Basic trust administration

by Oregon State Bar. Committee on Continuing Legal Education

CLE Materials, c2022

Status

Available

Call number

KFO2540 .B37

LCC

KFO2540 .B37

Barcode

2000273014

Publication

Tigard, Oregon

Physical description

(various pagings) p.; 11 inches

Local notes

Basic trust administration contents: 8:30: Introduction to Trust Administration by Katharine Malone. 9:00: Transition. 9:05: Oregon Uniform Trust Code (UTC): Getting Started by Susan Gary. 9:35: Transition. 9:40: Trustee Selection and Succession by Erin MacDonald. 10:10: Break. 10:20: Basic Trust Administration by Stephanie Carter. 11:05: Transition. 11:10: Fixing Broken Irrevocable Trusts by Susan Bock and Steven G. Bell. 12:30: What Attorneys Need to Know about Trustee Investing by Christopher Cline. 1:15: Transition. 1:20: Creditors and Spendthrift by Brent Berselli. 2:05: Break. 2:15: Is it Set in Stone? A Discussion on Revocation, Modification, and Termination of Trusts by Aaron Frishman. 3:15: Transition. 3:20: Thankful That Wasn’t Me: Ethics Lessons from Those Less Fortunate by Amber Bevacqua-Lynott. 4:20: Trust Administration Wrap-Up by Katharine Malone. Includes a table of contents, illustrations and sample forms.

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