Recent Legislation: Oregon Uniform Trust Code Revisions

From time to time, we will publish blurbs on recent local court opinions and state legislation: Oregon Senate Bill 371 Senate Bill 371 contains multiple, somewhat unrelated, amendments to ORS 130, which relates to trusts.  The first significant amendment adds modification of the terms of a trust (including extending or reducing the period the trust […]

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Recent WA Case: Insanity = No Inheritance

  From time to time we will publish recent local cases or legislative bills: Man murdered his mother, stepbrother, and his mother’s boyfriend.  Jury found him not guilty by reason of insanity.  The mother’s estate then received money from a wrongful death case.  In re Estate of Kissinger ruled the slayer could not inherit from his mother’s […]

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2010 ESTATE TAX REPEAL STILL ON SCHEDULE!

On December 16, 2009, the Wall Street Journal reported that the Democrats’ attempt to extend the Federal Estate Tax exemption of $3.5 million into 2010 has been blocked by the Republicans. Senator Max Baucus is quoted as saying, “We clearly will work to do this retroactively, so that when the law is changed, it will have retroactive […]

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