Oregon MCLE - Trusts and Estates Courses

This is a listing of Trusts and Estates CLE Courses for Oregon. Please make your selection below of Oregon CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.

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  • Mastering Offshore Asset Protection Planning

    This CLE program provides a focused, practice-oriented examination of offshore asset protection planning for attorneys advising clients with significant liability exposure. Participants will analyze key case law addressing offshore trusts in U.S. courts, including fraudulent transfer challenges, repatriation orders, and issues involving settlor control. The course compares leading offshore trust and banking jurisdictions, evaluating statutory protections, creditor remedies, and enforcem... More Info

    $50
    1General Credit

  • The Attorney’s Guide to Strategic Trust Planning

    This CLE program provides a practical overview of trust fundamentals for attorneys advising clients on estate planning, asset management, and incapacity planning. The course examines how trusts function as legal tools to control asset disposition, address lifetime and post-death planning objectives, and reduce the potential for conflict among beneficiaries. Participants will review the key distinctions between revocable and irrevocable trusts, including differences in control, flexibili... More Info

    $50
    1General Credit

  • Partnering on Nursing Home Negligence Cases: A Guide for Estate and Elder Law Lawyers

    Estate planning and elder law attorneys may unexpectedly become the first point of contact when a client’s loved one suffers nursing home neglect or abuse. While you may not litigate personal injury cases, you play a critical role in identifying viable claims, guiding families, and partnering with specialized nursing home injury lawyers. This CLE presentation offers a practical roadmap with four key sections: Vetting Nursing Home Cases – How to tell a legal case from a non-legal compl... More Info

    $100
    2General Credits

  • Estate Planning for the Cognitively Impaired

    This CLE course explores the nuances of estate planning with clients who may be experiencing cognitive decline, focusing on the legal standards for capacity, the ethical duties of attorneys, and best practices to prevent and defend against undue influence claims. Attorneys will learn how to assess capacity ethically, document client intent thoroughly, and structure estate plans that withstand future legal challenges. The course also reviews how courts evaluate undue influence, and provi... More Info

    $50
    1General Credit

  • Pooled Special Needs Trusts: An Important Tool to Protect Clients & Preserve Public Benefits

    If your client has a disability, or has a loved one with a disability, this impacts representation in a variety of areas, including estate planning, family law, and personal injury law. The complexity of planning for the future and navigating public benefits creates unique challenges. Attorneys must act carefully to safeguard the person’s eligibility for public benefits and to supplement those benefits to improve their quality of life. A pooled special needs trust (PSNT) is a... More Info

    $50
    1General Credit

  • 10 Mistakes to Avoid When Working with Asset Protection Trusts

    10 Mistakes to Avoid When Working with Asset Protection Trusts,' is designed to help you understand domestic and offshore trust planning. It provides tips and tricks to minimize risks and protect your assets while avoiding common mistakes. The presenter covers essential aspects, such as selecting the right jurisdiction, understanding case law, and ensuring your trust is properly funded. More Info

    $50
    1General Credit

  • The Use of Trusts in Government Benefits Planning

    This CLE presentation will address the use of various types of trusts in government benefits planning, including revocable trusts, spousal planning using revocable trusts, long term care planning using Irrevocable Medicaid Asset Protection Trusts, Supplemental Needs Trusts, and long-term care planning provisions utilized in powers of attorney. Practitioners will learn the differences among the various types of trusts used in government benefits planning, drafting provisions that may be... More Info

    $50
    1.25General Credits

  • Essential Estate Documents: Don't Delay Until It's Too Late

    This CLE program addresses a common concern: people commonly put off or do not seriously consider necessary documents for universal eventuality: death, incapacity, or providing for others who will have to step in. This one-hour course will cover basic documents and suggested text, how and when they come into play, and often overlooked issues that should be addressed. Three basic documents will be reviewed: Will, Power of Attorney, and Advance Directive. More Info

    $50
    1General Credit

  • Corporate Transparency Act: Lessons from Round One of Implementation

    Since January 1, 2024, many legal entities operating in the United States—including domestic and foreign entities—have been considering whether to file beneficial ownership information ("BOI") reports with the Financial Crimes Enforcement Network ("FinCEN"), pursuant to the Corporate Transparency Act ("CTA"). While only new entities will be subject to reporting requirements at first, thousands of those are formed every day who will need to understand—and apply—these new regulations wit... More Info

    $50
    1General Credit

  • The Nuts and Bolts of Guardianships

    This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in such matters. We also discuss the Uniform Health Care Decisions Act enacted by many states. We will discuss other matters on guardianships/conservatorships and when such a proceeding shoul... More Info

    $50
    1Practical Skills

Credits Selected

GeneralGeneral
0
EthicsEthics
0
Mental Health/Substance AbuseMental Health/Abuse
0
Practical SkillsPractical Skills
0
Access to JusticeAccess Justice
0
Abuse ReportingAbuse Reporting
0
Total Credits
0
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