Document Library

Categories

Council Documents

Document Name Date Added
2017 Annual Seminar Brochure 2016-11-21
2019 Annual Seminar - McKinnon Outline 2019-01-29
CLINE/NEWCOMB Oregon Updates 2 (2015 Annual Seminar) 2015-01-29
2018 Annual Seminar Brochure 2017-11-29
Annual Seminar Order Form 2015-12-28
Young Professionals Event Invitiation 2016-10-04
2019 Annual Seminar - Law Outline 2019-01-29
CLINE/NEWCOMB Oregon Updates 1 (2015 Annual Seminar) 2015-01-29
YPE Invitation 2017-10-24
Annual Seminar Save the Date 2015-12-28
Young Professionals Event 2016-10-04
2019 Annual Seminar - Goffe Outline 2019-01-29
CAFFERATA Dusting Off the Old Charitable Remainder Trust Slides (2015 Annual Seminar) 2015-01-29
Young Professionals Invitation 2017 2017-10-16
Application for Membership Rev 11-2015 2019-02-18
The Oregon Fiduciary Handbook 2016-07-13
2019 Annual Seminar - Donaldson Outline 2019-01-29
CAFFERATA Dusting Off the Old Charitable Remainder Trust Outline (2015 Annual Seminar) 2015-01-29
2018 Annual Seminar - Save the Date 2017-09-21
Annual Seminar Brochure 2015-10-30
Dealing with the Death of a Loved One 2016-07-13
2019 Annual Seminar - Aghdami Slides 2019-01-29
BOXX Washington Updates (2015 Annual Seminar) 2015-01-29
Bylaws (2017) 2017-07-07
Annual Seminar Sponsorship Levels 2015-10-06
Allen Trust Ad 2016-02-11
2019 Annual Seminar - Aghdami Outline 2019-01-29
BART Decanting - Refining a Vintage Trust (2015 Annual Seminar) 2015-01-29
Jeff Kummer MP3
Kummer.mp3 (125710K)
2017-02-02
Annual Seminar Sponsorship Form 2015-10-06
Notable Developments of Interest to Estate Planners by Turney Berry 2016-02-03
2019 Annual Seminar Brochure 2018-10-18
Annual Seminar Brochure 2014-11-17
Susan Gary MP3
Gary.mp3 (65822K)
2017-02-02
David Handler Written Materials 2015-04-08
Estate Planning and Divorce: Selected Issues by Jeremiah Doyle 2016-02-03
November Meeting Announcement 2014-10-24
Karen Boxx MP3
Boxx.mp3 (74685K)
2017-02-02
"Tax Legislative Update" PowerPoint 2015-03-12
Using Philanthropy Creatively (Slides) by Jane Searing 2016-02-03
2015 Annual Seminar "Save the Date" 2014-10-17
2017 Annual Estate Planning Binder 2017-01-25
"Tax Legislative Update" Outline 2015-03-12
What's Hot in Oregon? Recent Developments in Estate Planning by Nancy Shurtz 2016-02-03
The Oregon Fiduciary's Handbook Order Form 2014-05-27
2017 Annual Seminar - Mark Parthemer Outline 2017-01-19
2015 Annual Seminar Certificate of Attendance 2015-02-16
Using Philanthropy Creatively by Jane Searing 2016-02-03
Dealing with the Death of a Loved One Order Form 2014-05-27
2017 Annual Seminar - Michele McKinnon Outline 2017-01-19
LEE Venn Diagrams Slides (2015 Annual Seminar) 2015-01-29
New Developments in Retirement Distributions by Theodore Sarenski 2016-02-03
Membership Process 2019-02-18
2017 Annual Seminar - David Kummer Outline 2017-01-19
Application for Membership 2019-02-18
LEE Venn Diagrams Outline (2015 Annual Seminar) 2015-01-29
Washington Probate and Trust Law Update by Mark Roberts 2016-02-03
2017 Annual Seminar - Beth Shapiro Kaufman Outline 2017-01-19
2019 Annual Seminar - Wolven Outline 2019-01-29
JANSEN So You Think You Know Everything About Income Taxation of Life Slides (2015 Annual Seminar) 2015-01-29
Let My Trustees Go! Planning to Minimize or Avoid Oregon and Other State Income Taxes on Trusts (Sl 2016-02-03
2017 Annual Seminar - Susan Gary Outline 2017-01-19
2019 Annual Seminar - Trytten Slides 2019-01-29
JANSEN So You Think You Know Everything About Income Taxation of Life (2015 Annual Seminar) 2015-01-29
Let My Trustees Go! Planning to Minimize or Avoid Oregon and Other State Income Taxes on Trusts by 2016-02-03
2017 Annual Seminar - Richard Franklin / Richard Law Outline 2017-01-19
2019 Annual Seminar - Trytten Outline 2019-01-29
GOFFE Estate Planning for Non-Traditional Families (2015 Annual Seminar) 2015-01-29
2017 Annual Seminar - Karen Boxx Outline 2017-01-19
2019 Annual Seminar - McKinnon Slides 2019-01-29
DONALDSON Federal Tax Update (2015 Annual Seminar) 2015-01-29
Practical Tax and Estate Planning for Noncitizens Who Reside in the United States by M. Read Moore 2016-02-03

2018 Annual Seminar

Document Name Date Added
Gold Sponsor - Union Bank 2018-02-08
Gold Sponsor - U.S. Bank 2018-02-08
Gold Sponsor - Ferguson Wellman 2018-02-08
West Materials 2018-02-07
West Slides 2018-02-05
Gary Materials 2018-02-05
Doyle Slides 2018-02-05
Turney Berry MP3 2018-02-26
Doyle Materials 2018-02-05
Stuart Bear MP3 2018-02-26
Donaldson Materials - 1 2018-02-05
Sam Donaldson MP3 2018-02-26
Donaldson Materials - 2 2018-02-05
Jeremiah Doyle MP3 2018-02-26
Clontz Materials 2018-02-05
Karen Boxx MP3 02.26.18 2018-02-26
Boxx Materials 2018-02-05
Susan Gary MP3 2018-02-26
Berry Materials 2018-02-05
Bryan Clontz MP3 2018-02-26
Bear Materials 2018-02-05
2018 Annual Seminar - Attendance Roster 2018-02-12
Ads - Silver 2018-02-05
West Slides (UPDATED) 2018-02-08
Ads - Bronze 2018-02-05