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
|Other titles||Planning, drafting, and administering the Oregon estate.|
|Statement||Oregon State Bar Continuing Legal Education ; co-sponsored by the Oregon State Bar Estate Planning and Administration Section.|
|Contributions||Oregon State Bar. Continuing Legal Education., Oregon State Bar. Section on Estate Planning & Administration.|
|The Physical Object|
|Pagination||1 v. (various pagings) :|
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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Written specifically for those in the state of Maryland (or studying Maryland estate planning), Fundamentals of Estate Planning provides a unique opportunity to bring the practical aspect of estate planning into the classroom.
The casebook provides text, relevant Maryland and Federal Statutes, forms and checklists used to interview and draft estate planning : Angela M.
Vallario. Estate Planning and Administration in Illinois, 4th (Illinois Practice Series, Vol. ) Drafting four-volume set is a complete guide to estate planning and administration in Illinois.
Book (Full Set). Gain an understanding on real estate fundamentals for paralegals including document drafting and real estate transitions. Paralegals are often involved in various aspects of real estate transactions.
This topic helps those professionals often tasked with drafting and reviewing documents being used in real estate transactions to have a better. This paper focuses primarily on the essential estate planning tools available in order to effectively carry out the probate process – which in its broadest sense, refers to the process of putting the terms of your estate planning instruments in effect Part I of this paper provides an introduction to estate planning.
Our estate planning books cover a wide range of topics, including drafting, administering estate planning and executing wills, trusts, and more. Sort by: Looking for legal products and services.
Click below to find solutions products that fit your needs. See all solutions. Client Education Series: Estate Organizer Binder Only, Maroon. Estate planning goes beyond drafting a will. Thorough planning means accounting for all of your assets and ensuring they transfer as smoothly as possible to the people or entities you wish to.
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.
Jonathan was the principal drafter or significate participant in the drafting of the Oregon Uniform Trust Code. estate planning for taxable and nontaxable estates, establishing special needs trusts, probate, trust administration, and small business planning.
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.
Discover when a revocable living trust is a better alternative to other estate planning tools, gain real-world tips on drafting clauses, and avoid common mistakes that cause troubles down the road.
This comprehensive guide will help you master the fundamentals of preparing estate planning documents, including wills, trusts, and ancillary documents such as powers of attorney. FUNDAMENTAL PRINCIPLES OF WILL DRAFTING -Anastasia M estate planning and administration, incapacity planning and guardianships, and working with.
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.
Oregon State Bar Estate Planning and Administration Section Executive Committee, and the editorial review board for the OSB legal publication Administering Trusts in Oregon revision.
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.
Illinois Estate Planning, Will Drafting and Estate Administration Forms, Fourth Edition is the one guide you'll turn to again and again as you serve the needs of your clients and their families. This authoritative two-volume work is comprehensive and up-to-date, with chapters on everything from the estate planning process to lifetime giving.
Oregon Restrictions on Who Can Serve as Executor. Learn the rules about who can be your executor in Oregon. Georgia Estate Planning, Will Drafting and Estate Administration Forms 3 volumes, loose-leaf with downloadable content, updated annually, Pub.
#, ISBN Estimated upkeep cost: $ $ N/A N/A n n Book only, 3 volumes, loose-leaf, updated annually, Pub. #, ISBN • Estimated upkeep cost: $ $ N/A N/A n n. Illinois Estate Planning, Will Drafting and Estate Administration Forms, Fourth Edition is the one guide you Contact Sales Customer Service Search.
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.