Attendance Reporting Form

Information

First Name
Last Name
Email

Please choose all that apply: [REQUIRED]

Attorney

Accountant

Paralegal

Certified Financial Planner (CFP)

Certified Trust and Financial Advisor (CTFA)

Certified Professional Guardian

Other Professions

Day 1 Sessions

Please select the sessions you attended on Day 1:

8:10-10:10 a.m. | Federal Tax Update

10:35-11:35 a.m. | Greasing the Squeaky Wheel: Techniques for Managing Difficult Beneficiaries

12:35-2:05 p.m. | Estate Planning for the Modern Evolving Family: Flexibility and Other Considerations

2:05-3:05 p.m. | What's Hot in Charitable Giving

3:30-4:30 p.m. | Why Can't My Brother-in-Law Bob Be the Executor of My Estate

4:30-5:30 p.m. | How to Practice Law, Abide by the Rules of Professional Conduct, and Have a Life that Rules

Day 2 Sessions:

Please select the sessions you attended on Day 2:

8:05-9:05 a.m. | Washington Probate and Trust Law Update

9:05-10:05 a.m. | An Introduction to Family Offices for Estate Planners

10:30-11:30 a.m. | Putting Life Back into State Irrevocable Trusts Through Trust-toTrust Transfers

11:30-12:30 p.m. | The 4D Experience - Drafting, Defending and Dividing Trusts in Contemplation of Divorce

Day 2 Sessions (1:30 - 2:30 PM)

Choose which session you attended:

clear selection

1:30-2:30 p.m. | Electronic Wills: Because Paper is So 20th Century – Track 1

1:30-2:30 p.m. | Oregon Update: Legislation, Cases, and Ethics – Track 2

1:30-2:30 p.m. | Tax Planning with Nongrantor Trusts – Track 3

Day 2 Sessions (2:40 - 3:40 PM)

Choose which session you attended:

clear selection

2:40-3:40 p.m. | An Overview of the Uniform Guardianship Act – Track 1

2:40-3:40 p.m. | Dirty Deeds and Not So Humble Abodes: Helping Clients Preserve Privacy in Real Estate Transactions – Track 2

2:40-3:40 p.m. | Working with the Principal and Income Acts in Washington and Oregin – Track 3

Day 2 Sessions (4:00 - 5:00 PM)

Choose which session you attended:

clear selection

4:00-5:00 p.m. | Look Both Ways Before Crossing: Warning Signs for Cross Border Estates - Track 1

4:00-5:00 p.m. | Behavioral Finance: Which is it - Rational and Efficient or Irrational and Inefficient?

4:00-5:00 p.m. | You Be the Judge: Ethical Dilemmas Posed by Current Cases and Ethics Opinions – Track 3

Additional Notes:

If you did not attend a full session for any session indicated above, please indicate how many minutes you missed along with the session name. Please note that some professions, including CFP and insurance, do not allow for partial credit.

I hereby certify under penalty of perjury that I attended the sessions indicated. [REQUIRED]

I agree

Signature [REQUIRED]

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