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Wednesday, July 15, 2020 | History

1 edition of Fundamentals of planning, drafting, and administering the Oregon estate found in the catalog.

Fundamentals of planning, drafting, and administering the Oregon estate

Fundamentals of planning, drafting, and administering the Oregon estate

  • 292 Want to read
  • 4 Currently reading

Published by Oregon State Bar in Lake Oswego, OR .
Written in English

    Subjects:
  • Estate planning -- Oregon.

  • Edition Notes

    Other titlesPlanning, drafting, and administering the Oregon estate.
    StatementOregon State Bar Continuing Legal Education ; co-sponsored by the Oregon State Bar Estate Planning and Administration Section.
    ContributionsOregon State Bar. Continuing Legal Education., Oregon State Bar. Section on Estate Planning & Administration.
    The Physical Object
    Pagination1 v. (various pagings) :
    ID Numbers
    Open LibraryOL14537037M

      This guide emphasizes practical concerns of drafting estate planning documents, and provides numerous examples of such documents for students to examine and apply to the estate planning efforts for the text's three fictional families. Books with Buzz Discover the latest buzz-worthy books, from mysteries and romance to humor and nonfiction. Reviews: 1.   Portland, Oregon, United States About Blog A law firm practicing Elder Law, Estate Planning, Probate and Disability Planning in Portland, Oregon. Protecting family assets and promoting peace of mind for over 29 years, serving our clients in the areas of estate planning and elder law in Portland, Oregon since

    This presentation will discuss basic estate planning documents and techniques. We will discuss the basic estate planning documents of: Wills and Trusts; how they are used; tax, asset protection, and other considerations regarding wills and trust; and different drafting options for each. We will discuss the differences between approaches, and when to use one type [ ]. Speaker, "Drafting Wills and Common Trusts: Best Practices," Estate Planning: Fundamentals, Forms and Ethics, WSBA CLE (August ) "Upcoming Changes to Washington Probate and Trust Law," Speaker, Washington Academy of Elder Law Attorneys Fall CLE and Annual Meeting (October ) "Estate Administration Procedures", Speaker, NBI,

    Learn the differences and uses of these two trusts. The session will address drafting and funding considerations as well as issues regarding administration. – Lori L. Guzmán. – p.m. BREAK. – p.m. Grasping the Fundamentals: Revocable Trusts . Book, Institute of Continuing Education (Michigan) Co-Editor: Trust Administration in Michigan under the Michigan Trust Code: State Bar of Michigan Probate and Estate Planning Journal: Michigan Trust Code: New Court Forms and Rules: Michigan Estate Planning Handbook, ICLE: Overview of Estate Planning: Michigan Estate Planning Author: Ardith.


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Fundamentals of planning, drafting, and administering the Oregon estate Download PDF EPUB FB2

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Fundamentals of Estate Planning. Author. Jamie Hopkins Constance Fontaine. Covers various aspects of estate and gift tax planning, including the nature, valuation, transfer, administration, and taxation of property.

Provides a basic understanding of the estate and gift tax system, including strategies of estate planning. Discusses gratuitous. Jonathan A. Levy Recognized by Estate Planning and Administration Section Section, co-Editor of the Administering Oregon Estates desk book for several years, and frequent author, presenter, and mentor to many in our Section.

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She is a member of the Oregon State Bar Estate Planning and Administration Section, the Multnomah Bar Association, Oregon Women Lawyers, and the Financial Planning Association. This engaging guide will analyze the most popular and the most effective revocable living trust structures.

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A married couple moving to Oregon can update their estate planning to include the use of a bypass trust at the first spouse’s death. The bypass trust can shelter $1 million from Oregon estate tax when the surviving spouse dies.

This technique allows a married couple to pass $2 million free of Oregon estate tax (or more, if the bypass trust. The workshop fulfills the limited-enrollment requirement for the PCP. Before attending, registrants must have completed the following seminars: Fundamentals of Estate Planning, Planning Techniques for the Taxable Estate, and Fundamentals of Estate -in registrants are not permitted for this workshop.

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She is licensed to practice in Oregon and an inactive member of the State Bar of California. An all-star faculty takes you through each step of the estate planning process, from the first client meeting to signing the documents. Walk away with sample documents and forms. Perfect for lawyers who are new to estate planning.

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The section publishes quarterly newsletters for its members. If you are not currently a member of the section, please join now to receive current and future issues.

P lease contact our newsletter editor Chris Cline at [email protected] if you are interested in contributing or have an idea for an article for the Estate Planning and Administration section newsletter. "Fundamentals of Estate Planning", Sterling Education Services, July “Trusts ”, National Business Institute, June “Elder Law and Medicaid Planning”, National Business Institute, September “Drafting and Administering Special Needs Trusts”, National Business Institute, March "Fundamentals of Estate Planning", Sterling Education Services, July “Trusts ”, National Business Institute, June “Elder Law and Medicaid Planning”, National Business Institute, September “Drafting and Administering Special Needs Trusts”, National Business Institute, March BASIC ESTATE PLANNING AND ADMINISTRATION SECTION PLANNERS Holly N.

Mitchell, Duffy Kekel LLP, Portland Jack V. Rounsefell, Attorney at Law, Gresham Robin A. Smith, Attorney at Law, Portland Katharine L.

West, Wyse Kadish LLP, Portland Eric J. Wieland, Samuels Yoelin Kantor LLP, Portland OREGON STATE BAR ESTATE PLANNING AND ADMINISTRATION.