Basic estate planning for Oregon taxable estates

by Oregon State Bar. Continuing Legal Education

CLE Materials, c2019

Status

Available

Call number

KFO2540 .B37

LCC

KFO2540 .B37

Barcode

2000002481

Publication

Tigard, OR : Oregon State Bar

Local notes

Basic estate planning for Oregon taxable estates contents: Ch. 1 - Presentation slides: Planning for the Oregon estate tax - the basics by Margaret Vining, Ch. 2 - Credit shelter trusts: then and now by Amelia Heath. Ch. 3 - Marital deductions: The I dos, dont's and undos by Eric Wieland. Ch. 4 - Portability : What Oregon estate planning attorneys need to know by Erin MacDonald. Ch. 5 - Disclaimer planning - the good, the bad and the ugly by Barbara Smith. Ch. 6 - Naming a trust as the beneficiary of a retirement plan by Melanie Marmion. Ch. 7 - Apportionment of Oregon estate tax by Ian Richardson. Ch. 8 - The Oregon estate tax and its fractional formula for residents and nonresidents by Philip Jones. Ch. 9 - The role of gifting in the taxable estate by Robin Smith and Christopher Clark. Ch. 10 - Legal ethics for estate planning attorneys by Peter Jarvis.

Language

Collection

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