The section publishes quarterly newsletters for its members. If you are not currently a member of the section, please join now to receive current and future issues. Please contact our newsletter editor Chris Cline at if you are interested in contributing or have an idea for an article for the Estate Planning and Administration section newsletter.
A newsletter archive follows, with pdfs and content lists provided for recent issues: 

 2018: October
October articles:  An Estate Planner’s Guide to Federal Tax Procedure • Your Oregon-Only Clients May Now Be Required to Collect Sales Tax: Life After South Dakota v. WayfairEditor’s Corner: A Portion of Trustee Fees Are Still Deductible •  Events Calendar

 2018: July
July articles:  Why Own an Annuity? • Crossing the River to Avoid Oregon Taxation of Trust Income • Case Law Update – Summer 2018 •  Events Calendar

 2018: April
April articles: Transfer Tax Considerations Under the Tax Cuts and Jobs Act • The Tax Cuts and Jobs Act: Selected Issues for Individuals
• 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

 2017: March

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

2015: MarchJune, SepDec 

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

September articles:   Foreclosures of Reverse Mortgages: Inadvertent Tax Liability To Estate Beneficiaries • 529 Plans: Beware Transfer Tax Consequences on Change of Beneficiary • Federal and Oregon Income Tax Planning for Trusts • 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: JanMaySepOct (bonus)Dec
2013: JanAprJulOct
2012: JanAprJulOct
2011: JanAprJulOct
2010: JanAprJulOct
2009: JanAprJulOct
2008: JanAprJulOct
2007: JanAprJulOct
2006: JanApr,  Jul, Oct
2005: JanAprJul
2004: JanAprJulOct
2003: JanAprJulOct
2002: AprJulOct
2001: JanAprJulOctDec
2000: JanAprJulOct

 Additional issues are available back through May 1984. Contact OSB Creative Services for help.

Estate Planning and Administration Section