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Estate Planning & Administration
Administering the Taxable Estate
“But in this world, nothing can be said to be certain, except death and taxes.” —Benjamin Franklin
Spend the day with estate planning experts who can help you understand tax intricacies and twists when it comes to estate planning. Take a look at the Oregon inheritance tax, including how it is calculated the impact of lifetime taxable gifts, and making Oregon elections. Discover income tax traps with the marital formula clause and drafting tips. Gain a unique perspective as a former IRS estate tax attorney explains “How to Mess up an Estate Plan.” A panel on fiduciary investing explores misconceptions about investing and managing assets in a volatile market, as well as Uniform Prudent Investor Act requirements and case law. Receive an update on recent relevant Oregon legislation and cases. To round out the topics, two ethics experts discuss the intersection of legal ethics and estate planning.
6 General CLE credits and 1 Ethics credit
