to the Estate Planning Council of Portland’s website. We are a non-profit organization with the objective of providing professional education to further the estate planning knowledge of our members. Our membership is comprised of Estate Planning Attorneys, Trust Officers, Certified Public Accountants, Chartered Life Underwriters, Certified Financial Planners, Chartered Financial Consultants, and others actively participating in estate planning matters in Oregon and southwest Washington.
Education is provided through six Mini-Seminars hosted throughout the year and an Annual Seminar which is full day and includes many national speakers. Non-members may attend Mini-Seminars as guest of members and the Annual Seminar is open to everyone.
46th ANNUAL ESTATE PLANNING SEMINAR
Friday, January 20, 2017
Oregon Convention Center
Nationally Renowned Speakers, Important Topics
Paul S. Lee, J.D., LLM
Modern Uses of Partnerships in Estate Planning
Jonathan Traub, J.D.
Post-Election Tax Policy Update
Karen E. Boxx, J.D.
Washington Estate Planning Updates
Susan N. Gary, J.D.
Oregon Update: A Review of 2016 Cases and Legislation
Mark Parthemer, J.D.
Trustee Selection Minefield: Tax and Non-Tax Issues
Michele A.W. McKinnon, J.D., LL.M
Charitable Remainder and Charitable Lead Trusts:
The Rules and Creative Planning Opportunities
in the Current Tax and Economic Environment
Lester B. Law, J.D., LL.M.
Richard Franklin, J.D., LL.M
Never Pay Estate Taxes: The Annual Taxable Gifts Approach with a CLAT Remainder
Beth Shapiro Kaufman, J.D.
Recent Federal Tax Updates