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.
Acrobat PDF Order Form
(Get Acrobat)
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 E/B
Audio or CDs/Book: $189 per set
Video or DVDs/Book: $299 per set
Book Only (206 pp): $55
Click here to view program brochure
PROBATE PRIMER
Summary of Contents: Alternatives to Probate • Initiating Probate • Inventory, Collection, and Management of Assets • Creditor Claims in Probate • Title Problems •Closing and Distribution of Assets • How a Paralegal Can Help You Navigate the Probate Process.
March 14, 2008
MCLE: 3.75 G/PS
Audio or CDs/Book: $149 per set
Video or DVDs/Book: $199 per set
Book Only (206 pp): $55
Forms on CD: $20
Click here to view program brochure
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
Audio or CDs/Book: $149 per set
Video or DVDs/Book: $199 per set
Book Only (40 pp): $55
Click here to view program brochure
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
Audio or CDs/Book: $189 per set
Video or DVDs/Book: $299 per set
Book only (280 pp) $55
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
Audio or CDs/Book: $169 per set
Video or DVDs/Book: $229 per set
Book only (158 pp) $55
Click here to view program brochure
[R] PROBATE PRIMER
Summary of Contents: Alternatives to Probate • Initiating Probate • Inventory, Collection, and Management of Assets • Creditor Claims in Probate • Title Problems • Closing and Distribution of Assets • Paralegals = Productivity and Efficiency in Probate Practice.
March 16, 2007
MCLE: 3.75 G/PS
Audio or CDs/Book: $139 per set
Video or DVDs/Book: $199 per set
Book Only (206 pp): $55
Forms on CD: $20
Click here to view program brochure
[R] THE LATEST IN PROBATE PRACTICE
Summary of Contents: Updated Ethical Issues in Estate Administration • Death and Measure 37: Lots of Issues, Little Clarity • View from the Probate Bench.
March 16, 2007
MCLE: 2.25 G and .75 E
Audio or CDs/Book: $139 per set
Video or DVDs/Book: $199 per set
Book Only (40 pp): $55
Click here to view program brochure
ESTATE PLANNING FOR PROTECTED PERSONS AND PEOPLE WITH DISABILITIES
Summary of Contents: Estate Planning by Protected Persons • Estate Planning in Protective Proceedings • Overview of Basic Tools for Planning for Disability • Tax Issues for Fiduciaries • UTC Provisions Applicable to Disability Planning • 'Til Death Do Us Part: Can a Protected Person Get Married or Divorced? • Legal and Medical Perspectives on Capacity Assessments in a Law Practice - When and How?
December 1, 2006
MCLE: 5 G and 1 E/B
Audio or CDs/Book: $179 per set
Video or DVDs/Book: $299 per set
Book Only (214 pp): $55
Click here to view program brochure
[R] PROBATE PRIMER
Summary of Contents: Alternatives to Probate • Initiating Probate • Inventory, Collection, and Management of Assets • Creditor Claims in Probate • Title Problems • Closing and Distribution of Assets • Paralegals = Productivity in Probate Practice.
March 3, 2006
MCLE: 3.75 G/PS
Audio or CDs/Book: $129 per set
Video or DVDs/Book: $199 per set
Book Only (206 pp): $55
Forms on CD: $20
Click here to view program brochure
[R] THE LATEST IN PROBATE PRACTICE
Summary of Contents: Compensating Fiduciaries • Ethical Concerns for Probate Practitioners (Client Assistance Office Can Help) • View from the Probate Bench.
March 3, 2006
MCLE: 2 G and 1 E
Audio or CDs/Book: $129 per set
Video or DVDs/Book: $199 per set
Click here to view program brochure
[R] GUARDIANSHIPS AND CONSERVATORSHIPS
Summary of Contents: Guardianship Basics • Conservatorships • Alternative Dispute Resolution in Protective Proceedings • Representing Respondents • Preserving and Protecting the Estate Plan • Current Court Policies.
