Estate Planning and Administration Section members—enter coupon code AEP19SM when checking out to receive registration discount.
Oregon judges and their lawyer staff, 50-year OSB members, and Active Pro Bono OSB members—please call the OSB CLE Service Center at (503) 431-6413 or toll-free at (800) 452-8260, ext. 413, to register.
Experienced estate planning lawyers will find a wealth of information relevant to their clients. Receive an overview of the Uniform Principal and Income Act, including trustees’ rights and planning for IRA distributions to a trustee. Examine the benefits and risks of economic opportunity zones and their use in estate planning. Delve into issues related to removing occupants from estate property. Learn how to identify, create, and change grantor trusts and explore creative opportunities for charitable giving. An hour of legal ethics will cover actual complaints and some of the more interesting circumstances involved in ethics complaints.
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Accessibility Accommodations: Please call (503) 431-6326 or toll-free at (800) 452-8260, ext. 326, at least 72 hours before the date of the seminar.