Assets
Protected Person
Winter articles: 2021 Oregon Legislative Updates • Some Recent Oregon Decisions In Estate Planning and Administration • Personal Insurance and Risk: Key Considerations for the Successful Individual and Family • Events Calendar
September articles: Estate Planning for a Protected Person • Approal of Attorney Fees by the Probate Court • The Mobile QTIP – Part 2 • Events Calendar
July articles: Forensic Document Examiners • Oregon Appellate Case Addresses the Application of the “HEMS” Standards • Events Calendar
April articles: Stress Testing Life Insurance • Some Thoughts About Trust Distribution Provisions • Events Calendar
January articles: The Mobile QTIP • Estate Planning and Administration:Protect Yourself and Your Client • Events Calendar
October articles: The Harmless Error Rule: Some Background, the Rule Nationwide and in Oregon, and the COVID-19 Pandemic • Remote Online Notarization • Oregon Law Commission Notarial Work Group and Protections Against Elder Abuse • Events Calendar
July articles: Estate Planning with Retirement Benefits under the SECURE Act •7 Brief Overview and Results of Inconsistent Alternate Date Valuation Elections under IRS § 2032 and ORS 118.010(8)
April articles: Trust Modifications in Oregon • Events Calendar
January articles: Jonathan A. Levy Recognized by Estate Planning and Administration Section • Jurisdiction, Situs, and Governing Law of Trusts and Estates: Untangling the Knot • How to Recognize a Grantor Trust • Oregon’s New Probate Laws for Estates with Wrongful Death or Personal Injury Claims • Events Calendar
October articles: Editor’s Note about Past-chair Marsha Murray-Lusby • 2020 Probate Code Updates: A pratical Overview for Practitioners • Stewardship Trusts: A new Way to Plan for the Purpose Driven Business Owner • New Social Security Rules Published and Then Shelves Cause Confusion for Special Needs Attorneys • Fall CLE Program – Basic Estate Planning for Oregon Taxable Estates • Events Calendar
• International Estate Planning: Estate Tax Planning Issues Involving
a Non-Citizen Spouse • Events Calendar • Advance Directive Legislative Update
January articles: Dealing with Contraband in Oregon Estates and Trusts • Basis Reporting and Consistency • Summary of 2017 Oregon Legislation Tracked by the Estate Planning and
Administration Section • Case Law Update • Events Calendar
2017: October
October articles: Clients and Cannabis: Don’t Let an Estate Plan Go Up in Smoke • Annuities • Case Law Update • Events Calendar
2017: July
July articles: In Memoriam of William D. Brewer • Inconsistent Elections and Basis in Oregon • Oregon Estate Transfer Tax Compliance Issues: Beneficiary Designations • Editor’s Corner • Events Calendar
March articles: Firearms in Estate Administration: Gun Trusts • Planning for Clients Moving to Oregon with Community Property
• Events Calendar • Probate Modernization Bill – Update • Notes from the Chair • Editor’s Corner: IRS Allows Account Transcripts
as Closing Letters
2016: December
December articles: Oregon’s New Uniform Digital Assets
Law: Estate Planning and Administration in the Information Age • Firearms in Estate Administration, Part II — NFA Firearms • Events Calendar • Tangible Letters: Gifts Made by a Writing Other Than a Will • The Jeffrey M. Cheyne Memorial Service Award
2016: September
September articles: Firearms in Estate Administration • Advance Directive Legislation Update • Events Calendar • How to Stay Relevant in a DIY World • State v. Mitchell A. Bevil. 280 Or App 92 (2016) In Memoriam: Jeff Cheyne
2016: June
June articles: Planning to Maximize the Tax Benefits of Charitable Gifts from an Estate • Five Things to Know about Mark Zuckerberg’s Charitable Pledge • Philanthrocapitalism and Impact Investing: Not Your Father’s Philanthropy • Distinguishing Significant Settlement Agreement Provisions • Delivery of Required Notices to the Estate Administration Unit • Events Calendar
2016: March
March articles: What’s New in the Courts? • What Should a Trustee Disclose to Beneficiaries After Tseng? • 2016 Section Officers and Board • Legislation Update: Oregon’s Revised Uniform Fiduciary Access to Digital Assets Act – Summarized from Various Sources • Legislation Update: Oregon’s Advance Directive for Health • Practice Tip: Basis Reporting • Practice Tip: Proposed Orders and Judgments • Events Calendar
March articles: Probate Modernization Proposal • Treasury Finally Amends Circular 230 • Waiver of Personal Representative Fees • The Chair Speaks • Tips from a Trial Attorney • UTCR eCourt Updates Affecting Probate Practice • NOLS Legislative Review• Retired Attorneys Can Stay in Section• What’s New • Events Calendar
June articles: Dynasty Trusts: Tier One Jurisdictions and Washington Developments • Oregon QTIP Election Versus OSMP Election: The Pros and Cons of Oregon Marital Deduction Elections • Retired Attorneys Can Stay in the Section • Tips from a Trial Attorney How to Avoid Being Sued for Financial Elder Abuse for Estate Planning Attorneys • Events Calendar
December articles: Overview of Estate Tax Apportionment • Events Calendar • Estate Planning Issues for Mandatory Reporters of Elder Abuse • Probate Modernization – Back to Work • Will Revocation • Tseng v. Tseng, 271 Or App 657 (2015) • Recent Eighth Circuit Court Decision Affects Special Needs Planning
2014: Jan, May, Sep, Oct (bonus), Dec
2013: Jan, Apr, Jul, Oct
2012: Jan, Apr, Jul, Oct
2011: Jan, Apr, Jul, Oct
2010: Jan, Apr, Jul, Oct
2009: Jan, Apr, Jul, Oct
2008: Jan, Apr, Jul, Oct
2007: Jan, Apr, Jul, Oct
2006: Jan, Apr, Jul, Oct
2005: Jan, Apr, Jul
2004: Jan, Apr, Jul, Oct
2003: Jan, Apr, Jul, Oct
2002: Apr, Jul, Oct
2001: Jan, Apr, Jul, Oct, Dec
2000: Jan, Apr, Jul, Oct