Newsletters

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 Sheryl McConnell at smcconnellor@aol.com 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: 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