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Friday, January 30, 2026

Estate Planning Council of Portland's 55th Annual Seminar

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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

January 30, 2026

Estate Planning Council of Portland's 55th Annual Seminar

See Event Details

February 19, 2026

Charitable Planning Strategies Under the Overarching Impact of OBBBA

David K. Cahoone, J.D., LL.M (in Taxation)

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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