Past Events

September 23, 2025 Advanced Charitable Planning
Rebecca Bibleheimer
June 10, 2025 EEPC Social
Cary Lieberman, Executive Director of Greenhill Humane Society
May 8, 2025 Estate Planning with Sam Donaldson
Sam Donaldson
March 18, 2025 Federal Tax Update
Roberta Mann
January 21, 2025 Preparation and Pitfalls of the Oregon 706
Kim Spaulding & Kelsi Miller - Perkins & Co
November 19, 2024 November Double Session: Planning for Elderly Clients with Capacity Issues
Mark Williams, Kay Hyde-Patton, Audrey Ward
September 17, 2024 Opportunities to Grow and Transfer Wealth Through Real Estate
Nicholas Lawlor, CPA – eXp Realty LLC; Jeremy Prickel, CPA – Jones & Roth CPAs and Business Advisors; rah Subias, Attorney – Watkinson Laird Rubenstein PC; Melissa Butterfield Mitchell, Exchange Manager – Cascade Exchange Services, Inc.;
June 11, 2024 EEPC June 2024 Social
Annie Loe & Amanda D'Souza of the City of Eugene
May 30, 2024 Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy Goffe, Partner Stoel Rives LLP
May 7, 2024 Samuel A. Donaldson -- Professor Donaldson will provide a federal tax update.
Sam Donaldson
March 19, 2024 Disability Benefits and Special Needs Trusts
Melanie Marmion, Partner with Fitzwater Law
January 16, 2024 EEPC January 16, 2024 Session - Save the Date
Wendy Goffe, Stoel Rives LLP
November 14, 2023 EEPC Double Session
Ian Richardson and John Draneas
September 19, 2023 September 19, 2023 Session-Andrea Smith
Andrea Smith
June 13, 2023 EEPC June Social
Jamie Floyd - Ninkasi's Co-Founder
May 16, 2023 ESTA - Double Session May 16
Jaclyn Rudebeck from WLR and Anthony Hunt from Miller Nash
March 21, 2023 March 21 2023, Eugene Estate Planning Council Meeting
Nicholas M. Frost - Hershner Hunter LLP
January 17, 2023 Business Succession Planning: View from the Front Lines
Sarah Subias, Jane Yates, and Jaclyn Rudebeck
November 15, 2022 Natalie Choate - EEPC Double Session, November 15, 2022
Natalie Choate
September 20, 2022 September 20, 2022 Session - Paul Caspersen
Paul Caspersen
June 14, 2022 June Social
May 17, 2022 May Double Session
Michael Wheeler & Gerry Beyer
March 15, 2022 March Session
Kit Mac Nee
January 18, 2022 Planning for Dementia
Tim Nay, JD
December 13, 2021 Webinar No Charge to Eugene Estate Planning Council Members
Wendy S. Goffe, JD, AEP Distinguished Nominee and Kim Kamin, JD, AEP
November 16, 2021 November 16, 2021 Double Session
Janice Mackey and Brad Litchfield
October 14, 2021 October 14th Session-Sam Donaldson (EEPC Member)
Sam Donaldson, J.D., LL.M.
October 14, 2021 October 14th Session-Sam Donaldson (Non-Members)
Sam Donaldson, J.D., LL.M.
September 20, 2021 Webinar No Charge to Eugene Estate Planning Council Members
Natalia C. Wilson JD
July 19, 2021 Webinar No Charge to Eugene Estate Planning Council Members
Jerome M Hesch, MBA, JD, AEP (Distinguished)
May 18, 2021 May 18th Double Session
Hong Dao with the PLF and John Lenz from Lenz FInancial
March 16, 2021 Integrating Estate Planning into Retirement Planning
Steve Parish JD, RICP, CLU, ChFC, AEP
January 19, 2021 An Analysis of Proposals Using Life Insurance: What Works, What May Not Be As Effective As Promoted, and What Does Not Work
Lawrence J. Macklin, Esq., CPA, AEP®
November 17, 2020 Double Session- Legislative Update
Susan Gary, JD and Ian Richardson, JD
October 13, 2020 RESCHEDULED: Looking Beyond Retirement Income: Using Split Interest Gifts (CRUTs and Char. Gift Annuities) as Transfer Tax Tools
Rebecca Bibleheimer, JD
September 9, 2020 Estate Planning Council of Portland invites us to join their webinar..
George Hosfield, CFA & Ralph Cole, CFA of Ferguson Wellman Capital Management
June 16, 2020 Spring Social Event- Cancelled
May 19, 2020 Cancelled-Double Session
Pam Elling CPA
March 10, 2020 Senior & Vulnerable Adults Financial Protection and Reporting
Ellen Klem, Director of Consumer Outreach & Education Oregon Department of Justice, Office of the Attorney General
January 21, 2020 Future of Estate Planning
Eido Walny, JD, AEP, EPLS
November 12, 2019 Double Session
James A. Gardner attorney at Gardner Potter Budge Meadows, LLC and Alissa Hansen Principal Planner Eugene Planning Division
September 24, 2019 Legislative Update
Susan Gary JD
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