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CONTACT HOST
Primary Contact:
Emee Pumarega, CMP
Email | 503-284-6756

Event Coordinator:
EJP Admin
 
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49th Annual Estate Planning Seminar
49th Annual Estate Planning Seminar
Fri, January 24, 2020 @ 08:00 AM — 06:00 PM (PST)
THIS EVENT IS 100% FREE!

Nationally-recognized speakers - Important topics!


Join us January 24, 2020 for the region's largest and most important continuing education event for professionals in the estate planning field.


For more information and full pricing details, please click the three-line menu at the top left to expand additional pages.


ADVANCE REGISTRATION IS NOW CLOSED. WALK-IN REGISTRATION IS WELCOME ON THE DAY OF THE EVENT

AND IS THE SAME PRICE AS REGULAR REGISTRATION.


Seminar Tuition:

Before December 24, 2019: (Early Bird Registration)


For Members of Estate Planning Council of Portland, Inc: $249


For Non-Members: $299


After December 24, 2019: (Regular Registration) 


For Members of Estate Planning Council of Portland, Inc: $300


For Non-Members: $325

Registration: Closed
Event Date
JAN
24
FRIDAY
8:00 AM to 6:00 PM (PST)
Registration Closes
JANUARY 18, 2020 @ 12:05 AM
Location
Address
Oregon Convention Center
777 NE MLK Jr Blvd
Portland, OR  USA
The event is held in the Portland Ballroom, on the 2nd floor on the south side of the building (farthest from MAX). The breakout session is in room F150-151 directly below the ballroom on the first floor.
Summary Agenda
MAIN AGENDA
 
Thursday, January 23
  12:00 PM to 6:00 PM
Gold and Silver Sponsor Exhibit Setup Time
  5:30 PM to 7:30 PM
Thursday Pre-Seminar Reception at The Heathman Hotel - Invite Only
 
Friday, January 24
  6:00 AM to 8:00 AM
Exhibitor Set Up
  7:00 AM to 8:00 AM
Continental Breakfast hosted by US Bank
  7:00 AM to 4:00 PM
Registration
  8:00 AM to 8:15 AM
Welcome and Opening Remarks
  8:15 AM to 9:30 AM
Estate Planning & Trust Management in a Brave New World It’s All in the Family…What’s a Family? - Hugh Magill, Northern Trust Company
  9:30 AM to 10:45 AM
Don’t Skip a Skip! GST Tax Reporting Pitfalls and Pointers - Julie M. Kwon, McDermott Will & Emery LLP
  10:45 AM to 11:00 AM
Break
  11:00 AM to 12:15 PM
Tax and Estate Planning for Global Entrepreneurs & Private Companies - Lucy Lee, Greenberg Traurig LLP
  12:15 PM to 1:00 PM
Networking Lunch Sponsored by Union Bank
  1:00 PM to 1:30 PM
Dessert in Exhibit Hall
  1:30 PM to 2:30 PM
20 'Favorite' Life Insurance Planning Mistakes - Lawrence Brody | Bryan, Cave, Leighton, Paisner
  1:30 PM to 2:30 PM
Playing with Matches: Avoiding the Trustee Risks You Didn't Know Existed - Lauren Wolven, Levenfeld Pearlstein, LLC
  2:30 PM to 3:00 PM
Networking Break
  3:00 PM to 4:00 PM
Oregon and Washington Updates - Susan Gary (University of Oregon Law) & Karen Boxx (University of Washington Law)
  4:00 PM to 5:00 PM
Federal Updates - Sam Donaldson, Georgia State University
  4:30 PM to 6:00 PM
Reception hosted by Ferguson Wellman
Featured Speakers
Attendee Materials
Registrants - Download Attendee Packet Here
MATERIALS
Julie Kwon
McDermott Will & Emery LLP
SPEAKER
Karen Boxx
Professor of Law, University of Washington
SPEAKER
Lauren Wolven
Levenfeld Pearlstein, LLC
SPEAKER
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