Estate Planning Basics

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.

Date: Tuesday, February 5, 2013

Portland Marriott Downtown Waterfront
1401 SW Naito Parkway
Portland, Oregon 97201

Time: 8:45 am–12:00 pm

First registrant: $195
Added associate/paralegal: $145
Special: Young lawyers, with under four years acceptance to the Bar, may use coupon code YL25 to receive a $25 discount when checking out.


Essentials of Attorney/Client Relations (30 minutes)

  • Client Interview
  • What Does the Client Need? (No Plan vs. Wills and Trusts)
  • Necessary Documents
  • Ensuring Client’s Wishes Are Executed
  • Client Involvement

Understanding Wills and Trusts (60 minutes)

  • Non-Tax Reasons for Having an Estate Plan
  • Drafting (Fiduciaries, Forms and Clauses)
  • Living Trusts (Revocable vs. Irrevocable)
  • Joint Ownership
  • Funding a Trust
  • Qualified Personal Residence Trusts
  • Asset-Protection Trusts
  • Irrevocable Trusts and Life Insurance

Basics of Probate (15 minutes)

  • What’s Included (Non-Probate Transfers, Holding Title, Life Insurance, Employee Benefits, Annuities and Business Assets)
  • Advantages of Living Trusts
  • Creditor’s Claims

Potential Tax Pitfalls (30 minutes)

  • Estate and Gift Taxes
  • Marital Deduction Considerations
  • Transfer Taxes (*Generation-Skipping)

Break (15 minutes)

Preparations for Incapacity (30 minutes)

  • Financial/Medical Powers of Attorney
  • Advance Health Care Directives
  • Asset Protection/Protecting Client’s Children

Charitable Giving Considerations (15 minutes)

  • Wealth Transfer Charitable Tax Deduction
  • Lead and Remainder Trusts/Gift Annuities

Estate Planning Basics Lecture Agenda

Jonathan Mishkin

Jonathan D. Mishkin focuses his practice on tax/trust controversy, estate planning, taxation and closely-held business advisory services with offices in Portland, Bend and West Linn. Drawing on deep experience gained inside both large accounting firms and large law firms, Mr. Mishkin capably advises and counsels individuals, families and their businesses, and trusts/trustees.