This year’s advanced estate planning seminar explores topics that are key to a successful estate planning practice. Learn apportionment planning tips and pitfalls surrounding federal and Oregon estate taxes. Review the past and present of the IRS federal estate tax program and take a look at the program’s future. Popular S corporation estate planning techniques and income tax considerations are examined, as well as asset protection options. Planning for married clients? Acquire tools for crafting simpler plans and building in flexibility for estate and income taxes. Gain 30 great estate planning and administration ideas in 60 minutes. Also, take a look at the legal ethics issues estate planning attorneys face.
Cosponsored by the Estate Planning and Administration Section.
6 General CLE credits and 1 Ethics credit
Download course materials (PDF)
Download MCLE recordkeeping form