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Upcoming Educational Seminars
- Please call our office for more information, reservations and directions -
Estate Planning for Everyone
Presenters: Eden Rose Brown, Attorney, John D. Hawkins, Attorney and CPA, Barbara Jo Smith, Attorney, and Mary Way, CFP
Hosted By: Leave a Legacy of the mid-Willamette valley
Location: Willamette University Law School
Dates: May 6, 2008
Time: 5:30 PM
Free and open to the public, everyone is invited
Income Tax Rules
Hosted By: Matt Brown, Esq.. and Geoff Seaman, MBA, JD
Location: Law office of Eden Rose Brown
Dates: May 14, 2008
Time: 10:00 AM
Contact: Shelby Williamson at 503-581-1800 for registration information
Understanding the Adequate Disclosure Rules for Gift Tax Returns
Hosted By: Robert Keebler, CPA, MST, DEP
Location: Law office of Eden Rose Brown
Dates: May 29, 2008
Time: 10:00 AM
Contact: Shelby Williamson at 503-581-1800 for registration information
Educational Seminars
Hosted By: Eden Rose Brown
Location: Law Office of Eden Rose Brown, at our new location!
Dates: Contact Shelby for upcoming dates
Contact: Shelby Williamson at 503-581-1800 for registration information
Past Seminars
Recent developments with Qualified Appraiser and Appraisal Requirements: The Broad Impact on Gift and Estate Tax Returns
Hosted By: Sam G. Toropoulous, CPA-ABV, ASA and Robert Keebler, CPA, MST, DEP
Location: Law Office of Eden Rose Brown, at our new location!
Dates: April 29, 2008
Time: 10:00 AM
Contact: Shelby Williamson at 503-581-1800 for registration information
Planning For The Elderly
Hosted By: Louis Pierro, Esq. and Philip Gallant, CLTC
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, at our new location!
Date: April 16, 2008
Contact: Shelby Williamson at 503-581-1800 for registration information
Exciting New Opportunities in Business Succession Planning
Hosted By: James Flick, JD, CLU, ChFC, CPA and
Timothy Messett, CLU
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, at our new location!
Date: March 26, 2008 - Repeat
Contact: Shelby Williamson at 503-581-1800 for registration information
Exciting New Opportunities in Business Succession Planning
Hosted By: James Flick, JD, CLU, ChFC, CPA and
Timothy Messett, CLU
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, at our new location!
Date: January 23, 2008
Contact: Shelby Williamson at 503-581-1800 for registration information
Practical Applications of Deferred Compensation
Hosted By: Robert S. Keebler, CPA, MST, DEP and
Blaine Laverick, CEBS, CRPS, CLU, ChFC, CMS
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, at our new location!
Date: January 9, 2008
Contact: Shelby Williamson at 503-581-1800 for registration information
A Business Owner’s Exit Strategy – Using Bank-Funded Life Insurance for Retirement
Hosted By: Coby Sonenshine, CFA and M. Todd Petersen, CFP, MBA
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: December 12, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
2007 in Review
Hosted By: Rick Taylor, CPA and Robert Keebler, CPA, MST, DEP
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: December 14, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
Community Property & IRA Trusts
Hosted By: Eden Rose Brown
Sponsored By: AKT Wealth Advisors
Location: 5665 SW Meadows Rd, Ste 200, Lake Oswego, OR 97035
Date: December 14, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
Community Property & IRA Trusts
Hosted By: Eden Rose Brown, J.D.
Sponsored By: Wealth Strategies Northwest
Location: Wealth Strategies NW, 5100 SW Macadam Ave, #180, Portland, OR 97239
Date: November 9, 2007
Contact: Kelly Buck at 503-221-1226 for registration information
Making Medicaid Planning a Profitable Part of Your Practice
Hosted By: Valerie Peterson, Esq. and Matt Zagula, AIF
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: November 14, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
The Mathematics of Roth Conversions, Stretch IRAs and Life Insurance Used to Protect IRAs
Hosted By: Robert Keelber, CPA, MST, DEP
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown , Salem, OR
Date: November 16, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
Year-End Tax Planning
Hosted By: Sid Kess, CPA, JD, LLM and Robert S. Keebler, CPA, MST, DEP
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: October 22, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
Community Property & IRA Trusts
Hosted By: Eden Rose Brown, J.D.
Sponsored By: Wells Fargo
Location: Wells Fargo, 1300 SW 5th Ave, Ste 1800, Portland, OR 97301
Date: October 19, 2007
Contact: Audrey Meeker at 503-886-3156 for registration information
Trusts, Your Powerful Tool for Client Satisfaction and Retention
Hosted By: William A. Conway, Esq.
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: October 24, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
1031 vs. Charitable Remainder Trust: Which is Preferable for Deferring Gain on Real Property?
