ESTATE PLANNING COUNCIL OF PORTLAND, INC.

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

BROCHURE