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, February 1, 2024

5:30 PMPre-Seminar Reception

Sponsored by Perkins & Co. 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 1/5/2024, please contact [email protected]

Friday, February 2, 2024 - Agenda Coming Soon

7:30 AMRegistration and Continental Breakfast

Ballroom Level
Sponsored by Buckingham Strategic Wealth

Check in and register for CE credits.

8:00 AMOpening Remarks

Grand Ballroom, Ballroom Level

8:15 AM - 9:15 AMSession 1: Title TBD

Samuel G. Donaldson, Professor, Georgia State University

9:20 AM - 10:20 AMSession 2:

10:20 - 10:35 AMNetworking Break

Ballroom Level

10:35 AM - 11:35 AMSession 3: Not Too Rich, Not Too Poor: Goldilocks Planning for the Middle-Rich Clients Who Need Our Help

Turney Berry, Partner, Wyatt, Tarrant & Combs, LLP

11:35 AM - 12:20 PMSeated Lunch - Pavilion Room (Mezzanine Floor)

Sponsored by Allen Trust Company

12:20 - 1:05 PMDessert Networking Break

Ballroom Level
Sponsored by US Bank Private Wealth Management

Come on back 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: 5 Key Financial Planning Trends that Impact Charitable Giving

Ballroom
Juan Ros, CFP®, AEP®, CEPA | Financial Advisor
Forum Financial Management

1:05 - 2:05 PMConcurrent Session 5: Planning for Unique and Problematic Assets

Pavillion Room
Wendy Goffe, Partner, Stoel Rives

2:05 PM - 2:30 PMNetworking Break

Ballroom Level

2:30 PM - 3:30 PMSession 6: Oregon and Washington State Updates

Susan Gary, University of Oregon and Karen Boxx, University of Washington

3:30 PM - 3:45 PMNetworking Break

Ballroom Level

3:45 PM - 5:00 PMSession 7: Federal Updates

Samuel G. Donaldson, Professor, Georgia State University

5:00 PM - 6:00 PMClosing Reception

Sponsored by Ferguson Wellman. Join us on the ballroom level 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.

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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