Trust and Estate Planning Seminar

headshot of ted simpsonPresenters: Ted Simpson (and others)

While the permanence of The American Taxpayer Relief Act of 2012 provides a welcome contrast to the uncertainty about exemption amounts and rates that the last 10 years provided, it also raises questions and concerns regarding whether one should rely on portability as an estate planning strategy, how one should plan for the new larger federal exemptions in light of the state exemptions, and whether the law is likely to change again. There are further issues in estate planning that are at the forefront due to the baby boomers reaching retirement age at 10,000 per day. Don’t miss this opportunity to listen as our panel of experienced estate tax specialists offer planning strategies to help your clients choose the best path in this new environment.

Join Edward L. “Ted” Simpson, of Harrang Long Gary Rudnick P.C., and Tania Gitch, CPA, Director of the Tax Department with Isler Northwest LLC, along with the outstanding faculty they have assembled at the Mark Spencer Hotel in Portland. This event, put on by the Seminar Group is available for CLE, MCLE and other certification credit. Follow these links for more information and pricing or to register online.

These topics will be covered:

  • Elder Law
  • Oregon and Washington Tax Update
  • Federal Tax Issues
  • Choice of Jurisdiction in Estate Planning
  • Business Succession Planning
  • Portability
  • Estate Planning for Same-Sex Couples