Hosted By: Specialist Martin Gates and Attorney Peter Myers
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: September 12, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
Mathematics of Estate Planning
Hosted By: Robert S. Keebler, CPA, MST
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: August 23, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
Fixing Common Problems with Life Insurance & Life Insurance Trusts
Hosted By: Scott Gunderson and Patricia Tanner
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: August 15, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
Retirement Contribution Plan Update
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: July 19, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information Combining FLPs with GRATs, Defective Trusts, IRA, Life Insurance and More
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: July 18, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
Estate Planning
Sponsored By: Parker & Associates Inc. and Wilmert Insurance Agency
Location: Parker & Associates Inc., 864 Promontory Place SE, Salem, OR
Date: July 9th, 2007
Contact: Ron Parker at 503-371-7327 or Mike Wilmert at 503-399-1506
Coordinating Income and Estate Tax Planning for IRAs & Qualified Plans
Presenter: Robert S. Keebler, CPA, MST
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: June 22, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
Employee Stock Ownership Plans (ESOPs) – An Overlooked Planning Opportunity
Presenter: Sam Torolopoulos, CPA-ABV
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: June 20, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information Tips Tricks and Traps
Presenter: Eden Rose Brown, J.D.
Sponsored By: Wealthcounsel 2007 National Conference
Location: Marriott Crystal Gateway Hotel, Arlington, VA
Date: June 15, 2007
Contact: Lori Lettman at 888-659-4069 X 822 or lori.lettman@wealthcounsel.com for registration information
Values Based Estate Planning
Presenter: Eden Rose Brown, J.D.
Sponsored By: Wells Fargo Bank
Location: Wells Fargo Bank, Private Client Services Department, Portland, OR
Date: June 1, 2007
Contact: Audrey Gannon at 503-886-3156 or Audrey.Gannon@wellsfargo.com
Faith Based Planning
Presenters: Eden Rose Brown, J.D., Ryan Collier, Clark, Lindauer, Fetherston, Edmonds, Lippold & Collier
Sponsored By: Willamette Valley Estate Planning Council
Location: Salem Conference Center
Date: May 17, 2007
Contact: Libby Crom at 503-399-7891 Practical Applications for Charitable Lead Trusts
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: May 16, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information Fiduciary Tax Update
Hosted By: Jere Doyle, IV, ESQ. and Robert S. Keebler, CPA, MST
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: May 14, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
New Opportunities and More in Charitable Giving
Hosted By: Thomas J. Ray, Jr.
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown
Date: April 30, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
Estate Planning Presentation
Presenters: Eden Rose Brown, J.D.
Sponsored By: Luna Jaffe, Edward Jones
Location: 7872 SW Capitol Hwy, Portland, OR 97219
Date: April 9, 2007
Contact: Lynn Labasan at 503-254-7877 or Lynn.labasan@edwardjones.com for registration information
Planning for Seniors with Existing Life Insurance in a World of Uncertain Exemptions
Presenters: Reg Wilson, CEP
Sponsored By: Law Office of Eden Rose Brown
Location: Law Office of Eden Rose Brown, Salem, OR
Date: April 11, 2007
Contact: Brenda Laatz at 503-581-1800 for registration information
Animal Law
Hosted By: Lewis and Clark Law School
Presenters: Eden Rose Brown and Scott Beckstead
Location: Room 1, Lewis and Clark Law School, Portland, OR
Date: February 20, 2007
Contact: Katherine Lin, SALDF Director at kal@lclark.edu for registration information
Pension Protection Act and the IRA Inheritance Trust
Presenter: Eden Rose Brown, J.D.
Sponsored By: National Association of Insurance and Financial Advisors
Location: Rudy’s at Salem Golf Club, 2025 Golf Course Rd S, Salem OR
Date: February 8th, 2007
Contact: Sven Anderson at 503-316-2011 for registration information
Rover, Rex, Spot and Fluffy: Estate Planning for Pets
Presenter: Eden Rose Brown, J.D.
Sponsored By: National Center for Animal Law – 14th Annual Animal Law Conference
Location: Lewis and Clark Law School, Portland, OR
Date: October 13 - 15, 2006
www.lclark.edu/org/saldf/conference.html
Please call Laura Ireland-Moore at 503-768-6849 for registration information.
In God We Trust: Planning for the Faith-Based Client
Presenter: Eden Rose Brown, J.D.
Sponsored By: Bank of the Cascades
Location: Salem Convention Center, Salem, OR
Date: Tuesday, April 25th, 2006 at Noon.
Open to the public. Please call Libby Crom at 503-399-7891 for time and directions.
Values-Based Estate Planning
Presenter: Eden Rose Brown, J.D.
Sponsored By: Wealthcounsel, LLC – National Conference
Location: Paradise Point Resort, San Diego, CA
Date: Thursday, May 4th, 2006 at 7:00 AM.
Reservation Only. Please call our office at 503-581-1800 for more information.
Estate Planning Mistakes of the Rich and Famous
Presenter: Eden Rose Brown, J.D.
