Basic Estate Planning for Oregon Taxable Estates (Live Event)

Friday, November 15, 2019 to Friday, November 15, 2019
Portland, OR United States Get Directions
Total Price:

8:30 a.m.–5 p.m., Friday, November 15, 2019
Live Seminar at the Multnomah Athletic Club, Portland
6 Practical Skills credits and 1 Ethics credit

Cosponsored by the Estate Planning and Administration Section.

Estate Planning and Administration Section members—enter coupon code BEP19SM 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.

With the Oregon estate tax exemption remaining at $1,000,000, more estates are becoming subject to Oregon tax. Estate planners need to know how to advise their clients. This comprehensive program covers the basics of planning for Oregon taxable estates. Examine the elements of estate planning and aspects such as credit shelter trusts and marital deductions. Take a look at disclaimer planning, portability, and estate tax apportionment. Learn about Oregon taxation of nonresidents and non-Oregon assets and using gifting as an estate planning tool. Find out how to name a trust as a beneficiary of a retirement plan. Also included in the program is an hour of ethics for estate planning attorneys. Aimed at recent admittees and new lawyers, these topics build a foundation of knowledge regarding estate tax planning in Oregon. This program is also suitable for more experienced lawyers who plan nontaxable estates and would like to make the leap into taxable estates or those who need a refresher on Oregon taxable estate planning.

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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
SessionStart Date End DatePlacePrice
Plated lunch—Regular November 15, 2019 12:05 PMNovember 15, 2019 01:00 PM $25.00
Plated lunch—Vegetarian November 15, 2019 12:05 PMNovember 15, 2019 01:00 PM $25.00


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