This practical, practice-oriented seminar tackles a number of issues found in basic estate planning and administration. From customizing standard forms for your clients’ specific needs to representing clients with diminished capacity, our faculty members share their expertise and experience so you have the most relevant information for your clients. Examine select real property issues in basic estate administration. Review petitions for instructions and settlement agreements, as well as fiduciary duties and risks associated with trusts and estates. A look at key issues in Washington estate administration includes applying community property law to the administration of estates. Learn to recognize in your clients clues that point to cognitive impairment and undue influence. Get the latest on the current state of the gift tax, as well as deathbed gifting tips and traps.
Whether you are new to estate planning or simply seeking a refresher course, this seminar provides a sound foundation for your practice.
Receive basic estate planning forms as part of the course materials!
Cosponsored by the Estate Planning and Administration Section.
To purchase CD or DVD products for this seminar, please call the OSB CLE Service Center at (503) 431-6413, toll-free in Oregon at (800) 452-8260, ext. 413.
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.
Listening to an MP3 download is considered self-study and should be reported on OSB MCLE Form 6 (Contemporaneous Individual Screening Log). For reporting questions, please visit http://www.osbar.org/mcle or call the OSB MCLE Department at (503) 431-6368 or toll-free in Oregon at (800) 452-8260, ext. 368.
Warren C. Deras, Attorney at Law, Portland
Eric R. Foster, Foster Denman LLP, Medford
Linda Ganzini, MD, MPH, Oregon Health & Science University, Portland
T. Randall Grove, Landerholm Memovich Lansverk & Whitesides PS, Vancouver, Washington
Philip Baird Janney, Landerholm Memovich Lansverk & Whitesides PS, Vancouver
Philip N. Jones, Duffy Kekel LLP, Portland
Robert E. Lowe, WFG National Title Insurance Company, Lake Oswego
Holly N. Mitchell, Duffy Kekel LLP, Portland
Jeffrey G. Moore, Saalfeld Griggs PC, Salem
Chris L. Mullmann, Oregon State Bar, Tigard
Stephen R. Owen, Fitzwater & Meyer LLP, Portland