Session excerpted from Advanced Estate Planning (2015), presented on June 12, 2015.

Topics include:

• The rules under federal and Oregon statutory and case law
• Proactive estate tax apportionment planning
• Drafting effective apportionment clauses
• Common mistakes in apportionment

Cosponsored by the Estate Planning and Administration Section.

1 General CLE credit
1*3696, 06/12/2015

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