Estate & Trust Conference - Webcast

Overview

Hear the latest on estate planning issues that impact you and your clients.

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.