Building an estate plan with a client is a rewarding but oftentimes complicated practice.
From your first meeting with the client until the plan is completed, your skill set must be at its sharpest to ensure your client's financial and personal interests are carried out without complication.
This CLE is designed for attorneys who are new to estate planning, and our experienced speakers will guide you through the entire estate planning process, passing on valuable tips along the way.
The following Key topics will be discussed:
- Drafting Fiduciaries, Forms and Clauses
- Living Trusts (Revocable vs. Irrevocable)
- Funding a Trust
- Probate Basics
- Potential Tax Pitfalls (Estate, Gift, Marital Deduction, etc.)
- Financial/Medical Power of Attorney
- Advance Health Care Directives
- Wealth Transfer Charitable Tax Deduction
08:15 – 08:45 |
Registration |
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08:45 – 09:15 |
Essentials of Attorney/Client Relations |
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09:15 – 10:15 |
Understanding Wills and Trusts |
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10:15 – 10:45 |
Basics of Probate |
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10:45 – 11:15 |
Potential Tax Pitfalls |
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11:15 – 11:30 |
Break |
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11:30 – 12:00 |
Preparations for Incapacity |
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12:00 – 12:15 |
Charitable Giving Considerations |
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Attorney James Oberholtzer
Rohlfing & Oberholtzer Attorneys & Counselors at Law – Portland, OR
James Oberholtzer has provided legal services to clients for over 25 years.
He has provided legal representation to:
Entrepreneurs. Closely held companies, family partnerships and individual entrepreneurs in formation and finance of enterprises, acquisitions and joint ventures, strategic planning and executive compensation, entity governance, integration of tax, legal and business objectives, protection of intellectual property and selection and supervision of local counsel.
Senior Housing. Senior housing owners and operators in acquisition and development of senior housing facilities, operations and finance of senior housing enterprises, and taxation.
Large Companies. Large publicly traded companies on intellectual property, acquisitions and mergers, taxation, real estate, employment and related matters, and taxation.
Charities and Foundations. Charities and foundations on not for profit governance, obtaining and maintain tax exempt status, donation issues, operations and charitable solicitation, and taxation.
Families. Estate planning, family wealth planning, wills and trusts, taxation of wills and trusts, guardianship and conservatorships, creation and administration of trusts, and probate of estates.
Areas of Practice
Business law
Real estate development
Tax
Estate Planning
Probate
Trust Planning & Administration
Charitable Organizations
Bar Admissions
Virginia, 1979
Illinois, 1980
U.S. District Court, ND Illinois 1990
Oregon, 2002
Washington, 2008
US District Court, Oregon 2009
Education
DePaul University, Chicago LLM, Tax 1985
Washington & Lee University LL.B. 1979
Earlham College, Economics 1975
Professional Associations and Memberships
Virginia State Bar Association
Illinois State Bar Association
Oregon State Bar Association
Washington State Bar Association
American Bar Association
Live CLE • Estate Planning Basics
March 22, 2012 • Portland, OR
Total OR CLE credits: 3 hours
This course has been submitted for approval to the Oregon State Bar-final approval pending.
Embassy Suites Portland - Downtown
319 SW Pine Street
Portland, Oregon 97204
Note: Parking is on your own.
Start 08:45 AM – Finish 12:15 PM
$200 First Registrant
Add Associate $100 dollars*
Add Paralegal $100 dollars*
Special: Young Lawyers, with under four (4) years acceptance to the Bar, may use coupon code YL25 to receive a $25 discount when checking out.
Can't attend? Pre-order audio now.
Receive a copy of the complete audio recording of this live CLE along with the Power Point and materials. (Audio recordings are made available approximately 2 weeks after completion of the live CLE.)
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