Advanced Estate Planning Techniques and Post-Mortem Tax Planning

This speech is geared to financial advisors wishing to: (I) augment their knowledge about advance estate planning concepts resulting in the minimization of gift/estate taxes; and (ii) learning about strategies that may be employed after a client’s death to limit and/or defer income and estate taxes due. Topics covered include grantor retained annuity trusts, qualified personal residence trusts, charitable trusts, disclaimers and family entity planning.

Date: Wednesday, January 21, 2015

Multnomah Athletic Club

Time: 11:30 am—1:00 pm

  • Financial Planners
  • Accountants

Advanced Estate Planning Techniques 

  • Grantor Retained Annuity Trust
  • Qualified Personal Residence Trust
  • Charitable Trusts
  • Family Limited Liability Companies (LLCs)

Post-Mortem Tax Planning

  • Filing Decedent’s Last Income Tax Return
  • Disclaimer
  • Alternate Valuation
  • Special Use Valuation
  • QTIP Elections
  • Installment Agreement

Advanced Estate Planning – Lecture Outline

Jonathan Mishkin

Jonathan D. Mishkin focuses his practice on tax/trust controversy, estate planning, taxation and closely-held business advisory services with offices in Portland, Bend and West Linn. Drawing on deep experience gained inside both large accounting firms and large law firms, Mr. Mishkin capably advises and counsels individuals, families and their businesses, and trusts/trustees.