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

Event Coordinator:
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49th Annual Estate Planning Seminar
49th Annual Estate Planning Seminar
Fri, January 24, 2020 @ 08:00 AM — 06:00 PM
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, please click the three-line menu at the top left to expand additional pages.



Registration: Open
All times are Pacific Time (unless otherwise specified)
Event Date
JAN
24
FRIDAY
8:00 AM to 6:00 PM
Registration Closes
JANUARY 17, 2020 @ 5:00 PM
Location
Address
Oregon Convention Center
777 NE MLK Jr Blvd
Portland, OR  USA
Register Now
EPC MEMBERS
NON-MEMBERS
SPONSORS
Summary Agenda
MAIN AGENDA
 
Friday, January 24
  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
GST - Julie 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
  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
  1:30 PM to 2:30 PM
Fiduciary Risk Mitigation - Lauren Wolven
  2:30 PM to 3:00 PM
Networking Break
  3:00 PM to 4:00 PM
Oregon and Washington Updates - Susan Gary & Karen Boxx
  4:00 PM to 5:00 PM
Federal Updates - Sam Donaldson
  4:30 PM to 6:00 PM
Reception hosted by Ferguson Wellman
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