This year’s advanced estate planning and administration topics span a range of issues—from firearms to funding trusts and audits to arbitration. Examine the components of the multistate estate, such as apportionment, Oregon elections, and drafting considerations. The session on tax matters in charitable giving looks at taxes and gifts during life and at death. Hear from a former IRS attorney as he shares best practices for preparing estate and gift tax returns, as well as strategies for resolving IRS audits and the process for appealing “unagreed” cases. Attorneys with clients who own firearms need to know applicable federal and state legislation and what constitutes a transfer of a firearm. Review how trusts are funded and what to do with “difficult” property. Learn how mediation and arbitration can manage family conflict and resolve trust and estate disputes. A panel of experienced estate planning attorneys looks at common legal ethics issues, including representing married couples, family members, and businesses, and recognizing and avoiding conflicts of interest.
Cosponsored by the Estate Planning and Administration Section.
6 General CLE credits and 1 Ethics credit
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