Document Library

File Name Date Added
CAFFERATA Dusting Off the Old Charitable Remainder Trust Outline (2015 Annual Seminar) 01/29/2015
2018 Annual Seminar - Save the Date 09/21/2017
Annual Seminar Brochure 10/30/2015
The Oregon Fiduciary Handbook 07/13/2016
BOXX Washington Updates (2015 Annual Seminar) 01/29/2015
Bylaws (2017) 07/07/2017
Annual Seminar Sponsorship Levels 10/06/2015
Dealing with the Death of a Loved One 07/13/2016
BART Decanting - Refining a Vintage Trust (2015 Annual Seminar) 01/29/2015
Jeff Kummer MP3
Kummer.mp3 (125710K)
02/02/2017
Annual Seminar Sponsorship Form 10/06/2015
Allen Trust Ad 02/11/2016
Annual Seminar Brochure 11/17/2014
Susan Gary MP3
Gary.mp3 (65822K)
02/02/2017
David Handler Written Materials 04/08/2015
Notable Developments of Interest to Estate Planners by Turney Berry 02/03/2016
Karen Boxx MP3
Boxx.mp3 (74685K)
02/02/2017
"Tax Legislative Update" PowerPoint 03/12/2015
Estate Planning and Divorce: Selected Issues by Jeremiah Doyle 02/03/2016
November Meeting Announcement 10/24/2014
2017 Annual Estate Planning Binder 01/25/2017
"Tax Legislative Update" Outline 03/12/2015
Using Philanthropy Creatively (Slides) by Jane Searing 02/03/2016
2015 Annual Seminar "Save the Date" 10/17/2014
2017 Annual Seminar - Mark Parthemer Outline 01/19/2017
2015 Annual Seminar Certificate of Attendance 02/16/2015
What's Hot in Oregon? Recent Developments in Estate Planning by Nancy Shurtz 02/03/2016
The Oregon Fiduciary's Handbook Order Form 05/27/2014
2017 Annual Seminar - Michele McKinnon Outline 01/19/2017
LEE Venn Diagrams Slides (2015 Annual Seminar) 01/29/2015
Using Philanthropy Creatively by Jane Searing 02/03/2016
Dealing with the Death of a Loved One Order Form 05/27/2014
2017 Annual Seminar - David Kummer Outline 01/19/2017
LEE Venn Diagrams Outline (2015 Annual Seminar) 01/29/2015
New Developments in Retirement Distributions by Theodore Sarenski 02/03/2016
Membership Process 11/19/2015
JANSEN So You Think You Know Everything About Income Taxation of Life Slides (2015 Annual Seminar) 01/29/2015
Washington Probate and Trust Law Update by Mark Roberts 02/03/2016
2017 Annual Seminar - Beth Shapiro Kaufman Outline 01/19/2017
JANSEN So You Think You Know Everything About Income Taxation of Life (2015 Annual Seminar) 01/29/2015
Let My Trustees Go! Planning to Minimize or Avoid Oregon and Other State Income Taxes on Trusts (Sl 02/03/2016
2017 Annual Seminar - Susan Gary Outline 01/19/2017
GOFFE Estate Planning for Non-Traditional Families (2015 Annual Seminar) 01/29/2015
Let My Trustees Go! Planning to Minimize or Avoid Oregon and Other State Income Taxes on Trusts by 02/03/2016
2017 Annual Seminar - Richard Franklin / Richard Law Outline 01/19/2017
DONALDSON Federal Tax Update (2015 Annual Seminar) 01/29/2015
Practical Tax and Estate Planning for Noncitizens Who Reside in the United States by M. Read Moore 02/03/2016
2017 Annual Seminar - Karen Boxx Outline 01/19/2017
CLINE/NEWCOMB Oregon Updates 2 (2015 Annual Seminar) 01/29/2015
Annual Seminar Order Form 12/28/2015
2017 Annual Seminar Brochure 11/21/2016
CLINE/NEWCOMB Oregon Updates 1 (2015 Annual Seminar) 01/29/2015
Annual Seminar Save the Date 12/28/2015
Young Professionals Event Invitiation 10/04/2016
CAFFERATA Dusting Off the Old Charitable Remainder Trust Slides (2015 Annual Seminar) 01/29/2015
Application for Membership Rev 11-2015 11/19/2015
Young Professionals Event 10/04/2016