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