Advanced Estate Planning 2019 (Webcast)

Friday, June 14, 2019 to Friday, June 14, 2019
Total Price:

8:30 a.m.–4:45 p.m., Friday, June 14, 2019
Live Webcast
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.

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Please note that it may take up to 30 days after you complete this seminar for it to appear on your online MCLE Compliance Report at

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