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Estate Planning & Administration
Advanced Estate Planning
This full-day seminar is a great opportunity for estate planning practitioners to explore a variety of advanced topics. The ethics session covers fees, conflicts of interest in multiple-family representation, and working with clients who are under an actual or arguable disability. You will receive an Oregon inheritance tax update on the new $7.5 million exclusion and explore charitable planning with real estate and closely held business interests. Gain insight on tax issues, such as tax apportionment and tax clauses in documents, the proper use of marital deduction formulas, and return preparer penalties. Learn strategies for minimizing tax risks for family businesses and how to work with family business clients on important issues of succession planning and conflict resolution.
6.25 General CLE credits and .5 Ethics credit
