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.


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