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Trusts, Estates & Probate

Step-by-Step Guide to Drafting Wills and Trusts in Oregon

Credits Available
Credit Status Total
Oregon CLE Approved 6 Total
Washington CLE Approved 6 Total
OnDemand
5 hours 53 minutes
Christopher Cauble
Charles McNair
Jeff Patterson
Barbara Smythe
With Christopher L. Cauble from Cauble, Furr & Beguin, LLP + 3 others
Recorded April 04, 2025
Product ID 100021

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Overview

Complete With Essential Sample Forms, Tax Tactics, and Troubleshooting Solutions

Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - our experienced attorney faculty are here to share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - register today!

  • Get practical will and trust drafting skills to speed up the process and give the testator's last wishes power.
  • Stave off conflicts of interest with a clear determination of who your client is from the start.
  • Learn how to deal with interested relatives who want to be present at all the planning meetings.
  • Explore the pros and cons of using a revocable living trust in the will's stead and find out when it's a better option.
  • Explore the functions and mechanics of major trust structures - and make certain you choose the right tool for each job.
  • Give each provision full power with precise word choices - get sample forms to speed up the process.
  • Make sure your remarried and unmarried clients know the default inheritance laws and help them make sure the right beneficiaries are assigned.
  • Anticipate key tax issues, including individual income tax planning and trust taxation.
  • Phrase the fiduciary and beneficiary designations to leave no room for misinterpretation.
  • Help your clients make the tough medical decisions regarding long-term care, end-of-life and organ donation.
  • Learn how to verify and document the testator's competency to close the door on any potential will contests.

Abbreviated Agenda

  1. Key Elements of Effective Wills
  2. Trusts as Alternatives to Wills
  3. Basic Tax Concerns
  4. Documenting Long-Term Care, Incapacity, and End-of-Life Decisions
  5. Planning for Unmarried and Remarried Couples
  6. Ethics

Related Topics

Product ID 100021

Credit Details

Credits Available
Credit Status Total
Oregon CLE Approved 6 Total
Washington CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Key Elements of Effective Wills

    1. Establishing Statutory Framework
    2. Types of Wills
    3. Verifying and Documenting the Testator's Competency
    4. Beneficiary Designations in Retirement Plans and Life Insurance
    5. Pension Distributions During and After Life
    6. Titling Assets
    7. Designating Fiduciaries
    8. Planning for Disabled Children
    9. Sample Will Verbiage
    10. Sample Forms
    11. Updating Will Documents

  2. Trusts as Alternatives to Wills

    1. When to Recommend a Trust Over a Will
    2. Types and Functions of Trusts
    3. Selecting Trustee(s)
    4. Choosing Trust Situs
    5. Trust Funding Basics
    6. Sample Forms

  3. Basic Tax Concerns

    1. Get Updated on Changing Legislation and Case Law
    2. Federal Estate and Gift Tax Update
    3. Assess the Impact of the State Estate Tax
    4. Individual Income Taxes - Issues You Need to Look At
    5. Generation Skipping Transfer Tax - Recent Changes
    6. Trust Taxation Basics
    7. Disclaimer Trusts
    8. Crummey Powers and the IRS
    9. Frequently Asked Questions About Fiduciary Taxes
    10. Tips for Calculating Tax Deductions
    11. Why a Comparison to Neighboring States' Taxes is Important

  4. Documenting Long-Term Care, Incapacity, and End-of-Life Decisions

    1. Basic Medicaid Planning
    2. Long-Term Care Options and Planning in a Nutshell
    3. Advance Medical Directives
    4. Powers of Attorney
    5. DNR Orders and Organ Donation Considerations

  5. Planning for Unmarried and Remarried Couples

    1. Pre- and Post-Marital Agreements
    2. Planning for Children From Previous Marriage(s)
    3. Estate Planning for Same Sex Couples

  6. Ethics

    1. Defining Who Your Client Is From the Start
    2. Handling Clients With Diminishing Mental Capacity
    3. Lawyers Acting as Fiduciaries
    4. Practicing Before the IRS
    5. Conflicts of Interest

Who Should Attend

This basic level online seminar offers foundational will and trust drafting skills that will benefit:

  • Attorneys
  • Paralegals
  • Trust Officers and Personal Representatives
  • Estate Planners
  • Accountants and CPAs
  • Tax Professionals

Speakers

Christopher L Cauble
Christopher L.
Cauble
Cauble, Furr & Beguin, LLP
Charles M McNair
Charles M.
McNair
Fowler & McNair, LLP
Jeff S Patterson
Jeff S.
Patterson
Lynch Murphy McLane, LLP
Barbara Smythe
Barbara
Smythe
Elder Law Portland LLC
Speaker bio
Christopher L Cauble

Christopher L. Cauble

Cauble, Furr & Beguin, LLP
Christopher Cauble

is the managing partner in the firm of Cauble, Furr & Beguin, LLP in Grants Pass, Oregon, practicing in the area of probate and trust litigation, including litigating claims, money that has been stolen by PR's or fiduciaries, defending or prosecuting will contests, and elder abuse litigation. Mr. Cauble also deals with all estate and probate related tax issues. He is admitted to practice in Oregon and before the U.S. Tax Court, U.S. District Court District of Oregon, as well as the Ninth Circuit Court of Appeals and the U.S. Supreme Court. Mr. Cauble earned his B.A. degree from Willamette University and his J.D. degree, cum laude, from Gonzaga University School of Law. He is also a member of Oregon State Bar Board of Governors from 2020-2024.

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Speaker bio
Charles M McNair

Charles M. McNair

Fowler & McNair, LLP
Charles McNair

is a partner in the Medford, Oregon law firm of Fowler & McNair, LLP, where he practices in the areas of estate and trust planning and administration, business and corporate planning, creditor's rights and private and court ordered arbitrations. He has presented on Article 9, Debtor-Creditor and commercial practice. Mr. McNair earned his B.A. degree from the University of Oregon and his J.D. degree from Northwestern School of Law. He is a member of the Jackson County Bar Association and a 50 year member of the Oregon State Bar.

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Speaker bio
Jeff S Patterson

Jeff S. Patterson

Lynch Murphy McLane, LLP
Jeff Patterson

is a partner with Lynch Murphy McLane, LLP. He has practiced estate planning in Oregon for over 20 years. Mr. Patterson offers expertise in advanced estate and gift tax planning, including various charitable giving strategies, advanced estate and gift tax structures, and succession planning. He is a member of the Executive Committee for the Tax Section of the Oregon State Bar, member of the Estate Planning and Tax Sections of the Oregon State Bar, a member of the Central Oregon Estate Planning Council. Mr. Patterson earned his J.D. degree from the Northwestern School of Law at Lewis & Clark College and his LL.M. degree in taxation from the University of Alabama School of Law. He is a fellow with the American College of Trust and Estate Counsel (ACTEC)

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Speaker bio
Barbara Smythe

Barbara Smythe

Elder Law Portland LLC
Barbara Smythe

has been practicing estate and elder law for most of her 33 year legal career. After earning her J.D. degree from Lewis & Clark Law School in 1992, she worked in a variety of legal settings before opening her own practice in 2013. Throughout her career, Ms. Smythe has been active in the Oregon legal community, having served on numerous OSB, local, and specialty bar committees and organizations. She has also coached and judged students at the regional, state, and national high school mock trial competitions for the past 16 years, and counts herself a mock trial super-fan.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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