47th Estate Planning Seminar
Nationally Renowned Speakers, Important Topics
Turney Berry, J.D.
Nothing Succeeds Like Successful Succession
Bryan Clontz, CFP, CLU, ChFC, CAP, AEP
Gifting Non-Cash Assets
Karen E. Boxx, J.D.
Washington Estate Planning Updates
Susan N. Gary, J.D.
Oregon Estate Planning Updates
Stuart Bear, J.D.
I have It Because Mom Liked Me the Best:
How to Help Protect Vulnerable Seniors From Financial Exploitation
Jeremiah Doyle, J.D., LL.M
Income Tax Consequences of Funding Bequests
Laura West, J.D.
Estate Planning for US and Canadian Assets
Sam Donaldson, J.D., LLM
Federal Tax Updates for Estate Planners
- Ads - Bronze
- Ads - Silver
- Bear Materials
- Berry Materials
- Boxx Materials
- Clontz Materials
- Donaldson Materials - 2
- Donaldson Materials - 1
- Doyle Materials
- Doyle Slides
- Gary Materials
- West Slides
- West Materials
- Gold Sponsor - Ferguson Wellman
- Gold Sponsor - U.S. Bank
- Gold Sponsor - Union Bank
- West Slides (UPDATED)
- 2018 Annual Seminar - Attendance Roster