett) New York Estate Tax Returns, West Group (1994) (with Gillett) Wisconsin Estate Tax Returns, West Group (1994) (with Gillett) Other Publications Fiduciary Tax Primer, Tax School of the Iowa Bar Association, IBA/CLE Winter 1984 Grantor Trusts: Powers Retained by Grantor, Chapter D:16, Bender's Federal Tax Service (1987) Ethical and Professional Considerations in Estate Planning, Selected Topics in Estate Planning, OBA/CLE Fall 1989

4 Awards PRESENTATIONS Perfecting a Defective Special Use Election, 56 Tax Notes 1467 (1992) Substantial Compliance, the 9100 Regulations, and the Special Use Election, Probate Practice Reporter, July 1993 Steps to Prepare and File Estate Tax Returns Effectively, Estate Planning, May/June 1995 (with Stafford) Apportionment of Federal and Oklahoma Estate Taxes and Planning Considerations, Selected Topics in Estate Planning, OBA/CLE Fall 1995 Automating Your Estate Practice, ABA/CLE Summer 1999 In 1990, our software programs received the McGraw-Hill Corporate Achievement Award in the category of Editorial Excellence. Each year, the President and Chief Executive Officer of McGraw-Hill select a few products in the McGraw-Hill family to receive this award. This was only the second time that a Shepard's product received an award for Editorial Excellence. In 1992, our programs received a second McGraw-Hill Corporate Achievement Award, this time for New Product Development. The recipients of this annual award are also selected by McGraw-Hill's President and Chief Executive Officer. No other Shepard's product has received two Achievement Awards. In 1991, the Information Industry Association selected our programs as third place for its Product Achievement Award. The products were judged on innovation, market need fulfillment, technical quality, and uniqueness. ACTEC Using Technology to Draft Estate Hawaii Feb Tax Returns ABA Annual Mtg. Automating Your Estate Practice Atlanta August 1999 ACTEC Computerizing Your Estate Shangri-La May 1996 Practice Southern Calif. Computerizing Your Estate Las Vegas Est. Planning Institute Practice June 1996

5 OK Bar Assoc. Apportionment of Federal and Tulsa and OKC Oct Oklahoma Estate Taxes and Planning Considerations CT Bar Assoc. Estate Tax Return Preparation Hartford June 1993 Software Notre Dame Tax & Estate Tax Return Preparation South Bend Est. Planning Institute Software Oct ACTEC Estate Tax Return Preparation Hilton Head March 1991 Software OK Bar Assoc. Ethical and Professional Tulsa Oct Considerations in Estate Planning IA Bar Assoc. Fiduciary Tax Primer Des Moines Dec Notre Dame Tax & Est. Planning Institute Sept Form 706 Software Shootout South Bend ABA Fall Meeting Estate Management Software San Francisco Sept. 2005