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Tuesday, May 12, 2026

Tax Planning

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Willamette Valley Estate Planning Council

WILLAMETTE VALLEY ESTATE PLANNING COUNCIL

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Leadership

President

Steven Jamison, CPA
Jamison Hanson LLC
503-391-1040
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Vice President

Cherry Daniels, CTFA
Trinity Fiduciary Services, LLC
503-410-7461
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Secretary

Erin White
Schwabe, Williamson & Wyatt, P.C.
503-540-4265
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Treasurer

Joshua Morrow, CPA
Morrow CPA
503-924-7408
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Director

Larry Hanslits, CFP®
The H Group, Inc.
503-371-3333
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Director

Debbie Jensen, CTFA
Columbia Trust Company
503-399-3950
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Director

Denise Talbert
Bain Wealth Management
503-370-9003
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Webmaster

Steve Spencer, CTFA
Pioneer Trust Bank, N.A.
503-480-1884
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UPCOMING EVENTS

May 12, 2026

Tax Planning

John Draneas, JD, CPA

See Event Details

September 17, 2026

Oregon Estate Tax: Common Issues and Updates

Lisa Enriquez & Nick Odom

See Event Details

November 5, 2026

Estate Planning Update with Sam Donaldson

Sam Donaldson, JD, LL.M.

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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