This year’s program provides an introduction to the wide range of issues that constitute a modern estate planning practice, including the role of the PLF, tips for new practitioners, and recent developments for guardianships and conservatorships. Whether you are new to estate planning or need to review the latest legislative updates, this basic-level seminar covers topics essential to your practice. Learn about Oregon’s escheat statutes and the Department of State Lands’ role in investigating intestate estates without heirs. Explore capacity and undue influence. Conclude by reviewing mandatory abuse reporting requirements for Oregon attorneys.
Cosponsored by the Estate Planning and Administration Section.
• Daniel Atkinson, Oregon State Bar, Tigard
• John Berge, Professional Liability Fund, Tigard
• Amy Bilyeu, Wyse Kadish LLP, Portland
• Michael Grant, Department of Justice Civil Enforcement Civil Recovery, Salem
• Christopher Hamilton, McGinty Belcher & Hamilton Attorneys PC, Salem
• Philip Jones, Duffy Kekel LLP, Portland
• Marcia Jory, US Trust, Portland
• Melissa May, Duffy Kekel LLP, Portland
• Tim McNeil, Davis Pagnano McNeil & Vigna LLP, Portland
• Stephen Owen, Attorney at Law, Portland
• Richard Pagnano, Davis Pagnano McNeil & Vigna LLP, Portland
• Sally Peacock-Wells, Oregon Department of State Lands, Salem
• Julie Meyer Rowett, Yazzolino & Rowett LLP, Portland
• Katharine West, Wyse Kadish LLP, Portland
• Katherine Zelko, Attorney at Law, Portland
5.75 General CLE credits and 1 Abuse Reporting credit
ID 52736, 11/16/2018
Complete by 11/16/2021 for Oregon credit
Download course materials (PDF)
Download MCLE recordkeeping form (PDF)
Please note that it may take up to 30 days after you complete an online seminar for it to appear on your online MCLE Compliance Report at www.osbar.org.