Estate & Trust Conference – Portland
8.0 Credits
Member Price $310.00
Non-Member Price $385.00
Overview
Hear the latest on estate planning issues that impact you and your clients.
CLE-OR: Pending Approval
CFP: Pending Approval
Thank you to the 2024 Gold Sponsor of the Estate & Trust Conference Wealth Investment Services, LLC.
Highlights
Hear the latest on estate planning issues that impact you and your clients.
Topics Include:
- Joint Trust Planning - Cost Basis Allocation
- Community Property / Common Law
- Natural Resource Credit & Natural Resource Exclusion
- Estate Tax Update & Sunsetting of Legislation
- Q & A Panel
- And More!
Designed For
CPAs and professionals involved in gift, trust, estate & trust planning and tax compliance - CPAs, attorneys, trust officers, Chartered Life Underwriters and other professionals are encouraged to attend.
Objectives
To provide an overview of recent developments and important issues in estate planning, trust planning and estate and trust reporting.
Non-Member Price $385.00
Member Price $310.00