Here is a great opportunity to hear from industry experts and local practitioners on a variety of issues common to an estate planning and administration practice. Learn how thoughtful decisions can help your clients build and preserve their assets. Get the latest in trustee investing issues. Examine life insurance and its typical uses, including frequently seen problems and solutions. How to avoid a will or trust contest is discussed, as well as ethics issues faced by estate planning attorneys. Receive an update on recent Oregon legislative changes affecting estate planning.
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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Ethics Considerations for the Estate Planning Lawyer
Representing clients with diminished capacity
How the disciplinary process works
Interaction between OSB Client Assistance Office, OSB Disciplinary Counsel’s Office, and the Oregon Supreme Court
Scott A. Morrill, Oregon State Bar, Tigard
Making Two Years Last a Lifetime
Estate planning and recent changes to estate, gift, and GST taxes
Is it possible to build flexibility into estate planning if tax laws change in the future?
Identifying who should act now and who should take the wait-and-see approach
Steve S. Schilling, Director, Bernstein Global Wealth Management, San Francisco, CA
Current Life Insurance Issues for Estate Planners
Life insurance and its typical uses
Structure and performance considerations
Frequent problems and solutions
Carl V. Burnham, III, Financial Advisor, Partners Wealth Management, Portland Karen L. Susac, Symetra Financial, Bellevue, WA
How to Avoid a Will or Trust Contest
Documenting your file
Avoiding the seven Reddaway factors
Drafting and execution issues
James R. Cartwright, Cartwright Whitman Baer PC, Portland Philip N. Jones, Duffy Kekel LLP, Portland
Trustee Investing
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
Jonathan A. Levy, Cavanaugh Levy Bilyeu LLP, Portland
2011 Oregon Legislative Update
Spousal share election and marital property presumption changes
Tax reconnect legislation and Oregon Uniform Principal and Income Act revisions
Small estate affidavit and safe deposit box revisions
New transfer on death deeds
Oregon estate tax changes
Jeffrey M. Cheyne, Samuels Yoelin Kantor LLP, Portland Lane P. Shetterly, Shetterly Irick & Ozias, Dallas
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
6.25 Total CLE Units, 1.00 of which may be applied toward Ethics
Faculty
Carl V. Burnham III, Financial Advisor, Partners Wealth Management, Portland
