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Time: 4-7 p.m. (presentation 4:30-6 p.m.)

Location: The Nines Hotel
525 SW Morrison Street
Portland, OR 97204

Questions? Contact: Geneva Granatstein, 206.223.7720

Topics

  • Tax
  • Trusts & Estates

Related People

  • Jeff (Brecht) Duncan
  • Gary M. Kirk
  • Janet Knauss Larsen
  • Mary Lee Moseley

Related Practices & Industries

  • Business Transitions
  • Private Investment Funds
  • Tax
  • Private Client Services
March 22, 2018Event / CLE

Perfect Raincoats: Planning for Changing Seasons

Lane Powell Beneficiaries & Brews Seminar | Portland, Oregon

You're invited to join Lane Powell's Trusts & Estates Team on Thursday, March 22 for our annual Beneficiaries & Brews event in Portland. Join us for libations and more casual conversations before and after the presentation.

Topics:

  • Select Tidbits From 2017 Federal Tax Legislation by Gary Kirk
  • Best Practices: What to Do if You Suspect a Vulnerable Adult Is Being Financially Exploited by Jeff Duncan Brecht
  • So You Want to Invest in a Private Fund? Trustee Considerations by Lauren DeMasi
  • Non Judicial Settlement Agreements: A Tool to Prevent Litigation and Resolve Disputes by Janet Larsen
  • Planning for Exit: What Wealth Advisors and Financial Planners Need to Know About Business Succession by Jeff Bird

Before proceeding, please note:  If you are not a current client of Lane Powell PC, please do not include any information in this email that you or someone else considers to be confidential or secret in nature.  Prior to the establishment of a lawyer-client relationship, unsolicited emails from non-clients containing confidential or secret information cannot be protected from disclosure.

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