Advanced Estate Planning 2019 (On Demand)

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 In Stock
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Price:
 $200.00
Item Code:
 AEP19.OD
 
SUMMARY
Experienced estate planning lawyers will find a wealth of information relevant to their clients.
DESCRIPTION

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 covers actual complaints and some of the more interesting circumstances involved in ethics complaints.

Cosponsored by the Estate Planning and Administration Section.

Presented by:
• R. Brent Berselli, Holland & Knight LLP, Portland
• Rebecca Bibleheimer, US Bank, Portland
• Christopher Cline, Riverview Trust Company, Vancouver
• John Draneas, Draneas and Huglin PC, Lake Oswego
• Susan Gary, University of Oregon School of Law, Eugene
• Abby Landon, Tonkon Torp LLP, Portland
• Melissa May, Duffy Kekel LLP, Portland
• Scott Morrill, JD, Portland
• Hilary Newcomb, HAN Legal, Portland
• Lane Shetterly, Shetterly Irick & Ozias, Dallas
• Robin Smith, Butcher & Smith Law LLC, Portland
• Mary Strasdin, CPA, McDonald Jacobs PC, Portland
• Caitlin Wong, CW Law, Portland

5.75 General CLE credits and 1 Ethics (Oregon specific) credit
ID 56674, 06/14/2019
Complete by 06/14/2022
for Oregon credit

Download course materials (PDF)
Download MCLE recordkeeping form (PDF)

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