MacLaren & Whearty, LLP provides Educational Seminars for Basic Estate Planning, Taxable Estate Planning and Trust Funding. We will also offer our Successor Trustee Workshop and Advanced Estate Planning Technique.
The Basic Estate Planning Seminar is for friends and family of clients who are referred to us to learn the components of a solid estate plan. Attendees will be offered a complimentary office consultation to discuss their individual needs and their specific situation. This seminar is designed for folks who are not already our clients. It allows them to meet members of the law firm in an informal setting and to learn some of the basics of estate planning. We also offer them a nice discount should they decide to have our law firm draft their estate plan.
The Taxable Estate Planning Seminar should be attended by our married clients, whose estates are close to or over the Oregon Inheritance Tax limit of $1 million. We will discuss how the tax language in your trust is used to negate or significantly reduce Federal Estate and Oregon State (or Washington State) Inheritance Tax upon the death of the first spouse. Clients are welcome to invite your Successor Trustee to this seminar as well. Clients who have already been through this process or are single should review your individual situation with your attorney at your regularly scheduled summer review instead of this seminar.
Like to learn more about funding your trust? Then this Trust Funding Seminar is for you! Learn some of the general rules for funding your trust. Brokerage accounts, savings bonds, out-of-state property, time shares, life insurance and pre-tax account beneficiary designations are just some of the topics that will be covered. Because every client is different, you should discuss your individual situation with your attorney (summer reviews are a good time), but this is great general knowledge.
Our Successor Trustee Workshop is designed to help equip Successor Trustees with information they will need right away to handle your estate upon your disability or death. While every estate is different, we will go over some of the basic duties they will face and some of the first steps to take. Don’t worry if your Successor Trustee can’t attend this workshop; it will be the same information we can provide if they simply call us immediately upon your disability or death. We just want to provide a forum for some of the basic information and help them understand why counsel during this administrative period is so important.
MacLaren & Whearty, LLP offers an Advanced Estate Planning Techniques Seminar for clients who are interested in learning additional ways to protect your family. Topics include Buy/Sell Agreements, Charitable Trusts, Limited Liability Companies, Irrevocable Life Insurance Trusts, Gifting Plans, and other related topics.