Tax Planning for the Taxable Estate
Date: Wednesday, April 16th 2014
Location: White Stag Building Room 142/144, 70 NW Couch St, Portland
Note: This class is co-sponsored by UO Law and will be held at the White Stag Building in Room 142/144, 70 NW Couch St, Portland.
The CLE will detail how to assess a client's exposure to Federal Estate and Oregon Inheritance Tax regimes, as well as the client's exposure to gift, GST and other transfer taxes. There will also be a presentation on income tax planning for clients whose estates are not subject to transfer taxes, and a corresponding see-through trust form. John Christianson, Gevurtz Menashe, Helen Pruitt, Wyse Kadish and J. Mack Shively, Attorney at Law will lead a discussion on common planning techniques, such as the use of different trusts to create tax efficient plans.