Estate & Trust Conference - Portland
Embassy Suites by Hilton Portland Washington Square
9000 SW Washington Square Rd
Tigard, OR
97223
8.0 Credits
Member Price $315.00
Non-Member Price $395.00
Overview
Hear the latest on estate planning issues that impact you and your clients.
We encourage in-person attendance to maximize engagement, interaction, and networking. If you're unable to attend onsite, a live webcast option is available.
CLE-OR: Pending Approval
CFP: Pending Approval
A special thank you to the members of the Estate & Trust Project Committee for developing the 2026 conference.
Highlights
- Estate & Trust Update, Wealth Transfer, OBBBA & More with Steve Siegel
- Federal vs Oregon Comparison
- Natural Resource Exclusion
- Gift Tax & GSTT
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 $395.00
Member Price $315.00