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. CPA 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!+ Export Events
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March is almost upon us. That means Spring is coming. And so is Spring cleaning. It’s time for your clients to dust off their estate plans.
Join attorneys Eric Wieland and Anastasia Yu Meisner for an overview and discussion about the importance of having clients review their estate plans. Their “Estate Plan Checklist” will cover topics such as:
- Does your client understand their estate plan?
- Do your client’s supporting documents (Advanced Directives, Powers of Attorney, etc.) meet their needs?
- Are the nominated fiduciaries (Personal Representative, Guardian, Conservator, Trustee, Agent) still appropriate?
- Are the Beneficiary Designations up to date and complete?
This is part one of a two part series regarding estate planning. This first discussion centers around the "today". The second will focus on the future.Find out more »