Administration
2012-2013 Board of Directors -
Restated Bylaws (2011) - Restated Bylaws (February 2011)
Annual Seminar
2012 Annual Seminar Postcard - 2012 Annual Seminar Postcard
2013 Annual Seminar Save the Date -
2013 Annual Seminar Brochure - 2013 Annual Seminar Brochure
2012 Annual Seminar Brochure - 2012 Annual Seminar Brochure
Certificates of Attendance
Certificate of Attendance (November 2012) - "Preserving Family Wealth and Family Cohesiveness in a Challenging Time: Families to Implement a Family Risk Management Policy" by Patricia Annino November 14, 2012
Certificate of Attendance (September 2012) - "Tax Legislative Update on Estate, Gift, and Generation-Skipping Transfer Tax Issues" by Mark A. Prater September 11, 2012
Certificate of Attendance (May 2012) - "Funding Estate Tax Liabilities (6166, 6161, Graegin Notes)" by Stephanie Loomis-Price May 16, 2012
Certificate of Attendance (March 2013) - "How to Avoid the New 3.8% Medicare Surtax (and 20% Long-Term Capital Gains Rates) on Trusts & Why AB Trusts Need to Change to Remain Relevant Edwin P. Morrow III
Certificate of Attendance (March 2012) - "From Zoom to Doom? The Risks of Do-It-Yourself Estate Planning" by Wendy S. Goffe March 14, 2012
Councils
Seattle Estate Planning Council Annual Seminar -
National Associate of Estate Planners and Councils (NAEPC) -
Financial
National Association of Personal Financial Advisors (NAPFA) -
Financial Planning Association of Idaho -
Financial Planning Association of Northern California -
Financial Planning Association of Los Angeles -
Financial Planning Association of Arizona -
Financial Planning Association of Oregon & Southwest Washington (FPA) -
Financial Planning Association of Oregon & Southwest Washington (FPA) -
Legal
Oregon Revised Statutes — Uniform Trust Code -
Oregon State Bar — Estate Planning & Administration - From this page there are links to: • Links and resources • News and calendar • Newsletter • Pamplets • Contact us • List Serve
Revised Code of Washington — Probate and Trust Law -
Washington State Bar — Real Property, Probate & Trust Section -
California State Bar — Trusts and Estates Section -
Idaho State Bar — Taxation, Probate and Trust Law Section -
Arizona Revised Statues — Trusts, Estates and Protective Proceedings -
Publications
Dealing with the Death of a Loved One - Dealing with the Death of a Loved One Rev. 2/2013
Tax
Idaho Society of Certified Public Accountants -
California Franchise Tax Board -
Arizona Department of Revenue -
Washington Department of Revenue -
Washington Society of Certified Public Accountants (WSCPA) -
Oregon Society of Certified Public Accountants (OSCPA) -
California Society of Certified Public Accountants -
Arizona Society of Certified Public Accountants -