This information-rich seminar is an ideal opportunity to hear about significant changes that will affect your clients. Experienced practitioners examine 2010 federal and state estate taxes, 2010 late-year planning strategies, and planning for 2011 and beyond. Take a look at how Oregon’s elective share law is changing, and gain some simple asset protection techniques. Learn how to defend against an IRS attack on family entity planning and how to work with a valuation expert. Review common trust drafting errors and ethical considerations for estate planning lawyers.
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.
Seminar Topics
Individual segments—Click icon to:
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Asset Protection Planning: A Few Simple Techniques and an In-Depth Review
Domestic asset protection trusts
State law asset protection strategies
Estate, gift, and income tax considerations
Joshua E. Husbands, Holland & Knight LLP, Portland
Estate Tax Mess—Planning for Uncertain Times
Administering 2010 estates—federal and state tax issues
Modified carryover basis under IRC 1022
2010 late-year planning strategies
Planning for 2011 and beyond
Jeffrey M. Cheyne, Samuels Yoelin Kantor Seymour & Spinrad LLP, Portland Eric J. Wieland, Samuels Yoelin Kantor Seymour & Spinrad LLP, Portland
Preparing for Changes in Oregon’s Elective Share
What the elective share law does
How to plan for the changes
William D. Brewer, Hershner Hunter LLP, Eugene
Considering Conflicts in Estate Planning
Who is my client, and can I represent everyone?
Personal interests: write yourself into or out of a will
The case of the unwanted will . . .
David J. Elkanich, Hinshaw & Culbertson LLP, Portland
Anticipating the Audit Letter: Planning and Defending Against an IRS Attack on Entity Planning
Review of expanded scope of recent IRS attacks on family entity planning
Proactive steps to minimize risk while obtaining benefit for the family
Practical guidelines on recent cases
Patrick J. Green, Davis Wright Tremaine LLP, Portland T. Randall Grove, Landerholm Memovich Lansverk & Whitesides PS, Vancouver
Working with the Valuation Expert
What is the process?
The art and science of business valuation
Discounting minority interest—what impacts the magnitude of discounting and new studies behind marketability discounts
Jay Sickler, Cogence Group PC, Portland
Tales from the Dark Side: Drafting Issues from the Fiduciary Perspective
Common drafting errors and how to avoid them
Building flexibility into a trust
Deviant trusts: how to accomplish goals that are at odds with traditional trust principles
Benjamin H. Pruett, Bessemer Trust, Washington, DC
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.
Credit Information
6.75 Total CLE Units, 1.00 of which may be applied toward Ethics
