OR Specific

Trusts, Estates & Probate

Estate Planning in Oregon: From A to Z

Credits Available
Credit Status Total
Oregon CLE Approved 6 Total
Washington CLE Approved 6 Total
OnDemand
5 hours 53 minutes
Christopher Cauble
Barbara Smythe
Jeff Patterson
Aaron Smith
With Christopher L. Cauble from Cauble, Furr & Beguin, LLP + 3 others
Recorded April 26, 2023
Product ID 96474

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Overview

Get Critical Tools for Shaping Your Clients' Legacies

This no-nonsense introduction to estate planning breaks it down to its key working documents and fundamental steps. Learn how to map out asset transfers during life and distributions in probate, prepare clients for incapacity and nursing home care, and more. Whether you're just getting started or looking for a practical refresher, you'll find our expert faculty's insights helpful. Get the tools and tactics you'll need to ensure your client's estates function as intended. Register today!

  • Explore the top types of wills and trusts used in the practice, and pick the right one for each client.
  • Build Medicaid eligibility planning into your overall plans and avoid unintentional tax and creditor exposure.
  • Prevent POA abuse through wise choice of proxy and careful drafting.
  • Help clients plan for medical decision-making and diminishing capacity.
  • Plan for the tax consequences of trusts and other planning techniques and find ways to minimize the tax burden.
  • Spot common mistakes that will land you in hot water in joint representation of spouses.

Abbreviated Agenda

  1. Essential Will and Trust Drafting
  2. Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities
  3. Special Needs Trusts and Medicaid Planning
  4. Essential Tax Tactics
  5. Probate in a Nutshell: What to Expect
  6. Legal Ethics

Related Topics

Product ID 96474

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. Essential Will and Trust Drafting

    1. Client Intake and Crafting the Overall Plan
    2. Wills vs. Trusts
    3. Top Trusts to Use
    4. Drafting Essential Provisions (With Sample Language)
      1. Fiduciary Powers
      2. Distributions
      3. Special Clauses

  2. Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities

  3. Special Needs Trusts and Medicaid Planning

    1. Medicaid Eligibility Criteria
    2. Medicaid Planning Tools
    3. Types of Special Needs Trusts
    4. Essential SNT Provisions
    5. Preserving Benefits
    6. ABLE Accounts
    7. Financial and Medical Decision-Making, Guardianships

  4. Essential Tax Tactics

    1. Current State and Federal Tax Rates and Exclusions
    2. Tax Tactics for Small vs. Large Estates
    3. Valuation of Assets
    4. Taxation and Tax Consequences of Trusts

  5. Probate in a Nutshell: What to Expect

  6. Legal Ethics

    1. Who Is Your Client?
    2. Conflicts of Interest
    3. Joint Representation of Spouses
    4. Client Capacity
    5. Effective Communication
    6. Practicing Before the IRS
    7. Attorney Fees, Engagement Agreements, and Client Trust Accounts
    8. Preventing UPL

Who Should Attend

This basic level online seminar is designed for:

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

Speakers

Christopher L Cauble
Christopher L.
Cauble
Cauble, Furr & Beguin, LLP
Barbara Smythe
Barbara
Smythe
Elder Law Portland LLC
Jeff S Patterson
Jeff S.
Patterson
Lynch Murphy McLane, LLP
Aaron T Smith
Aaron T.
Smith
Patterson Smith PC
Speaker bio
Christopher L Cauble

Christopher L. Cauble

Cauble, Furr & Beguin, LLP
Christopher Cauble

is a partner in the firm of Cauble & Whittington, LLP in Grants Pass, 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. He also deals with all estate and probate related tax issues. Mr. Cauble 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 United States Supreme Court. He earned his B.A. degree from Willamette University and his J.D. degree, cum laude, from Gonzaga University School of Law.

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Speaker bio
Barbara Smythe

Barbara Smythe

Elder Law Portland LLC
Barbara Smythe

is an attorney with Elder Law Portland LLC. Ms. Smythe earned her J.D. degree from Lewis & Clark Law School in 1992, where she served on the Law Review and Moot Court Honor Board. Ms. Smythe practiced law with large and small firms before opening her own practice in 2013. Throughout her career, she has been active in service and leadership roles within the Oregon legal community, and currently sits on the OSB Legal Ethics Committee, the Washington County Bench-Bar Committee, and the Newsletter Board for the Elder Law Section of the OSB. Ms. Smythe frequently writes and speaks to community and professional groups on estate and elder law issues. She has also served for many years as a volunteer coach and judge for the Classroom Law Project High School Mock Trial competition.

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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. Mr. Patterson has practiced estate planning in Oregon for over 17 years. He offers expertise in advanced estate and gift tax planning, including various charitable giving strategies, advanced estate and gift tax structures, and succession planning. Mr. Patterson is a member of the Executive Committee for the Tax Section of the Oregon State Bar, a member of the Estate Planning and Tax Sections of the Oregon State Bar, and a member of the Central Oregon Estate Planning Council. He 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. Mr. Patterson is a fellow with the American College of Trust and Estate Counsel (ACTEC).

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Speaker bio
Aaron T Smith

Aaron T. Smith

Patterson Smith PC
Aaron Smith

is an attorney with Patterson Smith PC in Gresham, Oregon, where he specializes in estate planning, elder law, and closely-held business formation. Mr. Smith's estate planning practice focuses heavily on complex trust preparation and administration. He earned his B.A. degree from California St. University Northridge and his J.D. degree from Thomas Jefferson School of Law. Mr. Smith is admitted to practice in California and Oregon.

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In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
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.
When will the OnDemand be available and how long will I have access to the content?
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.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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