Status
Available
Call number
LCC
KFO2540 .B37
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.