Attendance Reporting Form

Information


First Name
Last Name
Email

Please choose all that apply: [REQUIRED]

Attorney

Insurance

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. | Estate Planning in Anticipation of a Contest or Difficult Beneficiaries

11:35 a.m.-12:35 p.m. | Business Succession Planning: Practical, Financial, and Income Tax Concerns

12:55-1:25 p.m. | Inheritance Law in Ancient Rome

1:35-2:35 p.m. | Estate Planning Using Family Limited Liability Entities in 2018 and Beyond

3:00-4:00 p.m. | The World is Flat: Planning for Global Families

4:00 - 5:00 pm | Important Considerations in Drafting Engagement Letters

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. | Estate Planning in the Age of Large Exclusions and Under the 2017 Tax Act Umbrella

10:30-11:30 a.m. | Deconstructing Different Flavored Freezes: A Comparison of Popular Estate Freeze Techniques

11:30-12:30 p.m. | Nonprofit Tax and Corporate Law Update

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

Choose which session you attended:

1:30-2:30 p.m. | Crypto-Philanthropy: Virtual Currency and the Future of Charitable Giving – Track 1

1:30-2:30 p.m. | Estate Planning for Washingtonians: Planning in the Land that the High Federal Exemption Forgot – Track 2

1:30-2:30 p.m. | With New Gift and Estate Tax Limits, Top 3 1/2 Ways Life Insurance Can Enhance Most Estate Planning Strategies – Track 3

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

Choose which session you attended:

2:40-3:40 p.m. | Estate Planning for Potentially Vulnerable Clients: Taking a Closer Look – Track 1

2:40-3:40 p.m. | Oregon Update: Legislation, Cases, Ethics & Malpractice (No WA Ethics Credit) – Track 2

2:40-3:40 p.m. | Update on Special Needs Trust Issues and Requirements – Track 3

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

Choose which session you attended:

4:00-5:00 p.m. | Planning for Closely Held Business Interests in WA: Section 6166 Deferral and the Washington Qualified Family-Owned Business Deduction - Track 1

4:00-5:00 p.m. | Post-Engagement Letters: When do you need to send revised engagement letters to existing clients? – Track 2

4:00-5:00 p.m. | The Economics of Charitable Remainder Trusts – 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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