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Wills, Trusts & Probate: A Non-Lawyers Guide Date: 06/21/06 Live 8:15-4:30 p.m. Credits: 8* $150.00 Location: Bank of America Financial Center
121 S.W. Morrison
Portland, OR 97204
Lunch: 1 hour lunch break.** Registration: Registration Form - Seating is limited. Audience: This course should appeal to all professionals interested in wills trusts and probate including CPAs, CFPs, and insurance professionals.
Level: Basic
Description: CPAs and other financial professionals often advise clients about estate planning, trusts and probate. An aging population guarantees this to be an expanding practice area. This course provides advisers with some solid knowledge to help clients and their families with both pre and post-death matters.
Learn About: The impact of common types of property co-ownership and community property. » Typical and unusual will provisions. » The importance of non-probate property. » The impact of debts and creditors. » Income and transfer tax issues including marital deduction planning. » Learn about various trust and their uses. » The role of fiduciaries and fiduciary income concepts. » Common probate issues. » Post-death issues including income in respect of a decedent. » The use of disclaimers. » How non-lawyers can avoid malpractice traps.
Instructor: Jim Jurinski, Attorney/CPA (Oregon and Washington).
Of Counsel to the law firm Draneas & Huglin, P.C., a law firm focusing on wills, trusts, tax, and general business matters, Jim also is the author or co-author of a number of books and articles on estate planning and taxes, including Tax and Financial Planning, For The Closely Held Family Business published by American Law Institute-American Bar Association. more »* Credit varies by profession. Please see our page on Professional CPE Requirements.
** Lunch is 1 hour. Please bring your own brown bag lunch or eat at one of the many restaurants or fast food outlets nearby. Refrigeration is available.
Beverages are provided.
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