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Microsoft Silverlight
Trustee Investing
From Advanced Estate Planning (2011), June 24, 2011.
1.00 Total CLE Units (No Ethics)
Price: $36.00 (provides online access for 2 months after purchase).
Course №:1*2418
Duration: 59 Minutes
Original Program Date: Friday, June 24, 2011
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  Item Description | Credit Information | Faculty | Course Materials
Item Description Back to top

From the seminar Advanced Estate Planning (2011), presented on June 24, 2011.

Topics include:

  • Recent cases on trust investing
  • The effect of exculpatory clauses
  • Generating income in an era of vanishing interest rates
  • Leading-edge or bleeding-edge? Annuities, ETFs, hedge funds, commodities, and derivatives

Please note that it may take up to 30 days after you complete an online seminar for it to appear on your online MCLE Compliance Report at www.osbar.org.

Credit Information Back to top
1.00 Total CLE Units (No Ethics)

Faculty Back to top
Jonathan A. Levy, Cavanaugh Levy Bilyeu LLP, Portland

Course Materials Back to top

icon_acrobatCourse materials (56 Pages, 384 KB)
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