Tax Planning for the Taxable Estate
Date: Wednesday, April 16th 2014
Location: White Stag Building Wayne Morse Suite, 70 NW Couch St, Portland
Note: This class is co-sponsored by UO Law and will be held at the White Stag Building in the Wayne Morse Suite, 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. 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.