The Professional Liability Fund presents malpractice traps for lawyers handling living trusts for estates under $600,000
Subtitle: program presented in Portland on April 27, 1995.
Contributors: Oregon State Bar. Professional Liability Fund.; Oregon State Bar. Section on Estate Planning & Administration. Loss Prevention Subcommittee.; Oregon State Bar. Section on Taxation. Loss Prevention Subcommittee.
Publisher: Oregon State Bar
Published: 1995
Place of publication: [Lake Oswego, Or
Language: eng
Subjects: Living trusts -- Oregon; Estate planning -- Oregon; Lawyers -- Malpractice -- Oregon
Other titles: Malpractice traps for lawyers handling living trusts for estates under $600,000.
Notes: "This seminar was created and planned with the assistance of the Loss Prevention Subcommittee of the Oregon State Bar Estate Planning and Administration Section and the Loss Prevention Subcommittee of the Oregon State Bar Taxation Section"--T.p. verso.

Includes bibliographical references.
Table of contents: title: Suitability of the client; title: Tailoring the trust to the client's needs; title: Selection of a trustee; title: Trust administration and management; title: Post-mortem duties of a successor trustee under a living trust; title: Defining responsibility between lawyer, trustee, accountant and financial planner; title: Proper valuation and inclusion of assets; title: Gifts from a trust; title: Special concerns of non-citizens; title: Tax issues in joint living trusts; title: Trust tax return issues; title: Handling special assets.