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OSB Online Publications  > Estate Planning & Administration
 
Administering Oregon Estates
From initiating a probate proceeding to managing and distributing estate assets, Administering Oregon Estates will help you guide the personal representative through the process. Learn all the details involved in administering an estate in a smooth and timely fashion, including notifying heirs, devisees, and other interested persons; managing estate assets; dealing with tax issues; preparing accountings; distributing estate assets; and closing the estate. The book also discusses other relevant issues, such as the requirements of a valid will; claims against an estate; will contests; wrongful death claims; survivorship of causes of action; and intestate succession. Alternatives to probate as well as small estate proceedings are also discussed in this book.


Administering Trusts in Oregon
A pragmatic and thorough guide for lawyers in estate planning, elder law, family law, or general practice, this revised book includes all you need to know to ensure your clients’ peace of mind. This revision also addresses the new Oregon Uniform Trust Code throughout and includes a new chapter written by the chairs of the Oregon UTC Study Committee which analyzes the UTC and explains each new code provision.

Click here to view the table of contents and sample chapter.




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Guardianships, Conservatorships, and
Transfers to Minors

Now in its fifth edition, this is a comprehensive guide to protective proceedings in Oregon. Topics include: Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act; access to the basic pleading, notice, objection, and hearing procedures to be used for seeking and obtaining the appointment of a fiduciary in a protective proceeding; includes over 50 forms, including checklists for monitoring a protective proceeding to assist the lawyer and the fiduciary; 2009 legislation that permits DHS to disclose confidential information when necessary to protect the health or safety of a person who is the subject of a protective proceeding; and much more.

Click here to view the table of contents and sample chapter.

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