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At Fitzwater Meyer, LLP, we value our relationships with professionals in the community. As part of our strong commitment to community education, we provide the following articles and presentations across a range of topics and professional interests. Click on a profession below for a list of articles:
For Attorneys
- Planning for
Individuals With Special Needs: OHSU Foundation
Gift Planning Workshop
April 17, 2008
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- Transfer Taxes - Estate Planning for Nontraditional Couples
- Oregon State Bar, CLE, July 29, 2004 - Meyer
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- Planning for Everyday Life - Estate Planning for Nontraditional Couples - Oregon State Bar CLE, July 29, 2004 - Jeff Chaidez, Stefani Matthews Chaidez and Marmion
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- 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
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- Special Needs Trusts - Oregon State Bar CLE - July 18, 2003 - Meyer
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- Initiating Probate - 2003 Oregon Law Institute - Hollis
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- Fiduciary Duties and Prior Court Approval - 2003 Elder Law Newsletter - Keller and Fitzwater
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- Conservatorships - 2003 Oregon Law Institute - Meyer, Keller and Fitzwater
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- Temporary Guardianships - 2003 Oregon Law Institute - Hollis
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- Quality of Life Provisions for Trusts and POA - 2002 Oregon State Bar - Fitzwater
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- Planning for Contingencies - Tax Changes - 2002 Life Underwriters - Meyer
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- Conservator's Duty to Preserve and Protect the Estate Plan - 2002 Oregon Law Institute - Fitzwater
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- Motion to Approve Conservator's Spending Plan - 2002 Oregon Law Institute - Fitzwater
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- Planning for Elderly, Special Needs - 2002 OHSU - Meyer
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- Planning for Elders Approaching Incapacity - 2002 Oregon Society Certified Public Accountants - Meyer
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- Tips and Traps for Minors and Disabled Clients - 2002 Multnomah Bar Association - Meyer
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- Special Considerations for Trustees of Special Needs Trusts - 2002 Elder Law Newsletter - Meyer and Adams
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- Contested Protective Proceedings in Probate Court - 2002 Oregon State Bar - Owen
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For Care Providers/Care Facilities/ Placement Services
- Special Needs Trusts - Oregon State Bar CLE - July 18, 2003 - Meyer
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- Legal and Financial Planning for Seniors and Their Families - 2003 - Wes Fitzwater
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- Income Cap Trusts - 2003 Elder Law Section Newsletter - Adams
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- Recognizing and Honoring Your Relationships, Legal Issues for the GLBT Community - 2003 - Meyer and Adams
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- Income Cap Trusts - 2003 MS Society Newsletter - Adams
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- Conservatorships - 2003 Oregon Law Institute - Meyer, Keller and Fitzwater
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- Temporary Guardianships - 2003 Oregon Law Institute - Hollis
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- Recent Changes to Medicaid in Oregon - 2003 (January) - Adams
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- Quality of Life Provisions for Trusts and POA - 2002 Oregon State Bar - Fitzwater
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- Life After Fifty - Planning for Families - 2002 - Meyer
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- Guardianships and Conservatorships in Oregon - 2002 Health Ed - Fitzwater
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- Planning for Incapacitated or Disabled Clients - 2002 Oregon State Bar - Fitzwater
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- Pre-Crisis Planning, The Value of Being Prepared - 2002 Health Ed - Meyer
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For Certified Public Accountants
- Planning for
Individuals With Special Needs: OHSU Foundation
Gift Planning Workshop
April 17, 2008
PDF HTML
- Transfer Taxes - Estate Planning for Nontraditional Couples
- Oregon State Bar, CLE, July 29, 2004 - Meyer
PDF HTML
