Administering Trusts in Oregon - A Print Book (2024)

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A pragmatic and thorough guide to trust administration for lawyers in estate planning, elder law, family law, or general practice. Included is a PDF Download with 15 MS Word forms, available when the print product ships. After shipment goes, head to My Content to retrieve your digital file(s). 
2 volume; paperback
1,100 pages ~
Publication Date: March 2024
Editorial Review Board: Carolyn Miller, Stephen Kantor, Hilary Newcomb, Ian Richardson, Jeffrey M. Cheyne, and William D. Brewer

Administering Trusts in Oregon includes all you need to know to ensure your clients’ peace of mind. With this new edition, you will confidently represent your clients under the Oregon Uniform Trust Code and always be prepared with up-to-date, essential information on trust administration.


1 The Role of Trusts in the Estate Planning Process
2 Overview of the Oregon Uniform Trust Code
3 Trust Substitutes
4 Trustee Selection and Succession
5 Trustee's Duties, Powers, and Liabilities
6 Administration Procedures
7 Principal and Income
8 Tax Aspects of Trust Administration
9 Trust Investments
10 Creditors' Rights and Spendthrift Clauses
11 Charitable Trusts
12 Special-Needs Trusts
13 Pet Trusts
14 Oregon Rule against Perpetuities
15 Litigation
16 Modification, Revocation, and Termination
17 Tax Issues in Postmortem Administration
18 Ethics and Conflicts of Interest
19 Environmental Liability Issues

Table of Statutes and Rules
Table of Cases
Subject Index