Estate Planning/ Probate/ Elder Law

Books and tapes from past OLI programs are available for purchase on a first-come first-served basis. To order, please print out an order form and complete it as you browse our online catalog.
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PROBATE PRIMER
Summary of Contents: Alternatives to Probate • Initiating Probate • Inventory, Collection and Management of Assets • Title Problems • Creditors Claims • Closing and Distribution of Assets • Utilizing Paralegals Ethically.
March 13, 2009
MCLE: 3.25 G or PS and .5 E
CDs/Book: $149 per set
DVDs/Book: $199 per set
Forms on CD: $20 (Word/WordPerfect; available only with audio/video or course book order)
Book only (182 pp): $55
Click here to view program brochure

THE LATEST IN PROBATE PACTICE
Summary of Contents: Taxing Thoughts About Non-Taxable Estates • Estate Administration Ethical Issues • View from the Probate Bench.
March 13, 2009
MCLE: 2 G and 1 E
CDs/Book: $149 per set
DVDs/Book: $199 per set
Book only (42 pp): $55
Click here to view program brochure

ESTATE PLANNING FOR PROTECTED PERSONS AND PEOPLE WITH DISABILITIES
Summary of Contents: Estate Planning by a Protected Person • Estate Planning in Protective Proceedings • Overview of Basic Tools for Planning for Disability • Tax Issues for Fiduciaries • The Oregon Uniform Trust Code: Application to Disability Drafting • Rights of Protected Persons in Dissolution Proceedings: Legal and Practical Considerations • Rights of Long-Term Care Facility Residents • Legal and Medical Perspectives on Capacity Assessments in a Law Practice – When and How?
October 24, 2008
MCLE: 5 G and 1 A/J
CDs/Book: $189 per set
DVDs/Book: $299 per set
Book Only (235 pp): $55
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REPRESENTING ELDER ABUSE VICTIMS
Summary of Contents: Prevalence of Elder Abuse and How to Identify It • Assessing Your Client's Capacity: Neuropsychological Approaches for Older Adults • Restraining Orders • Guardianships, Conservatoships, and Other Protective Court Orders to Benefit Victims of Elder Abuse • Investigating and Pursuing Elder Financial Abuse Cases • Litigation an Elder Financial Abuse Case Under EDAPA • Rights of Long-Term Care Facility Residents • Litigating a Physical Abuse/Neglect Case Against a Long-Term Care Facility.
April 18, 2008
MCLE: 6.5 G
Cass. or CDs/Book: $189 per set
VHS or DVDs/Book: $299 per set
Book Only (206 pp): $55
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THE LATEST IN PROBATE PRACTICE
Summary of Contents: Effective Billing Practices for Probate Practitioners • Measure 49 Amendments to Measure 37: Impact on Estate Planning and Probate • What Rules Control the Process of Setting Attorney Fees in Probate Matters and Are They Good Rules? • View from the Probate Bench.
March 14, 2008
MCLE: 3 G
Cass. or CDs/Book: $149 per set
VHS or DVDs/Book: $199 per set
Book Only (40 pp): $55
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GUARDIANSHIPS AND CONSERVATORSHIPS
Summary of Contents: Guardianships• Conservatorships• Problem Areas in the Administration of Proctective Proceedings• Learning from Fiduciaries: What Lawyers Need to Know, Part I- Professional Fiduciaries • Learning from Fiduciaries: What Lawyers Need to Know, Part II- Care Management Professionals • Supreme Court Task Force on Protective Proceedings.
November 9, 2007
MCLE: 6.25 G
Cass. or CDs/Book: $189 per set
VHS or DVDs/Book: $299 per set
Book only (280 pp): $55
Forms on CD: $20 (Word/WordPerfect; available only with audio/video or course book order)
Click here to view program brochure

[R] GREATEST HITS IN PROBATE LITIGATION
Summary of Contents: Frequent Issues in Preparing Estate Plans for Vulnerable Adults: The Client • Liability of the Attorney to the Non-Client • Don’t Let the Sun Go Down on Me: Using Protective Proceedings to an Heir’s Post Mortem Advantage • I Fought the Law and the Law Won (For Now) • Probate Litigation: The View from the Bench • Creative Solutions to Contested Conservator and Guardian Matters • Petitions for Instructions and Settlement Agreements • We’ve Got to Get out of this Place: Federal Courts as a Haven for Probate Litigation.
May 18, 2007
MCLE: 4.25 G
Cass. or CDs/Book: $169 per set
VHS or DVDs/Book: $229 per set
Book only (158 pp): $55
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ESTATE PLANNING: FIXING THE COMMON PROBLEMS
Summary of Contents: Income Tax and Estate Planning for Retirement Plans and IRAs • Charitable Giving • The Intersection of Zealousness and Client Competency in Estate Planning • Post-Mortem Tax Planning • Planning and Drafting Techniques for Irrevocable Life Insurance Trusts.
October 22, 2004
MCLE: 4.25 G and 1 E * See MCLE Rule 5.7(c)
Cass./Book: $189 per set
VHS/Book: $309 per set
Book Only (177 pp): $49
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CLAIMS BY AND AGAINST ESTATES
Summary of Contents: Role of the Personal Representative and Administration of Claims • Statutes of Limitations • Real Party in Interest • Unique Evidentiary Issues • Claims Against Revocable Inter-vivos Trusts • Probate Aspects of Wrongful Death Claims • Federal Tax Considerations.
March 12, 2004
MCLE: 3.75 G * See MCLE Rule 5.7(c)
Cass./Book: $139 per set
VHS/Book: $199 per set
Book Only (119 pp): $49
Click here to view program brochure

MCLE Credits:
(G) General
(PS) Practical Skills
(G/PS) General or Practical Skills
(E) Ethics
(A/J) Access to Justice
(CA) Child Abuse

[R] Reciprocity: This seminar meets the qualifications for credit necessary to fulfill the MCLE requirements for reciprocal admission to the Oregon State Bar.

MCLE Credits apply to Audio/Book or Video/Book Sets only.