Status
Available
Call number
LCC
KFO2540 .B37
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.