The estate planning attorneys at Cable Huston help clients develop estate plans that

allow for the disposition of assets in a manner consistent with our clients’ wishes, while

working to minimize administrative costs, unnecessary complications, and taxes (estate,

inheritance, generation skipping, gift, and income).

We represent executors through the probate process. If a trust controls the estate, we

assist the trustee in the administration of the

trust. We assist with filing income tax returns,

filing death tax returns (if required), planning

for liquidity needs, and making appropriate

distributions. We also represent fiduciaries

and beneficiaries in litigation related to the

administration of a will or trust.

Contact:

1001 SW Fifth Avenue Suite 2000 Portland, OR 97204

503-224-3092 www.cablehuston.com

Jonathan J. Cavanagh Anita H. Grinich Robert T. Huston Jan K. Kitchel Katherine O. VanZanten

Put your TRUST in usAt D.A. Davidson Trust Company, we offer straightforward advice, personalized solutions, and industry expertise. We are dedicated to helping clients achieve their financial goals — both in realizing aspirations of today and in shaping their legacy for the future. To that end, we pledge integrity, caring and a commitment to our communities that is reflected in our knowledgeable staff of trust professionals.

The Strength of Advice it’s what makes us different.

dadavidson.com

503 697 4118 — DELAPCPA.COM — 5885 MEADOWS ROAD, No. 200 — LAKE OSWEGO, OR 97035

Maximizing a financial legacy...

TRUST & ESTATE SERVICES

› Estate Planning

› Family Limited Partnerships

› Tax Minimization Strategies

› Estate and Gift Tax Return Preparation

› Retirement Planning

› Charitable Gift Planning

› Wealth Transfer

Estate planning remains crucial even in this current climate of federal estate tax uncertainty.

Through careful planning, Delap can help the estate avoid the expensive and time-consuming probate process, provide protection from potential creditors, and ensure business succession. Our planning process is designed to meet the client’s needs. Delap is committed

For nearly 80 years, Delap’s professionals have been providing the expertise to help our clients reach their goals. Call us today to see how we can help your clients reach theirs.

Wills and Trusts Probate and Trust AdministrationBusiness Succession PlanningTax MinimizationPlanning for IncapacityMedical Directives

Our Wills and Estates Team

Marsha Murray-Lusby

MelissaBusley

Ken Davis Heather Guthrie

JeanaMcGlasson

Bob Winger

dunncarney.com Business | Litigation | Real Estate

Kay AbramowitzTrusts & Estates

Portland

June Wiyrick FloresTrusts & EstatesPortland, Vancouver

Marie EckertTrust Litigation

Portland

Michelle NisleTrusts & Estates

Vancouver

Estate Planning trusts & estates • charitable planning • tax • trust litigation

real estate • business succession planning

Portland, OR | Seattle, WA | Vancouver, WA | Long Beach, CA 503.224.5858MILLERNASH.COM

8th

206.577.3603 | ncfgiving.com/northwest

We invite you and your clients for a tour to learn about the new world-class habitats being designed at your zoo!Susan DaigleDevelopment & Planned Giving Manager503-914-6029 susan.daigle@oregonzoo.org

YOUR FINANCIAL PARTNER THROUGH ALL OF LIFE’S STAGES

SERVICES FOR INDIVIDUALSInvestment ManagementWealth PlanningLegacy Planning

TRUST & ESTATE SERVICESEstate AdministrationIrrevocable Trust AdministrationRevocable Trust AdministrationIncapacity Administration & SupportCharitable Trust AdministrationSpecial Needs AdministrationUnique Asset Management

SERVICES FOR NONPROFITSInvestment ManagementInvestment Policy DevelopmentGrant Administration SupportBoard Member Education

For more information, contact Samantha Pahlow 503.558.6472 | Chris Cline 503.558.6484

riverviewtrust.com

1211 SW 5th Avenue | Suite 1900 | Portland, OR | 97204 | schwabe.com Portland, OR | Bend, OR | Salem, OR | Eugene, OR | Seattle, WA | Vancouver, WA

Families and companies of all shapes and sizes trust Schwabe to help them protect and prepare for the next generation.

