Administering Trusts in Oregon

Transcription

1 Incorporates the new Oregon UTC! Administering Trusts in Oregon 2007 Revision With Administering Trusts in Oregon you will: Confidently represent your clients under the new Oregon Uniform Trust Code. Always be prepared with up-to-date, essential information on trust administration. Save precious billable hours by avoiding extensive original research. Early-bird pricing order by April 16, 2007, and receive a 10% discount.

2 Administering Trusts in Oregon 2007 Revision Contents 1 The Role of Trusts in the Estate Planning Process 2 Overview of the Oregon Uniform Trust Code 3 Trust Substitutes Robert J. Saalfeld Jeffrey G. Moore Susan N. Gary Valerie J. Vollmar Timothy L. Jackle Eric R. Foster 4 Trustee Selection and Succession 5 Trustee s Duties, Powers, and Liabilities Laurie Neilson Lee Marilyn K. Reynolds Timothy J. Wachter 6 Management Procedures Jaqueline M. Gallo 7 Principal and Income 8 Tax Aspects of Trust Administration 9 Trust Investments 10 Creditors Rights and Spendthrift Clauses 11 Charitable Trusts Christopher P. Cline Stephen E. Kantor Russell R. Kilkenny Christopher P. Cline Jonathan A. Levy James C. Cavanaugh Amy L. Silliman

3 12 Special Needs Trusts 13 Pet Trusts 14 Oregon Rule Against Perpetuities 15 Litigation 16 Modification, Revocation, and Termination 17 Tax Issues in Postmortem Administration 18 Ethics and Conflicts of Interest 19 Environmental Liability Issues Donna R. Meyer J. Alan Jensen Amelia E. Heath Emily V. Karr James R. Cartwright John Folawn Matthew Whitman Susan A. Miller D. Charles Mauritz Christine P. Brown Carolyn W. Miller Emily V. Karr Peter R. Jarvis Penny H. Serrurier Hong N. Huynh Stephen E. Kantor, B.S., University of Oregon (1971); J.D., Northwestern School of Law, Lewis & Clark College (1974); C.P.A. (1976); member of the Oregon State Bar since 1974; partner, Samuels Yoelin Kantor Seymour & Spinrad LLP, Portland. Carolyn W. Miller, B.A., University of California, Santa Barbara (1975); J.D., Willamette University (1978); member of the Oregon State Bar since 1978 and the Washington State Bar Association since 1993; Carolyn W. Miller, P.C., Portland. * License Agreement for Forms on CD: Purchase of this product includes forms on CD licensed to one attorney user. Additional licenses may be purchased for $20 each on the order form or at a later time. If you would like to review the license agreement prior to purchase of additional licenses, please contact the CLE Publications Department at or visit our Web site at

4 A pragmatic and thorough guide for lawyers in estate planning, elder law, family law, or general practice, Administering Trusts in Oregon includes all you need to know so you can ensure your clients peace of mind. Also, a chapter written by the chairs of the Oregon UTC Study Committee analyzes the new trust code and explains each new code provision. Learn how the duties of lawyers and trustees have evolved regarding: Providing accountings to beneficiaries Compensation and timelines Receipts and disbursements, and adjustments that may be involved Beneficiaries versus qualified beneficiaries When to release the power to adjust between principal and income or convert to a unitrust instead Trust asset investment and management changes effected by the Uniform Prudent Investor Act Whether to choose a corporate trustee or an individual trustee The process for removing a trustee by court order How to determine a trustee s tax liability after the settlor dies Other highlights: Procedures when transferring various types of property of a trust Important distinctions between a grantor trust and a nongrantor trust Tax implications when transferring property by gift into a trust How the exercise of a power of appointment affects a creditor s ability to reach trust assets New changes to and explanations of revocable and irrevocable trusts All of this information (and much more) in a handy desk reference buy your copy today.

5 Order Form Administering Trusts in Oregon Name Bar # Firm Name Phone Shipping Address (No PO Box) City State Zip Code PRINT FORMAT WITH FORMS ON CD* vol. [407.KB] $ $ vol. with binder [407.KT] $ $ Additional Licenses Forms on CD* 2007 forms on CD additional user license [417510F.CW] $ $ Subtotal: $ Subtract 40% if you re a BarBooks subscriber: $ Subtotal: $ Shipping and handling fee: $ 7.00 TOTAL ORDER: $ WB PAYMENT OPTIONS: Check Enclosed: Payable to Oregon State Bar Please Bill: Customer No. Credit Card (VISA & MasterCard Only) All the information below is required when paying by credit card. Credit Card Number Expiration Date Name on Credit Card (Please Print) Credit Card Billing Address City State Zip Code Authorized Signature FOUR WAYS TO ORDER: 1. ONLINE: Order online with a credit card at our secure bookstore at 2. MAIL: Mail order with payment to: Oregon State Bar Service Desk, SW Upper Boones Ferry Road, P.O. Box , Tigard, Oregon FAX: Fax this page, including credit card information, to the Service Desk at To avoid duplicate orders, do NOT mail a copy. 4. PHONE: Call the Service Desk at , or toll-free in Oregon at , ext Please allow two weeks for normal delivery for all order methods. RETURN POLICY: Returns with receipt (picking list) are accepted within 45 days from the shipping date. Defective products will be replaced. Full refund for books with no visible marks, creases, etc. and in saleable condition. Full refund for unopened CD-ROMs, audio, and video products. Please send to OSB, Attention: Returns, SW Upper Boones Ferry Road, P.O. Box , Tigard, Oregon Questions? Call ; toll-free in Oregon , ext Oregon State Bar