Estate Tax and Related Estate Planning Issues in Oregon (4 hours - morning) – Webcast

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May 20, 2021

Registration: 7:30 AM / Program: 8:00 AM - 11:45 AM Pacific Time

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

There have been a number of changes in Oregon law, as well as changes in the federal law that impact estate planning in Oregon. The speakers will unwind the complicated changes in the law and address the nuances that affect proper planning for Oregon clients and their families.

Designed For

Practitioners who are engaged in estate and tax planning for clients, their businesses, and their families.

Objectives

To address the changes in the federal and state law that affect estate tax planning in Oregon.

Major Subjects

  • Changes in the Oregon estate tax law  
  • Differences between the federal and Oregon law and how to deal with those differences   
  • Recent legislative changes affecting estate planning in Oregon   
  • Spousal elective share rules   
  • Portability in Oregon   
  • Natural resource exclusion   
  • Recent cases involving estate planning in Oregon 

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.


Leaders

Walker Clark

A focused and driven attorney, Walker Clark believes in working directly with his clients to best meet their needs. A member of the Washington and Oregon State Bars, Walker assists his clients in the areas of Estate Planning, Trust and Estate Administration, Taxation, and Business Planning.

After graduating from the University of Oregon with a degree in Political Science, Walker spent two years working for a local law firm, where he assisted with pleadings, hearings, and trial prep on a day to day basis. He went on to earn his law degree from the University of Oregon School of Law, earning certificates of mastery in taxation and estate planning along the way. After completing his law degree, Walker obtained an LL.M. in Taxation from the University of Washington School of Law.

Outside of work, Walker enjoys spending time with his family and is an avid supporter of the Portland Trail Blazers and Oregon Ducks.

(8/19/19)

Eric Wieland

Eric

Eric Wieland puts his mastery of tax law and sharp attention to detail to work in the areas of estate planning, business planning, taxation, and trust and estate administration. The belief that no two clients are alike and no set of legal circumstances or objectives are the same is at the heart of his specialized, individual approach.

Eric’s work representing clients before the Internal Revenue Service in examinations, administrative appeals, and collection proceedings as a student attorney in the University of Washington’s Low Income Taxpayer Clinic honed his skills in negotiation, client counseling, and written and oral advocacy.

After graduating with honors from the University of Portland with a degree in Business Administration, Eric earned a Master of Arts in Teaching while participating in the Pacific Alliance for Catholic Education volunteer program associated with AmeriCorps and spent two years as a high school and middle school teacher and coach. He earned his law degree from the University of Missouri-Columbia School of Law where he was awarded Order of Barristers. He then achieved a LL.M. in Taxation from the University of Washington School Of Law. He is licensed to practice law in Oregon and Missouri.

(8/19/19)