October 28, 2005
MCLE: 5.25 G/PS and 1 E/B
Audio or CDs/Book: $179 per set
Video or DVDs/Book: $299 per set
Book Only (256 pp): $55
Forms on CD: $20
Click here to view program brochure
[R] REPRESENTING ELDER ABUSE VICTIMS
Summary of Contents: Prevalence of Elder Abuse and How to Identify It • Assessing Your Client’s Capacity • Restraining Orders and Stalking Orders • Basics of Adult Protective Proceedings • Investigating Financial Abuse • Litigating an Elder Financial Abuse Case Under EDAPA • Nursing Home Patients’ Rights • Litigating a Physical Abuse/Neglect Case Against a Nursing Home • Integrating Elder Abuse Victim Assistance Into the Criminal Justice System.
March 4, 2005
MCLE: 5 G and 1.5 E/B
Audio/Book: $169 per set
Video/Book: $299 per set
Book Only (132 pp): $49
Click here to view program brochure
[R] ESTATE PLANNING: Fixing the Common Problems
Summary of Contents: Income Tax and Estate Planning with IRA’s and Qualified Plans • Charitable Giving • The Intersection of Zealousness and Client Competency in Estate Planning • Post-Mortem Tax Planning • Life Insurance Trusts.
October 22, 2004
MCLE: 4.25 G and 1 E
Audio/Book: $189 per set
Video/Book: $309 per set
Book Only (177 pp): $49
Click here to view program brochure
[R] PROBATE PRIMER
Summary of Contents: Alternatives to Probate • Initiating Probate • Inventory, Collection, and Management of Assets • Creditors’ Claims • Title Problems • Closing and Distribution of Assets.
September 2004
MCLE: 3.5 G/PS
Audio/Book: $129 per set
Video/Book: $199 per set
Book Only (199 pp): $49
Forms on CD: $20 (Word/WordPerfect) (Disk available only with purchase of audio/video or course book)
Click here to view program brochure
THE LATEST IN PROBATE PRACTICE
Summary of Contents: View from the Probate Counter • View from the Probate Bench • Taxing Questions • Review of Recent Probate Ethics Cases.
September 2004
MCLE: 3.5 G/PS
Audio/Book: $129 per set
Video/Book: $199 per set
Book Only (108 pp): $49
Click here to view program brochure
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
Audio/Book: $139 per set
Video/Book: $199 per set
Book Only (119 pp): $49
Click here to view program brochure
[R] GUARDIANSHIPS AND CONSERVATORSHIPS: Updated Forms and Procedures
Summary of Contents: Guardianships • Conservatorships • Professional Fiduciaries • Compensating Non-Professional Fiduciaries • HIPAA Problems and Solutions • Civil Commitments and Temporary Guardianships • Representing Clients with Diminished Capacity and Disability • Judges’ Panel.
October 2003
MCLE: 5.5 G/PS and 1 E
Audio/Book: $159 per set
Video/Book: $299 per set
Book Only (309 pp): $55
Forms on CD: $20 (Word or WordPerfect) (Disk available only with purchase of audio/video or course book order)
[R] THE FUNDAMENTALS OF PROBATE PRACTICE
Summary of Contents: Alternatives to Probate • Initiating Probate • Inventory, Collection, and Management of Assets • Creditors’ Claims • Title Problems • Closing and Distribution of Assets.
June 2003
MCLE: 3.5 G/PS
Audio/Book: $119 per set
Video/Book: $199 per set
Book Only (208 pp): $49
Forms on CD: $20 (Word or WordPerfect) (Disk available only with purchase of audio/video or course book)
EFFECTIVELY LITIGATING PROBATE PROBLEMS
Summary of Contents: Litigation Issues in Probate Court • Judges’ Annual Update.
June 6, 2003
MCLE: 3 G
Audio/Book: $119 per set
Video/Book: $199 per set
Book Only (75 pp): $49
MCLE Credits:
(G) General
(PS) Practical Skills
(G/PS) General or Practical Skills
(E) Ethics
(EB) Elimination of Bias (Diversity)
(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.
|