Families who want to protect their legacy are represented by Schwabe.

PLAN TODAY TO SECURE TOMORROW

PROUD SUPPORTER OF THE 47TH ANNUAL ESTATE PLANNING SEMINAR

www.stoel.com

• ESTATE PLANNING• FAMILY BUSINESS PLANNING• TRANSFER TAX PLANNING

• CHARITABLE GIVING• TRUST AND ESTATE ADMINISTRATION• FIDUCIARY LITIGATION

SW

1001 SW 5th Ave., Ste. 1100

Portland, OR 97204-1147

503-223-3142

stu@stuartweiss.com

www.stuartweiss.com

Stuart Weiss, CPA/ABV

BUSINESS VALUATIONS For

Gift & Estate Tax Divorce

Shareholder Buyouts

Accredited in Business Valuation Former Wall Street Analyst Treasurer of a Family Business

SW

Stuart Weiss, CPA/ABV*

BUSINESS VALUATIONS

For

Gift & Estate Tax

The lawyers of Thede Culpepper focus their practices in the areas of estate and trust planning and administration, business, tax, and compensation planning,

and representing the needs of tax-exempt charitable organizations in Oregon and Washington.

CONTACT

3675 U.S. Bancorp Tower | 111

S.W. Fifth Avenue | Portland,

Oregon 97204

Direct Dial: 503.416.6153

Direct Fax: 503.416.6154

Email:

melanie.lewis@thede-culpepper.com

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers both investment advisory services and brokerage services. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business and that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. For more information visit our website at ubs.com/workingwithus. © UBS 2017. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC. CJ-UBS-1271590230

Making a differenceUBS offices in Portland and Lake Oswego proudly support the Oregon Estate Planning Seminar

Your UBS Advisor can help you begin a conversation about inheritance planning, family relationships and the responsibilities that come with family wealth. For some of life’s questions, you’re not alone. Together we can find an answer.

UBS Financial Services Inc.Portland office Lake Oswego office805 SW Broadway, Suite 2600 5285 SW Meadows Road, Suite 270Portland, OR 97205 Lake Oswego, OR 97035503-221-5800 503-620-4208

ubs.com/fs

ATLANTA BOSTON CHICAGO DALLAS DENVER GRAND CAYMAN GREENWICH HOUSTON LONDON LOS ANGELES MIAMI NAPLES NEW YORK PALM BEACH SAN FRANCISCO

SEATTLE WASHINGTON, D.C. WILMINGTON WOODBRIDGE

BESSEMER TRUST IS PROUD TO SUPPORT THE 47TH ANNUAL ESTATE PLANNING SEMINAR AND THE ESTATE PLANNING COUNCIL OF PORTLAND.

To learn more about Bessemer Trust, please contact Steve Kutz, Regional Director – Seattle, at 206-922-6301 or kutz@bessemer.com. Visit us at bessemer.com.

The insurance you had THEN

...isn't the insurance you need NOW.

Contact: Candace Jennings, CPRIA, LUTCFPrivate Risk and Insurance AdvisorManaging PartnerLake Oswego O�ce: 503.635.3673Email: Candace@�tinsurance.net

Chapman Wargnier Group

Tim ChapmanSenior Vice President Private Wealth Advisor 503.221.4799

Paul WargnierSenior Vice President Private Wealth Advisor 503.221.4796

Merrill Lynch Private Banking and Investment Group 1211 SW 5th Avenue Suite 2400 Portland, OR 97204

pbig.ml.com/advisor/chapmanwargnier

WE’RE PROUD TO SUPPORT THE ESTATE PLANNING COUNCIL OF PORTLAND

Life’s better when we’re connected®

Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer, registered investment adviser, and Member SIPC, and other subsidiaries of Bank of America Corporation. The Private Banking and Investment Group is a division of MLPF&S that offers a broad array of personalized wealth management products and services. © 2018 Bank of America Corporation. All rights reserved. | ARXTBXXP | AD-01-18-2320 | 444622PM-0317