Estate Planning/ Probate/ Elder Law

CDs and DVDs 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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GUARDIANSHIPS AND CONSERVATORSHIPS: Updated Forms and Procedures
Summary of Contents: Guardianship Basics • Conservatorships • Emergency Proceedings • Getting Paid: Fiduciary Fees and Attorney Fees • Effectively Navigating Your Case Through the Courts • Multistate Protective Proceedings • Alternatives, Limitations, and Restrictions in Protective Proceedings.
October 21, 2011
MCLE: 6.5 G or PS
CDs/Book: $199 per set
DVDs/Book: $299 per set
Book only (294 pages): $59
Forms on CD: $20 (Word/WordPerfect; available only with book/CD/DVD purchase)
Click here to view program brochure

[R] ABC’S OF DECEDENTS’ ESTATE ADMINISTRATION
Summary of Contents:  Alternatives to Probate • Initiating Probate • Inventory, Collection, and Management of Assets • Title Problems • Probate and Creditor’s Claims • Closing and Distribution of Assets • Utilizing Paralegals Ethically • Taxing Thoughts About Non-Taxable Estates • How Public Benefits Could Affect Your Probate Case • View from the Probate Bench.
March 11, 2011
MCLE: 6.25 G or PS and .5 E
CDs/Book: $199 per set
DVDs/Book: $299 per set
Book only (246 pages.): $59
Click here to view program brochure 

PROBATE LITIGATION
Summary of Contents:  Oregon Case Law Update: Decisions Affecting Trust and Estate Disputes • Undue Influence Under Oregon Law • Testamentary, Contractual, and Financial Capacity: Views of a Psychiatrist  • How to Protect an Estate Plan Against a Contest • How to Try a Case to the Court • Alternatives to State Court • Wrongful Death Procedures, Tips,  and Pitfalls • Ethical Considerations and Potential Attorney Liability.
December 3, 2010
MCLE: 5.25 G and .75 E
CDs/Book: $199 per set
DVDs/Book: $299 per set
Book only (99 pages): $59
Click here to view program brochure

REPRESENTING VULNERABLE ADULT ABUSE VICTIMS
Summary of Contents:  Working with DHS Protective Services •  Ethical Issues in Representing the Adult Who Is Vulnerable • Restraining Orders and Stalking Orders •  Creative Remedies in Protective Proceedings • Evaluating a Vulnerable Adult Abuse Case • Legal Issues in Vulnerable Adult Abuse Cases • Issues in Trial of a Financial Abuse Case.
May 21, 2010
MCLE: 5.5 G or AJ and 1 E
CDs/Book: $199 per set
DVDs/Book: $299 per set
Book only (138 pages): $59
Click here to view program brochure

[R] PROBATE PRIMER
Summary of Contents: Alternatives to Probate • Initiating Probate • Inventory, Collection, and Management of Assets • Title Problems • Creditor Claims in Probate • Closing and Distribution of Assets • Utilizing Paralegals Ethically.
March 12, 2010
MCLE: 3.25 G or PS and .5 E
CDs/Book: $149 per set
DVDs/Book: $199 per set
Book only (188 pages): $55
Forms on CD: $20 (Word/WordPerfect; available only with book/CD/DVD purchase)
Click here to view program brochure

[R] BEYOND THE BASICS OF PROBATE PRACTICE
Summary of Contents: Basic Tax Issues for Estates: Income Taxes; Marital Deduction Plans; Tips, Traps, and Fixes • View from the Probate Bench.
March 12, 2010
MCLE: 3 G
CDs/Book: $149 per set
DVDs/Book: $199 per set
Book only (51 pages): $55
Click here to view program brochure

GUARDIANSHIPS AND CONSERVATORSHIPS: Updated Forms and Procedures
Summary of Contents: Guardianship Basics • Conservatorships • Processing, Settling, and Trying Claims of Minors and Employment of Conservators • Court Visitors • Emergency Proceedings • Attorneys and Abuse Investigators—We Need Each Other • Contested Conservator and Guardianship Proceedings • Current Court Policies.
October 23, 2009
MCLE: 6.75 G or PS
CDs/Book: $199 per set
DVDs/Book: $299 per set
Book only (266 pages): $59
Forms on CD: $20 (Word/WordPerfect; available only with book/CD/DVD purchase)
Click here to view program brochure

[R] THE LATEST IN PROBATE PRACTICE
Summary of Contents: Basic Tax Issue for Estates: Income; Marital Deduction Plans; Tips, Trap, and Fixes • 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 pages): $55
Click here to view program brochure

[R] 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 • Legal and Medical Perspectives on Capacity Assessments in a Law Practice – When and How?
October 24, 2008
MCLE: 5 G and 1 AJ * See MCLE Rule 5.7(c)
CDs/Book: $189 per set
DVDs/Book: $299 per set
Book Only (235 pages): $55
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: 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 • Litigating 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 * See MCLE Rule 5.7(c)
CDs/Book: $189 per set
DVDs/Book: $299 per set
Book Only (137 pages): $55
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 * See MCLE Rule 5.7(c)
CDs/Book: $149 per set
DVDs/Book: $199 per set
Book Only (50 pages): $55
Click here to view program brochure

[R] THE 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 * See MCLE Rule 5.7(c)
CDs/Book: $169 per set
DVDs/Book: $229 per set
Book only (158 pages): $55
Click here to view program brochure

MCLE Credits:
(G) General
(PS) Practical Skills
(G/PS) General or Practical Skills
(E) Ethics
(AJ) Access to Justice
(CAR) Child Abuse Reporting

[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.