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Estate Planning / Administration Specialty Group

  • 16 Jan 2018
  • 12:00 PM - 1:00 PM
  • Stoel Rives LLP 760 SW Ninth Avenue, Suite 3000

MEETING NOTICE FOR

ESTATE PLANNING/ADMINISTRATION SPECIALTY GROUP

CONTACT:  

Lori Kovacevic: lori.kovacevic@stoel.com or (503) 294-9857

or

Leisa Harvard: leisa.harvard@stoel.com.com or (503) 294-9556

Date:

Tuesday, January 16, 2018

 

Place:

Stoel Rives LLP

760 SW Ninth Avenue, Suite 3000

Portland, OR 97205

If you cannot attend in person, you may attend via phone conference by calling 1-800-308-3580; Passcode:  503-294-9185

Time:         

NOON to 1:00 p.m.

Topic:

Revocable Living Trusts

  • Traditional Estate Planning vs. Revocable Trust Planning
  • Credit Shelter Trusts
  • Marital Deduction Trusts
  • Qualified Terminable Interest Trusts (QTIPs)
  • Drafting Tips and Samples
  • Common Mistakes to Avoid

Speaker:

Susan B. Bock, Of Counsel

Stoel Rives LLP

This is a brown bag lunch meeting.  Beverages will be provided.  Please confirm your attendance by contacting Lori or Leisa at the contact information listed above.

If you will be attending the meeting via telephone, please let us know in advance so we can provide you with a copy of the handouts prior to the meeting.

We look forward to hearing from and seeing you!




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Address:

PO Box 28264

Portland, Oregon 97228

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