Note: please make sure to click “Register” then click on “View Cart” at the top right of your screen, then click “Checkout” in order to make sure your registration is complete. If you do not receive an automated email confirmation and receipt then you did not register correctly, contact the CLE service center for assistance

Advanced Estate Planning 2019 (Live Event)

Friday, June 14, 2019 to Friday, June 14, 2019
Multnomah Athletic Club, Portland, OR Get Directions
Total Price:

8:30 a.m.–4:45 p.m., Friday, June 14, 2019
Live Seminar at the Multnomah Athletic Club, Portland
5.75 General CLE credits and 1 Ethics credit

Cosponsored by the Estate Planning and Administration Section.

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.

Download brochure
Download course materials
Download MCLE Recordkeeping Form

Dietary Restrictions or 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.

Schedule Details

Make additional selections below

  Plated lunch—Regular

June 14, 2019 12:05 PM - June 14, 2019 01:00 PM

  Plated lunch—vegetarian

June 14, 2019 12:05 PM - June 14, 2019 01:00 PM


Register For Event
Add Registrants
If you cannot locate an OSB Member using the email address on their member record, please contact the CLE Service Center at (503) 431-6413.

You May Also Be Interested In