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ABCs of Decedents' Estate Administration

6 hours 45 minutes

This program is designed to help you guide your client and your case through the estate administration process from non-probate alternatives to formal probate estate administration.  Our faculty of experienced practitioners and judges will take you through the options and provide assistance in determining the right choice for an array of situations. From the basics to useful practice tips from experts, this program will help de-mystify the processes of estate administration and assist you in providing efficient and effective counsel.

Friday, March 15, 2013
6.25 General or Practical Skills and .5 Ethics MCLE Credits

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PROGRAM SCHEDULE==========================

8:30–9:00    Utilizing Paralegals Ethically
        •    Avoiding unlawful practice of law by staff
        •    Maintaining confidentiality
        •    Billing, compensation, and solicitation practices        
        – Steven B. Taylor

9:00–9:30    Alternatives to Probate
        •    The “how to,” “when to,” and “why” or “why not” of avoiding probate
        •    Various ways of avoiding probate and the appropriateness of using those alternatives
        – Brent S. Kinkade

9:30–10:00    Initiating Probate
        •    Establishing the attorney-client relationship
        •    Assets, venue, jurisdiction, and tax considerations
        •    Will or no will
        •    Bonding and asset restriction
        •    Initial petition, notices, and limited judgment
        – Timothy Marble

10:00–10:15    break    

10:15–10:45    Inventory, Collection, and Management of Assets
        •    How to determine when possession and control is or is not necessary
        •    When an appraisal is desirable
        •    When to delegate
        •    Investment responsibilities
        – Jonathan A. Levy

10:45–11:15    Title Problems
        •    Small estates and trusts
        •    PR deeds
        •    Affidavits of heirships
        – Alan K. Brickley
11:15–11:45    Creditors’ Claims
        •    Forms and information you need to deal with creditors’ claims against the estate
        •    What do your clients need to give you to alert you to claims?
        •    What is the best way to formally and informally handle claims?
        – Christine R. Costantino
        – Eric J. Wieland
11:45–12:15    Closing and Distribution of Assets
        •    How to complete the final account to the satisfaction of your client, the court, and all estate beneficiaries
        •    How to properly request attorney and fiduciary fees
        •    How to accomplish closing and distribution of the estate and discharge of the personal representative
        •    Tips on accounting for and closing an insolvent estate
        – Richard A. Pagnano

12:15–1:30    lunch

1:30–2:30    View from the Probate Bench
        Written questions in advance of the CLE are encouraged. The judges will share their current concerns and tips and discuss the following issues, among others:
        •    Attorney fees
        •    Attorney’s duty to the court in any probate proceeding
        •    Sealing information in a probate proceeding
        •    Restriction of assets—what, when, who, and how
        •    Partial distributions from an estate
        •    ADR in probate cases
        •    Impact of budget cuts on processing probate cases
        – Hon. Rita Batz Cobb
        – Hon. Robert D. Herndon
        – Hon. Lauren S. Holland
        – Hon. Katherine E. Tennyson

2:30–2:45    break

2:45–3:30    Administration of Estates with Revocable Trusts
        •    Coordination with probate
        •    Selected taxation issues
        •    Accounting and closing
        – Brian M. Thompson

3:30–4:30    Taxing Thoughts About Non-Taxable Estates
        •    Really non-taxable?
        •    Income, property, and other taxes
        •    Incorporating tax issues into probate process
        •    Commonly encountered trust tax issues
        – Gwendolyn Griffith
4:30 p.m.    adjourn

PROGRAM FACULTY==========================

Alan K. Brickley
Counsel, First American Title
Insurance Company of Oregon

Hon. Rita Batz Cobb
Washington County Presiding Probate Judge

Christine R. Costantino
Buckley Law PC

Gwendolyn Griffith
Tonkon Torp LLP

Hon. Robert D. Herndon
Clackamas County Circuit Court

Hon. Lauren S. Holland
Lane County Circuit Court

Brent S. Kinkade
Karnopp Petersen LLP

Jonathan A. Levy
Cavanaugh Levy Bilyeu LLP

Timothy Marble
Marble Law Office PC

Richard A. Pagnano
Davis Pagnano McNeil & Vigna LLP,
The Elder Law Firm

Steven B. Taylor
Attorney & Portland Community College Paralegal Program Instructor

Hon. Katherine E. Tennyson
Multnomah County Presiding Probate Judge

Brian M. Thompson
Law Office of Brian M. Thompson

Eric J. Wieland
Samuels Yoelin Kantor LLP

Mark M. Williams
Program Planner
Gaydos, Churnside & Balthrop PC   

Original Recording Date: Friday, March 15, 2013

CLE Credits (60): 6.25 General or Practical Skills

Ethics Credit (60): .5 Ethics

Practical Skills: 6.25 Practical Skills

Produced By:

Oregon Law Institute of Lewis & Clark Law School

Course Materials

  • *Ch-01 Utilizing Paralegals Ethically
  • *Ch-02 Alternatives to Probate
  • *Ch-03 Initiating Probate
  • *Ch-04 Inventory Collection and Management of Assets
  • *Ch-05 Title Problems
  • *Ch-06 Probate and Creditor's Claims
  • *Ch-07 Closing and Distribution of Assets
  • *Ch-08 View from the Probate Bench
  • *Ch-09 Administrating a Revocable Trust, Post Mortem
  • *Ch-10 Taxing Thoughts About Non-Taxable Estates
  • Schedule, Bios, TOC etc.
  • Evaluation
  • MCLE form
  • PowerPoint Slides