Oregon Estate Planning with Forms
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Oregon Estate Planning with Forms is a publication on Oregon estate planning with comprehensive analyses on the fundamentals of estate planning.
The title also includes comprehensive information on professional responsibility, federal and state tax planning, assets passing outside of probate, power of attorney, the fundamentals of wills and trusts, special needs trust and other unusual estate plans, and marital deductions and Oregon special marital trusts.
Updated annually, these analyses are accompanied by over 175 forms, as well as practice tips for effective litigation.
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Table of contents
CHAPTER 1 INTRODUCTION AND ESTATE PLANNING BASICS
CHAPTER 2 PROFESSIONAL RESPONSIBILITY—OREGON ETHICAL RULES AND RESOURCES
CHAPTER 3 ESTATE PLANNING—TAX BASICS IN OREGON AND THE OREGON TAXABLE ESTATE
CHAPTER 4 ASSETS PASSING OUTSIDE OF PROBATE
CHAPTER 5 POWER OF ATTORNEY
CHAPTER 6 THE BASIC ESTATE PLAN/SIMPLE ESTATE PLANNING
CHAPTER 7 BEYOND THE BASIC ESTATE PLAN (ADDICTION/SPECIAL NEEDS TRUSTS, GSTT, AND PLANNING FOR UNUSUAL FAMILY SITUATIONS)
CHAPTER 8 MARITAL DEDUCTION AND OREGON’S SPECIAL MARITAL TRUST