Estate Planning and Administration
Newsletters
2008: January, April, July

2007: January, April, July

2006: January, April, July, October

2005: January, April, July  October

2004: January, April, July, October

2003: January, April, July, October

The section publishes quarterly newsletters for its members. Newsletters from the past  are provided below. If you are not currently a member of the section, please join now to receive current and future issues.

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Table of Contents


July 2007
Oregon’s Domestic Partner Registry
Promoting Conservation Easements Through Tax Incentives in Oregon
Legislative Review
 
April 2007
Bankruptcy and Estate Planning in Oregon
What's New:  Slusarenko, Cat Champion Corp.
2007 Section Officers
Legislative Review
 
January 2007
What's New:  Reynolds v. Schrock, Caba v. Barker
Protectors in Oregon:  Co-Fiduciary or Sleeping Lion?
Measure 37 -- A Practitioner's Update
Bill to Eliminate Verification of Probate Pleadings
2007 Section Officers
 
October 2006
Oregon Special Marital Property Election Replaces Oregon QTIP
Portland and Multnomah County Business Taxes:
“Doing Business” as FLPs, Trusts, and Estates
What’s New: Brown v. Brown
Practice Tip: Oregon Inheritance Tax for Residents of Other States
CLE Resources
 
July 2006
What's New – In re Dobyns: Revoking the “Irrevocable”
Drafting for the Oregon Uniform Trust Code
Creditor Claims and the Oregon Uniform Trust Code
Pro Bono Roll Call – Pro Bono Challenge
What's New: State ex rel. Dept. of Human Services v. Willingham
 
April 2006
Want Higher Ed? Better Plan Ahead!
Less Than the Kitchen Sink: Planning with an Eye
to a Possible Dissolution of a Beneficiary's Marriage
Anatomical Gift Changes
Should Oregon Permit Beneficiary Deeds?
Busch v. Farmington Centers Beaverton: It's Not Settled Until the Court Says It's Settled
Judgments and Orders in Probate Court
 
January 2006
Measure 37: An Important Consideration for All Owners of Real Property
New IRS Revenue Procedure Regarding Charitable Remainder Trusts
Could Adversely Affect Your Clients
When the Fiduciary Wears Two Hats, To Whom Does One Account?
What's New: Estate of Webster E. Kelley v. Commissioner
Calendar of Seminars and Events
 
October 2005
The Effects of the Health Insurance Portability and Accountability Act
(HIPAA) on Estate Planning
Credit Shelter and QTIP Trusts Oregon Style (Drafting for the Oregon Inheritance Tax)
New Resource:  Legal Issues for Holder Adults
SB 278:  Personal Representative for Deceased for Proteced Health Information
Notice Requirements Under the Oregon Uniform Trust Code
 
July 2005
Legislation Report—As of July 1, 2005
Hendrickson’s Estate v. Warburton is Not the Only Law That Governs
Representative Actions, and Its Holding is Qualified
Hendrickson’s Estate v. Warburton Continues to be “Good Law”
What’s New: Reynolds v. Schrock
Calendar of Seminars and Events
 
April 2005
Basic Estate Planning for Nontraditional Couples
Who Wants to Be a Realtor?
What’s New:  Roley v. Sammons
Practice Tip: Draft Estate Planning Documents to Allow for Gifts
from an Incapacitated Donor
Legislative Watch
Calendar of Seminars and Events
 
January 2005
Proposed Legislation on Death of a Protected Person
Evidentiary Issues in Estate Claims: Claimant Testimony Rule
Unitrust Conversion and Power to Adjust Under Oregon’s
Uniform Principal and Income Act
What’s New:  Betz v. Ganos
Calendar of Seminars and Events
 
October 2004
Lessons for Charities from the Laws of Prudent Investing
Revising UMIFA
Caba v. Barker: A New Duty for Will Drafters or Just Business as Usual?
Calendar of Seminars and Events
 
July 2004
Kimbell II: the Dawn after the Strangi Darkness
Representing Clients with Diminished Capacity: How and When To Involve the Family
Oregon Uniform Trust Code
39 Percent Oregon Inheritance Tax Rate?
Oregon DOR Issues QTIP Rules
 
April 2004
Advising a Creditor of an Estate if No Personal Representative Has Been Appointed
FDIC Insurance for Revocable Trust Accounts
Till Death Do Us Part - Revocation on Divorce Statutes
Caregiving For Elderly Parents
Same-Sex Marriage Alert
Order of Priority of Claims Against Estate and Possible Federal Preemption
Oregon DOR Allows Oregon QTIP Election
Practice Alert:  New Requirements for Orders in Probate
Claims Against Estate for Services Rendered to Decedent
Calendar
 
January 2004
New Administrative Rule Clarifies Laws Relative to Individuals Serving
as Professional Fiduciaries
New Estate Planning Section Officers
“New Old” Provisions of the Revised Uniform Principal and Income Act
Pro Bono Challenge
Study of the Uniform Trust Code is Progressing
Calendar
 
2003: January, April, July, October
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