PRESENTATIONS

Community education is an important concern at Fitzwater Meyer, LLP. Our attorneys have written and presented articles to other attorneys and professional groups, as well as community organizations, senior centers, and support groups. We have included the following articles and presentations for your benefit.

The attorneys at Fitzwater Meyer, LLP are also available, at no charge, for training and presentations to your group on topics including Estate Planning, Advanced Estate and Tax Planning, Trusts, Long-Term Care Planning, Medicaid and Special Needs Trusts, Probate, Elder Abuse, and Protective Proceedings, which include Guardianships and Conservatorships. Contact us to arrange a training session.

• Tax Aspects of Marriage, Divorce and Domestic Partnerships - 2012 - Wetzel
• Planning for Individuals with Special Needs - 2011 - Meyer
• How 2010 Tax Relief Act Affects Basis of Assets - 2010 -
• Special Needs Planning: Smoothing the Way - 2009 - Meyer
• Planning for Long Term Care in Oregon - 2009 - Fitzwater
• The Legal Tools to Deal with Incapacity - 2009 - Fitzwater
• More Than Death and Taxes - 2009 - Fitzwater
• Planning for Long Term Care in Oregon - 2008 - Fitzwater
• Estate Planning- More Than Death and Taxes - 2008 - Fitzwater
• Big Picture Estate Planning - 2008 - Fitzwater and Meyer
• Planning for Individuals With Special Needs: OHSU Foundation Gift Planning Workshop April 17, 2008 - Meyer
• Transfer Taxes - Estate Planning for Nontraditional Couples - Oregon State Bar, CLE, July 29, 2004 - Meyer
• Planning for Everyday Life - Estate Planning for Nontraditional Couples - Oregon State Bar CLE, July 29, 2004 - Jeff Chaidez, Stefani Matthews Chaidez and Marmion
• Practice Implications: Estate Planning for Same-Sex Married Couples Same-Sex Marriage in Oregon and Elsewhere - Oregon State Bar CLE, June 17, 2004 - Meyer and Marmion
• Special Needs Trusts - Oregon State Bar CLE - July 18, 2003 - Meyer
• Initiating Probate - 2003 Oregon Law Institute - Hollis
• Fiduciary Duties and Prior Court Approval - 2003 Elder Law Newsletter - Keller and Fitzwater
• Conservatorships - 2003 Oregon Law Institute - Meyer, Keller and Fitzwater
• Temporary Guardianships - 2003 Oregon Law Institute - Hollis
• Undue Influence in Oregon - 2003 Title and Escrow Officers - Owen
• Recognizing and Honoring Your Relationships, Legal Issues for the GLBT Community - 2003 - Meyer and Adams
• Income Cap Trusts - 2003 Elder Law Section Newsletter - Adams
• Elder Law Issues for Title and Escrow Officers - 2003 - Fitzwater
• Legal and Financial Planning for Seniors and Their Families - Fitzwater
• Contested Protective Proceedings in Probate Court - 2002 Oregon State Bar - Owen
• Special Considerations for Trustees of Special Needs Trusts - 2002 Elder Law Newsletter - Meyer and Adams
• Legal and Financial Tools - 2002 Adult Abuse Awareness Day - Fitzwater
• Pre-Crisis Planning, The Value of Being Prepared - 2002 Health Ed - Meyer
• Planning for Incapacitated or Disabled Clients - 2002 Oregon State Bar - Fitzwater
• Guardianships and Conservatorships in Oregon - 2002 Health Ed - Fitzwater
• Life After Fifty - Planning for Families - 2002 - Meyer
• Tips and Traps for Minors and Disabled Clients - 2002 Multnomah Bar Association - Meyer
• Elder Law Issues for Real Property Professionals - 2002 - Fitzwater
• Planning for Elders Approaching Incapacity - 2002 Oregon Society Certified Public Accountants - Meyer
• Planning for Elderly, Special Needs - 2002 OHSU - Meyer
• Motion to Approve Conservator’s Spending Plan - 2002 Oregon Law Institute - Fitzwater
• Conservator’s Duty to Preserve and Protect the Estate Plan - 2002 Oregon Law Institute - Fitzwater
• Quality of Life Provisions for Trusts and POA - 2002 Oregon State Bar - Fitzwater