Estate Planning in Today’s Tax and Legal Environment

headshot of ted simpson

Presenter: Ted Simpson

New portability rules, decoupling of Oregon and Federal Estate Tax, the demise of DOMA, and new trust laws in other jurisdictions make estate planning in today’s legal environment very complex for Oregonians and Washingtonians. Ted will walk you through several scenarios of how planning is done under this new environment as part of the day long OSCPA Retirement Planning Conference. To find out more, visit the OSCPA website.