Coming up in February…
COMPLIMENTARY SEMINAR SERIES
Samuels Yoelin Kantor LLP’s seminar series helps keep our clients and colleagues informed on recent developments and industry best practices. The seminars typically take place in our beautiful, state-of-the-art conference room on the 38th floor of the US Bancorp Tower. Seminars are complimentary. Participants qualify for (1) Continuing Professional Education (CPE) credit. To register, please use the links below or call us at 503-226-2966. Seating is limited, so be sure to contact us soon!
February 2012 Seminars:
- Understanding and Assessing Testamentary Capacity in Oregon
- Famous and Infamous Wills
- Estate Planning in Oregon
UNDERSTANDING AND ASSESSING TESTAMENTARY CAPACITY IN OREGON
Thursday, February 2, 2012
12 NOON – 1:30 P.M.
at Samuels Yoelin Kantor LLP offices
Complimentary lunch will be served
Presented by Anthony Dal Ponte, Eric Wieland and Dr. Leeza Maron
The topic of testamentary capacity presents challenging and complex issues, especially given the fact that the courts seek definitive answers while the medical community is more inclined to provide answers based on probabilities.
Estate planners, fiduciaries and trustees will all benefit from this discussion of what the courts look for in terms of capacity, and how attorneys and others can assess testamentary capacity when working with clients. Dr. Leeza Maron, OHSU Assistant Professor and Licensed Psychologist, will discuss the basics of neuropsychological assessment and its role in estate planning — and how it can be used during trial.
To register for this seminar, contact events@samuelslaw.com or call us at 503-226-2966.
FAMOUS AND INFAMOUS WILLS
Monday, February 6, 2012
6:30 P.M. at ClubSport
Presented by Michael Walker and Glen Goland
Learn from the missteps of the rich and famous about estate planning. How DID Jackie Kennedy, Elvis Presley, Marilyn Monroe, Heath Ledger and Anna Nicole Smith divide up their wealth? This fascinating seminar may even motivate you to make 2012 the year you put your own estate and financial plans in order. We’ll discuss the scandalous estates of the rich and famous, and present three simple steps you can take to get your own estate in order.
This seminar is being held "off-site" at ClubSport in Tualatin. If you’d like to attend this complimentary seminar as a guest of Samuels Yoelin Kantor LLP, please contact us at events@samuelslaw.com or 503-226-2966. Or, if you’re a ClubSport member, you can register at the club’s activities desk or by calling 503-968-4555.
ESTATE PLANNING: THREE IMPORTANT DOCUMENTS THAT EVERY OREGONIAN SHOULD HAVE
Wednesday, February 15, 2012
7:30 – 9:00 A.M.
at Samuels Yoelin Kantor LLP offices
Light refreshments will be served
Presented by Eric Wieland and Glen Goland
The first part of a year-long Estate Planning seminar series, this session will introduce the class to the basics of wills, powers of attorney and the Oregon healthcare directive.
We’ll talk about some of the factors you should consider when executing these documents and explain the powers that are granted in each one. We’ll also discuss the different ways that property can be transferred at death, and we’ll outline the probate process from start to finish.
To register for this seminar, contact events@samuelslaw.com or call us at 503-226-2966.
