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Oregon CLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for Oregon. Please make your selection below of Online, CD-ROM & Audio CD CLE courses for Trusts and Estates in Oregon, OR. Click "Add" to purchase Individual CLE Courses. For more information about a particular CLE course, click on a course name.

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Trusts and Estates Courses

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Asset Protection Planning

From the underlying substantive law to practical aspects of asset protection planning (i.e., what works and what does not), this program will teach you everything you need to know about protecting your assets from plaintiffs and creditors. Mr. Stein, a leading expert in asset protection will cover specific planning strategies and solutions, including planning with community property, business entities and domestic and foreign trusts. In 2010, specific emphasis will be placed on protecting assets...

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General Credits
1.75
Price$100

Drafting a Basic Trust & Will: Two Part Series

Part 1: A trust is a fiduciary relationship in which property is transferred from the creator to one or more persons, known as trustees, who manage that property for the benefit of another individual called the beneficiary. The purpose of a trust is to insure that property is appropriately managed and its income disbursed to persons whom the creator elects to benefit from the property. This course in drafting a basic trust discusses all of the fundamental requirements to create a valid trust, i...

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General Credits
2
Price$75

Reverse Mortgages in a Nutshell: Introduction to a HECM

Don’t miss this opportunity to learn all you need to know about reverse mortgages. This lecture will focus on the Home Equity Conversion Mortgage (HECM). The HECM is the dominant type of reverse mortgage and is becoming more widely used. It is important for attorneys to have a working understanding of the HECM in order to properly advise clients. This lecture will present the HECM in depth, including a comparison to the attributes of the “forward” mortgage.

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General Credits
1
Price$75

The State of the Art in Asset Protection

Explore the most advanced asset protection techniques currently used. This fascinating CLE program will address sales to intentionally defective grantor trusts, offshore trusts, offshore banking and Swiss annuities and much more. Jacob Stein, a leading expert in asset protection discusses a variety of tools and strategies that you can employ in order to help preserve wealth for your clients. Mr. Stein will also review how recent legislation affects your planning strategies.

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General Credits
1.75
Price$100
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