Sponsored By: Leave a Legacy/Willamette University
Location: Willamette Law Center, Willamette University, Salem, OR
Date: Tuesday, May 9th, 2006 at 6:00 PM.
Open to the public. Please call John Hawkins at 503-399-7711 for time and directions.
Estate Planning Hot Topics
Presenter: Eden Rose Brown, J.D.
Sponsored By: American Society of Women Accountants
Location: Collette’s Restaurant, Salem, OR
Date: Tuesday, June 13th, 2006 at 5:30 PM.
Please call Mary-Alice Seville at 541-758-3181 for more information.
Gay Finances in a Straight World
Instructor: Eden Rose Brown & Luna Jaffe, Edward Jones Investments
Sponsored By: The Equity Foundation
Location: Paramount Hotel, Portland, OR from 11:30 am to 1:00 pm
(free lunch included)
Studio Ten-Fifty, 50 SE Yamhill, Portland, OR, from
7:00 pm to 8:30 pm (refreshments included)
Date: November 14, 2005
Open to the public. Please register with Amy Williams at 503-231-5759 or
amywilliams@equityfoundation.org
Estate Planning with Heart & Soul: How to Leave A Cherished Legacy
Instructor: Eden Rose Brown
Sponsored By: Cedar Sinai Park
Location: Rose Schnitzer Manor, Portland, OR
Date: Sunday, October 23, 2005
Open to the public. Please call Debbi Bodie at 503-535-4303 for time and directions.
Bringing the Heart & Soul Into Your Estate Plan
Instructor: Eden Rose Brown
Sponsored By: Cedar Sinai Park
Location: Wildwood Restaurant, Portland, OR
Sunday, September 25, 2005
Invitation Only. Please call Debbi Bodie at 503-535-4303
It's Not What You Own...It's What You Value
Estate Planning Basics, Pets Trusts And More
Instructor: Eden Rose Brown and Larry Peetz, DVM, CFP
Sponsored By: The Humane Society of The United States / Fund For Animals
Location: Illahe Hills Country Club Salem, OR
Thursday, July 21, 2005, 1:00 PM to 3:00 PM
Beyond the Tip of the Iceberg: Out of the Box Estate Planning - Creating Plans That Work
Instructor: Eden Rose Brown
Location: Little Whale Cove, Depoe Bay, Oregon
Tuesday, June 28, 2005, 7:00 PM to 9:00 PM
Comprehensive Estate Planning - The Basics
Instructor: Eden Rose Brown
Location: The Riverhouse, Bend, OR
Thursday, February 10, 2005
Reservations required. Please call for seminar times.
2005 Client/Advisor Update Series: Taxes, Health Care and Retirement - How the Latest Changes in the Law Affect Your Estate Plan
Instructors: Eden Rose Brown, Allan Griffith, Jonathan Mishkin
Location: Illahe Hills Country Club Salem, OR
Tuesday, March 1, 2005
Reservations required. Please call for seminar times.
Estate Planning For Everyone: - Protecting Your Heirs from Gold Diggers, Themselves, Taxes and Creditors
Instructor: Eden Rose Brown
Location: Willamette University Law School, 245 Winter Street SE, Salem, OR
Thursday, May 10, 2005
Free and open to the public. Everyone is invited. Refreshments will be served.
Dealing With The Oregon Inheritance Tax/Protecting Your Estate with Trust Protectors
Instructor: Eden Rose Brown, JD
Sponsored By: Willamette Financial Group
Location: Red Lion Inn on Market Street, Salem
Wednesday, June 2, 2004
10 am - 11 am
No Charge
From Success to Significance - A Discussion on Philanthropy
Instructor: Eden Rose Brown, JD
Sponsored By: Silverton Hospital Foundation
Location: Silverton Hospital, Silverton, Oregon
Thursday, June 10, 2004
6 pm - 9 pm
No Charge
Custom Estate Planning - Techniques & Strategies
WealthCounsel Estate Planning Collegium
Instructor: Eden Rose Brown
Aladdin Hotel
Las Vegas, Nevada
April 29 - 30, 2004
Leave a Legacy Estate Planning Seminar
Instructors: Eden Rose Brown, etal.
Key Note Speaker: Pat Straub
Willamette Law School
Salem, OR
Tuesday, May 11, 2004
6 pm - 9 pm
No Charge
Asset Planning for Physicians
Instructors: Eden Rose Brown, Allan Griffith
Illahe Hills Country Club
Salem, OR
Date and Time TBA
2004 Client Update Seminar Series:
Taxes, Health Care and Retirement Planning -
How the Latest Changes in the Law Affect Your Estate Plan
Instructors: Eden Rose Brown, Allan Griffith
Illahe Hills Country Club
Salem, OR
Dates and Times TBA
Values-Based Estate Planning: A Better Way to Plan
Eden Rose Brown
November 4, 2004
Willamette Financial Group, Bend, Oregon |
