The Fundamentals of Probate Practice
Effectively Litigating Probate Problems

Two Half-Day Programs

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Friday, June 6, 2003
Oregon Convention Center
777 NE Martin Luther King, Jr. Blvd.
Portland, Oregon

The Fundamentals of Probate Practice
8:30 a.m.- 12:00 noon
3.5 General or Practical Skills MCLE Credits
Effectively Litigating Probate Problems
1:15 - 4:15 p.m.
3 General MCLE Credits

Call OLI to register: (503) 768-6580 or (800) 222-8213

Schedule

The Fundamentals of Probate Practice


8:25 a.m. - Welcome and Announcements

8:30 - 9:00 - Alternatives to Probate
• The “how to,” “when to,” and “why” or “why not” of avoiding probate
• Various ways of avoiding probate and the appropriateness of using those alternatives
– Lisa N. Bertalan

9:00 - 9:30 - Initiating Probate
• Who is your client?
• Preliminary steps to probate
• Use of retainer agreements, checklists, and systems
• Preparation of the petition, order, and notices
• Instructing the Personal Representative
– Theressa Hollis

9:30 - 10:00 - Inventory, Collection, and Management of Assets
• How to determine when possession and control is or is not necessary
• When an appraisal is desirable
• When to delegate
• Investment responsibilities
– Jonathan A. Levy

10:00 - 10:15 - Break

10:15 - 10:45 - Creditor’s Claims
• Forms and information you need to deal with creditors’ claims against the estate
• What do your clients need to give you to alert you to claims?
• What is the best way to formally and informally handle claims?
– Dean T. Sandow

10:45 - 11:15 - Title Problems
• Small estates and trusts
• PR deeds
• Affidavits of heirships
– Alan K. Brickley

11:15 - 11:45 - Closing and Distribution of Assets
• How to complete the final account to the satisfaction of your client, the court, and all estate beneficiaries
• How to properly request attorney and fiduciary fees
• How to accomplish closing and distribution of the estate and discharge of the personal representative
• How the new UTCR form of accounting has changed probate practice
– Richard A. Pagnano

11:45 - 12:00 - Question and Answer Session

12:00 noon - Adjourn
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Effectively Litigating Probate Problems

1:15 - 2:15 - Litigation Issues in the Probate Court
• Conflict of interest situations
• Petitions for instructions
• Problems with co-personal representatives
• Removal of fiduciaries
• Determination of title to assets
• Authority to commence litigation
• Elder financial abuse
– James R. Cartwright and Gregory C. Hansen

2:15 - 2:30 - Break

2:30 - 3:50 - Judges’ Annual Update
• How each court is affected by the current and expected judicial department budget crisis
• Do’s and don’ts
• Use of Petitions for instructions
– Hon. Claudia M. Burton, Hon. Rita Batz Cobb,
William M. Keller, and Hon. Elizabeth Welch

3:50 - 4:15 - Question and Answer Session

4:15 - Adjourn

Tuition

Prices apply to live and video replays.

Both Programs

One Program

Video Replay Dates

Bend – 06/20/03
Fundamentals–8:30 a.m.
Litigation–1:00 p.m.
Bryant Lovlien & Jarvis
591 Mill View Way

Eugene – 06/13/03
Fundamentals–8:30 a.m.
Litigation–1:00 p.m.
Harrang Long Gary & Rudnick, P.C.
360 East 10th Avenue, Ste. 300

Medford – 06/13/03
Fundamentals–8:30 a.m.
Litigation–1:00 p.m.
Offices of Claudette Yost
916 W. 10th Street

Pendleton – 06/19/03
Fundamentals–8:30 a.m.
Litigation–1:00 p.m.
Corey, Byler & Rew
222 S.E. Dorion

Portland – 06/25/03
Fundamentals–8:30 a.m.
Litigation–1:00 p.m.
Oregon Law Institute
Gus J. Solomon Courthouse,
620 S.W. Main St., Suite 706