Friday, January 19, 2018
Multnomah Athletic Club
1849 SW Salmon Street
7:30 to 8:00 a.m. Continental Breakfast and Networking
8:00 to 8:30 a.m. Business Meeting
8:30 to 10:00 a.m. New Tax Legislation and Implications for Estate Planning
Christopher Cline, J.D. is the President and Chief Executive Officer of Riverview Trust Company. He has over 25 years of experience working with high net worth families. He spent the first 17 years of his career as a nationally recognized estate planning attorney, ultimately as a partner at Holland & Knight (which holds the nation’s largest estate planning practice). From there, he moved to Wells Fargo’s Private Bank, where he spent eight years managing the Fiduciary Services team in Oregon and SW Washington. In addition to overseeing all aspects of Riverview’s operations, Chris works directly with clients to help them navigate the challenges of estate planning and trust administration. Chris is a Fellow of the American College of Trust and Estate Counsel and nationally recognized speaker and author on numerous estate planning topics. He has written seven books on estate planning.
Eric Hormel, CPA joined Perkins in 1997. As a tax shareholder he leads our Legacy Planning and Creative Services Practice Groups. Finding his Legacy Planning work fulfilling, he enjoys helping his high net worth clients manage their charitable goals and witness firsthand the difference they make in our community. A lover of creative, Eric founded our Creative Services Practice Group and draws upon decades of experience working with Portland’s largest advertising and PR firms, along with many other creative service companies. Eric’s gift of decoding numbers or “speaking English,” comes in handy.Eric attended Santa Clara University, but is all Oregon, born and raised, heart and soul.
Samantha Pahlow, CPA, CTFA Riverview Trust Company in 2016 as Senior Vice President and Oregon Market Leader. She is a Certified Trust and Financial Advisor (CPA) and former CPA with over 12 years of financial and wealth management experience. Samantha is a member of the firm’s leadership team, she oversees our services to our Oregon clients and she serves on the firm’s trust management and investment committees. Samantha began her career as an accounting specialist for a national restaurant chain and then spent a number of years in government taxation and finance. After earning her CPA designation, she spent the next seven years providing tax and accounting services to individuals, families, and business owners at Moss Adams and then Pittman & Brooks. In 2016, she joined Riverview Trust Company, where she combines all of these experiences as she leads our Oregon Wealth Management Team. Samantha graduated Magna Cum Laude from Portland State University with her bachelor’s degree in business administration & accounting.