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Special Needs Trust Basics: Testamentary Trusts and Payback Trusts
From Special Needs Trusts, June 10, 2011.
1.50 Total CLE Units (No Ethics)
Price: $54.00 (provides online access for 2 months after purchase).
Course №:1*2415
Duration: 1 Hour 29 Minutes
Original Program Date: Friday, June 10, 2011
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  Item Description | Credit Information | Faculty | Course Materials
Item Description Back to top

From the seminar Special Needs Trusts, presented on June 10, 2011.

Topics include:

  • When to use a special needs trust
  • Testamentary and other third-party trusts
  • Payback (first-party) trusts
  • Drafting tips

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 Back to top
1.50 Total CLE Units (No Ethics)

Faculty Back to top
Michael J. Edgel, Fitzwater Meyer LLP, Portland
Melanie E. Marmion, Fitzwater Meyer LLP, Portland

Course Materials Back to top

icon_acrobatCourse materials (76 Pages, 452 KB)

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