Tuition and Fees (Read the full Seminar FAQ here.)


Before January 3, 2025: (Early Bird Registration)

For Members of Estate Planning Council of Portland, Inc: $289

For Non-Members: $339


After January 3, 2025: (Regular Registration)

For Members of Estate Planning Council of Portland, Inc: $339

For Non-Members: $389


Materials: (Must be ordered by January 10, 2025)


Binder: $80 with Seminar registration, $100 without

USB Drive: $30 with Seminar registration, $50 without

Downloadable materials without Recordings: $0 with Seminar registration, $95 without

Recordings (comes with Downloadable Materials): $0 with Seminar registration, $289 without


All physical materials WITH seminar registration MUST be picked up at the seminar. Otherwise they will be charged at the higher price if shipped after the event. No shipping of materials will take place before the seminar day. 


Speakers

Samuel A. Donaldson, JD, LLM Professor, Georgia State University

Federal Tax Update

Daniel Smith, SWS, CFP Executive Vice President, Cannon Financial Institute

Planning for OR/WA Taxable Estate/Modest

Estates

Michael Gregory ASA, CVA Founder, Michael Gregory Consulting, LLC.

Estate & Gift Valuation and IRS Audits

Tiffany House CAP®, CEPA, FCEP President, Tax & Estate Strategy

Smart Planning for Real Estate Assets

Kenneth J. Kies Managing Director, Federal Policy Group

Connelly Decision and Ramifications

Paul S Lee J.D., LL.M. Chief Tax Strategist, Northern Trust Company

Practical Partnership Solutions to Common Client

Situations

Samuel A. Donaldson, JD, LLM Professor, Georgia State University

Now What? Planning in a Post-Election, Pre-

Sunset World

AGENDA

Thursday, January 30, 2025

5:30 PMPre-Seminar Reception

This is an invitation-only reception for Seminar Sponsors, Speakers, and the Estate Planning Council of Portland Seminar Planning Committee and Board of Directors and their invited guests. If you expected an invitation but have not received it by 1/3/2025, please contact [email protected]

Friday, January 31, 2025

7:30 AMRegistration and Continental Breakfast

Check in and register for CE credits.

8:00 AMOpening Remarks

8:15 AM - 9:15 AMSession 1: Federal Tax Update

Samuel A. Donaldson, JD, LLM
Professor, Georgia State University

9:20 AM - 10:20 AMSession 2: Practical Partnership Solutions to Common Client Situations

Paul S Lee J.D., LL.M.
Chief Tax Strategist, Northern Trust Company

10:20 - 10:35 AMNetworking Break

10:35 AM - 11:35 AMSession 3:Estate & Gift Valuation and IRS Audits

Michael Gregory ASA, CVA
Founder, Michael Gregory Consulting, LLC.

11:35 AM - 12:20 PMSeated Lunch

Sponsored by Allen Trust Company

12:20 - 1:05 PMDessert Networking Break

Sponsored by US Bank Private Wealth Management

Come to the Exhibit Hall area after lunch and visit with our sponsors. Make sure to enter the door prize drawings and leave a mobile phone number so you can be contacted if you win! Winners will be announced at the final coffee break at 3:30 pm.

1:05 PM - 2:05 PMConcurrent Session 4: Smart Planning for Real Estate Assets

Tiffany House CAP®, CEPA, FCEP
President, Tax & Estate Strategy

1:05 - 2:05 PMConcurrent Session 5: Connelly Decision and Ramifications

Kenneth J. Kies
Managing Director, Federal Policy Group

2:05 PM - 2:30 PMNetworking Break

2:30 PM - 3:30 PMSession 6: Planning for OR/WA Taxable Estate/Modest Estates

Daniel Smith, SWS, CFP
Executive Vice President, Cannon Financial Institute

3:30 PM - 3:45 PMNetworking Break

3:45 PM - 5:00 PMSession 7: Now What? Planning in a Post-Election, Pre-Sunset World

Samuel A. Donaldson, JD, LLM
Professor, Georgia State University

5:00 PM - 6:00 PMClosing Reception

Sponsored by Ferguson Wellman. Join us for cocktails and hors d'oeuvres with our sponsor. Don't forget to sign in and out for your CE.

FAQ

Frequently asked questions about the Seminar may be found at this link.

Hotel Accommodations

Coming from Outside Portland? Book your lodging at discounted rates at the official Seminar hotel.

Membership

To join the Estate Planning Council of Portland, visit the main website at https://www.epcportland.org/members/benefits.


A membership area with information and applications will also be available at the event.


About

The Portland Estate Planning Seminar is hosted by Estate Planning Council of Portland, Inc.

CANCELLATION POLICY: Refunds of tuition payments, less a processing fee of $50, will be made only if written notice of cancellation is received and acknowledged by [email protected] by 5:00 pm on Friday, January 17, 2025. There are no refunds for sponsorships or materials. Email [email protected] if you need to cancel or transfer your registration. Seminar registration may be transferred until Friday, January 17, 2025.

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