Estate and Gift Tax Planning in an Environment Without a One Size Fits All Approach

$30 for MBA members | $50 non-members 

The federal lifetime exemption amount is at an all-time high and individuals can currently transfer, either during life or at death, $11.58 million of value and not pay any federal transfer taxes. However, Oregon has an estate tax that allows for an individual to transfer only $1 million at death without paying Oregon estate taxes. The difference between federal and Oregon specific planning is important and many clients who think they don’t have to worry about federal estate taxes are surprised to learn about Oregon estate taxes. Attorneys must know how Oregon estate tax planning impacts their clients and how to plan for their clients’ total tax situation, including income tax planning. Join our speaker, Jonathan Cavanagh, partner at Cable Huston LLP, for this informative class.

Seminar participation is available by remote attendance only via Zoom, a live videoconferencing software. You do not need to have a Zoom account in order to access the seminar and may attend using your computer or telephone. Additional information will be provided to registrants.

For more information: Contact Justice Brooks, Cable Huston LLP, at 503.973.0653. For registration questions, contact the MBA at mba@mbabar.org.
 

Date & Time
Wednesday, August 19, 2020, 3:00pm-4:00pm
Location
Remote attendance only via Zoom
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