Basic Estate Planning 2018

Cosponsored by the Estate Planning and Administration Section

Friday, November 16, 2018 8:30 a.m.–4:45 p.m.

5.75 General CLE credits and 1 Abuse Reporting credit BASIC ESTATE PLANNING 2018

SECTION PLANNERS Philip Jones, Duffy Kekel LLP, Portland Robin Smith, Butcher & Smith Law LLC, Portland Margaret Vining, Davis Wright Tremaine LLP, Portland Katharine West, Wyse Kadish LLP, Portland Eric Wieland, Samuels Yoelin Kantor LLP, Portland

OREGON STATE BAR ESTATE PLANNING AND ADMINISTRATION SECTION EXECUTIVE COMMITTEE Ian T. Richardson, Chair Philip N. Jones, Chair-Elect Melanie E. Marmion, Past Chair Holly N. Mitchell, Treasurer Eric J. Wieland, Secretary Stuart B. Allen Sibylle Baer Michele Buck-Romero Eric R. Foster Janice E. Hatton Amelia E. Heath Erin K. MacDonald Hilary A. Newcomb Erik S. Schimmelbusch Barbara J. Smith Robin A. Smith Margaret Vining

The materials and forms in this manual are published by the Oregon State Bar exclusively for the use of attorneys. Neither the Oregon State Bar nor the contributors make either express or implied warranties in regard to the use of the materials and/or forms. Each attorney must depend on his or her own knowledge of the law and expertise in the use or modification of these materials.

Copyright © 2018

OREGON STATE BAR 16037 SW Upper Boones Ferry Road P.O. Box 231935 Tigard, OR 97281-1935

Basic Estate Planning 2018 ii TABLE OF CONTENTS

Schedule ...... v

Faculty ...... vii

1. The Role of the Professional Liability Fund ...... 1–i — John Berge, Professional Liability Fund, Tigard, Oregon

2A. A Summary of Recent Oregon Attorney Malpractice Claims 2A–i — Philip Jones, Duffy Kekel LLP, Portland, Oregon

2B. Things I Wish I’d Known When I Was in Practice: A Trust Officer’s Perspective on Administering Trusts and Estates 2B–i — Marcia Jory, US Trust, Portland, Oregon

2C. Cutting the Learning Curve—Twenty (Plus) Tips and Traps ...... 2C–i — Katherine Zelko, Attorney at Law, Portland, Oregon

3A. Guardianship for Adults and Alternatives ...... 3A–i — Tim McNeil, Davis Pagnano McNeil & Vigna LLP, Portland, Oregon

3B. Conservatorship 3B–i — Richard Pagnano, Davis Pagnano McNeil & Vigna LLP, Portland, Oregon

4. Escheats: Intestate Estates Without Heirs and Estates with Missing Heirs or Devisees . . 4–i — Michael Grant, Department of Justice Civil Enforcement Civil Recovery, Salem, Oregon — Sally Peacock-Wells, Oregon Department of State Lands, Salem, Oregon

5. Presentation Outline: Issue Spotting for New Estate Planning Attorneys ...... 1–i — Amy Bilyeu, Wyse Kadish LLP, Portland, Oregon — Julie Meyer Rowett, Yazzolino & Rowett LLP, Portland, Oregon — Katharine West, Wyse Kadish LLP, Portland, Oregon

6. Presentation Slides: Basic Estate Planning with Life Insurance ...... 6–i — Melissa May, Duffy Kekel LLP, Portland, Oregon

7. Of Minds and Means: Capacity and Undue Influence 7–i — Stephen Owen, Attorney at Law, Portland, Oregon

8. The New Oregon Advance Directive 8–i — Christopher Hamilton, McGinty Belcher & Hamilton Attorneys PC, Salem, Oregon

9. Mandatory Abuse Reporting for Oregon Attorneys ...... 9–i — Daniel Atkinson, Oregon State Bar, Tigard, Oregon

Basic Estate Planning 2018 iii Basic Estate Planning 2018 iv SCHEDULE

7:30 Registration 8:30 Mistake Discovered! The Role of the PLF F Mistake discovered (yours or another’s) F PLF involvement F PLF claims in the estate planning area John Berge, Professional Liability Fund, Tigard 9:00 Cutting the Learning Curve—Tips for New Practitioners F Client interactions: selection, critical issues to discuss, traps to avoid, and more F What I wish I’d known when I was in practice—a trust officer’s perspective on administering trusts and estates F Avoiding mistakes that cause malpractice problems Philip Jones, Duffy Kekel LLP, Portland Marcia Jory, US Trust, Portland Katherine Zelko, Attorney at Law, Port