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January 2019

Lawyer Wellness: How Mental Health and Substance Use Can Affect Our Profession

January 9, 2019 @ 12:00 pm - 1:00 pm
Oregon State Bar, 16037 SW Upper Boones Ferry Rd
Tigard, Oregon 97224
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Free

A landmark 2016 ABA/Hazelden Betty Ford Foundation national study found that attorneys are nearly twice as likely as the general population to experience problematic alcohol use, and younger attorneys (under 30) are approximately three times as likely. Reported levels of depression, anxiety, and stress were also significantly elevated among attorneys according to the study. Given these realities the Oregon Supreme Court approved amendments to the MCLE rules requiring mental health, substance use, and cognitive impairment education. This complimentary seminar will…

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Trust and Estate Planning Issues in Divorce

January 17, 2019 @ 10:00 am - 11:00 am
Via telephone
$65

Marital separation and divorce are fraught with emotion but also with financial decisions that have major estate, trust, and tax implications. Transfers pursuant to divorce are generally tax-deferred. But there are many complications, including the transfer of property over time or where the value may not be known, the assumption of debts, the treatment of income held in trust, and complex issues of beneficiary designations in retirement plans and insurance contracts. If not properly planned, these transfers can have substantially…

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Ethical Issues When Representing the Elderly

January 18, 2019 @ 10:00 am - 11:00 am
Audio Seminar, via Telephone OR United States
$65

Many ethical issues arise when lawyers represent elderly clients. Foremost is determining whether a client has the capacity to make valid decisions—and if not, then what? There are many conflict of interest issues, including whether direction is taken from the elderly person or another person (often an adult child) who is paying for the representation. There are also issues involving the exercise of undue influence by a caregiver or other person, including the validity of gifts to that person. Preserving…

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March 2019

Drafting Special Needs Trusts for Vulnerable Clients

March 6, 2019 @ 10:00 am
Audio Seminar, via Telephone OR United States + Google Map
$65

Special needs trusts are designed to provide for the long-term care of individuals who are unable to provide for themselves due to physical or intellectual impairments, whatever their age. SNTs are intended to preserve the beneficiary’s eligibility for public benefits—Social Security, Medicare, and Medicaid—while maximizing the private resources of the beneficiary’s family. Drafting distribution clauses and selecting the right trustee to make financial and health care–related decisions for the beneficiary are the essential steps in the planning process. This program…

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Trust and Estate Planning for Second Marriages

March 20, 2019 @ 1:00 am - 11:00 am
Via telephone
$65

Second marriages give rise to a wide range of planning challenges. Planning for the equitable distribution of property in “blended” families—a second spouse, children or grandchildren from a prior marriage, and perhaps children from the second or subsequent marriage—is fraught with legal and emotional landmines well beyond customary tax planning. Failure to carefully consider objectives and consequences and to communicate and execute plans can easily leave a client’s estate exposed to open and raw disputes among competing heirs and eventually…

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March 20, 2019 @ 10:00 am - 11:00 am
Audio Seminar, via Telephone OR United States
$65

Second marriages give rise to a wide range of planning challenges. Planning for the equitable distribution of property in “blended” families—a second spouse, children or grandchildren from a prior marriage, and perhaps children from the second or subsequent marriage—is fraught with legal and emotional landmines well beyond customary tax planning. Failure to carefully consider objectives and consequences and to communicate and execute plans can easily leave a client’s estate exposed to open and raw disputes among competing heirs and eventually…

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April 2019

The Next Frontier Artificial Intelligence and the New Digital Landscape of Elder Law and the Elder Care Industry

April 11, 2019 @ 1:00 pm - April 12, 2019 @ 4:00 pm
Hilton Denver City Center, 1701 California Street
Denver, CO 80202 United States
$595

Robots caring for our seniors. Investments in cryptocurrency. Exploring the complexities and options of how one wishes to die. Devices that can monitor mom’s vital signs and condition and alert both children and care coordinators when something is wrong. The landscape of elder law and elder care is changing dramatically. Attorneys and elder care professionals must be prepared for these changes, including rethinking how to communicate with clients and referral sources.  This cutting-edge program will both excite you and equip…

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May 2019

Elder Law Section unCLE

May 3, 2019 @ 8:00 am - 4:30 pm
Valley River Inn, Eugene, 1000 Valley River Way
Eugene, OR 97401 United States
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The 17th annual UnCLE program provides elder law practitioners the opportunity to get together for a day-long session of brainstorming, networking, and the exchange of ideas on topics ranging from estate planning to guardianship to Medicaid to office practice management. The sessions will be held in small discussion groups with topics moderated by elder law attorneys willing to share their experiences. There will be no formal speakers, but there will be time to question and learn from our peers. The…

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July 2019

2019 Fiduciary Litigation Update

July 30, 2019 @ 10:00 am - 11:00 am
Audio Seminar, via Telephone OR United States
$65

This program is a wide-ranging discussion of developments in fiduciary litigation. The presentation covers significant developments in claims based on failure to make discretionary distributions, trends in claims of undue influence or duress, and claims based on failure to diversify in a volatile market environment where general economic condition are softening. You will learn about developments in fiduciary litigation and hear how these developments alter prior law. Review of significant case law developments and trends in fiduciary litigation Failure to…

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October 2019

Elder Law 2019: Delving Deeper into the Current Issues

October 4, 2019 @ 8:30 am - 4:45 pm
Multnomah Athletic Club, 1849 SW Salmon St
Portland, OR 97205 United States
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$200

While Oregon is following the national trend, driven by the aging baby boomer generation, Oregon’s 65-and-older population is growing faster than the nation’s as a whole. Explore the critical legal issues facing this population and gain essential tools to advise your clients on how to plan for their future. Master the basics of Supplemental Security Income for the elderly and persons with disabilities. Learn about Social Security rules for maximizing the Oregon Achieving a Better Life Experience (ABLE) savings plan.…

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