- Planning for Everyday Life - Estate Planning for Nontraditional Couples - Oregon State Bar CLE, July 29, 2004 - Jeff Chaidez, Stefani Matthews Chaidez and Marmion
PDF HTML
- 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
PDF HTML
- Special Needs Trusts - Oregon State Bar CLE - July 18, 2003 - Meyer
PDF HTML
- Legal and Financial Planning for Seniors and Their Families - 2003 - Wes Fitzwater
PDF HTML
- Initiating Probate - 2003 Oregon Law Institute - Hollis
PDF HTML
- Recognizing and Honoring Your Relationships, Legal Issues for the GLBT Community - 2003 - Meyer and Adams
PDF HTML
- Conservatorships - 2003 Oregon Law Institute - Meyer, Keller and Fitzwater
PDF HTML
- Planning for Elderly, Special Needs - 2002 OHSU - Meyer
PDF HTML
- Planning for Elders Approaching Incapacity - 2002 Oregon Society Certified Public Accountants - Meyer
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- Tips and Traps for Minors and Disabled Clients - 2002 Multnomah Bar Association - Meyer
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- Guardianships and Conservatorships in Oregon - 2002 Health Ed - Fitzwater
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- Planning for Incapacitated or Disabled Clients - 2002 Oregon State Bar - Fitzwater
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- Pre-Crisis Planning, The Value of Being Prepared - 2002 Health Ed - Meyer
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For Financial Planners and Other Financial Advisors
- Planning for
Individuals With Special Needs: OHSU Foundation
Gift Planning Workshop
April 17, 2008
PDF HTML
- Transfer Taxes - Estate Planning for Nontraditional Couples
- Oregon State Bar, CLE, July 29, 2004 - Meyer
PDF HTML
- Planning for Everyday Life - Estate Planning for Nontraditional Couples - Oregon State Bar CLE, July 29, 2004 - Jeff Chaidez, Stefani Matthews Chaidez and Marmion
PDF HTML
- 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
PDF HTML
- Special Needs Trusts - Oregon State Bar CLE - July 18, 2003 - Meyer
PDF HTML
- Legal and Financial Planning for Seniors and Their Families - 2003 - Wes Fitzwater
PDF HTML
- Initiating Probate - 2003 Oregon Law Institute - Hollis
PDF HTML
- Recognizing and Honoring Your Relationships, Legal Issues for the GLBT Community - 2003 - Meyer and Adams
PDF HTML
- Conservatorships - 2003 Oregon Law Institute - Meyer, Keller and Fitzwater
PDF HTML
- Quality of Life Provisions for Trusts and POA - 2002 Oregon State Bar - Fitzwater
PDF HTML
- Planning for Elderly, Special Needs - 2002 OHSU - Meyer
PDF HTML
- Planning for Elders Approaching Incapacity - 2002 Oregon Society Certified Public Accountants - Meyer
PDF HTML
- Tips and Traps for Minors and Disabled Clients - 2002 Multnomah Bar Association - Meyer
PDF HTML
- Guardianships and Conservatorships in Oregon - 2002 Health Ed - Fitzwater
PDF HTML
- Planning for Incapacitated or Disabled Clients - 2002 Oregon State Bar - Fitzwater
PDF HTML
- Pre-Crisis Planning, The Value of Being Prepared -2002 Health Ed - Meyer
PDF HTML
For Insurance Professionals
- Planning for
Individuals With Special Needs: OHSU Foundation
Gift Planning Workshop
April 17, 2008
PDF HTML
- Planning for Everyday Life - Estate Planning for Nontraditional Couples - Oregon State Bar CLE, July 29, 2004 - Jeff Chaidez, Stefani Matthews Chaidez and Marmion
PDF HTML
- Special Needs Trusts - Oregon State Bar CLE - July 18, 2003 - Meyer
PDF HTML
- Legal and Financial Planning for Seniors and Their Families - 2003 - Wes Fitzwater
PDF HTML
- Recognizing and Honoring Your Relationships, Legal Issues for the GLBT Community - 2003 - Meyer and Adams
PDF HTML
- Conservatorships - 2003 Oregon Law Institute - Meyer, Keller and Fitzwater
PDF HTML
- Quality of Life Provisions for Trusts and POA - 2002 Oregon State Bar - Fitzwater
PDF HTML
- Planning for Elderly, Special Needs - 2002 OHSU - Meyer
PDF HTML
- Planning for Elders Approaching Incapacity - 2002 Oregon Society Certified Public Accountants - Meyer
PDF HTML
- Tips and Traps for Minors and Disabled Clients - 2002 Multnomah Bar Association - Meyer
PDF HTML
- Guardianships and Conservatorships in Oregon - 2002 Health Ed - Fitzwater
PDF HTML
- Planning for Incapacitated or Disabled Clients - 2002 Oregon State Bar - Fitzwater
PDF HTML
- Pre-Crisis Planning, The Value of Being Prepared -2002 Health Ed - Meyer
PDF HTML
For Protective Services Specialists
- Special Needs Trusts - Oregon State Bar CLE - July 18, 2003 - Meyer
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- Legal and Financial Planning for Seniors and Their Families - 2003 - Wes Fitzwater
PDF HTML
- Conservatorships - 2003 Oregon Law Institute - Meyer, Keller and Fitzwater
PDF HTML
- Temporary Guardianships - 2003 Oregon Law Institute - Hollis
PDF HTML
- Conservator's Duty to Preserve and Protect the Estate Plan - 2002 Oregon Law Institute - Fitzwater
PDF HTML
- Guardianships and Conservatorships in Oregon - 2002 Health Ed - Fitzwater
PDF HTML
- Planning for Incapacitated or Disabled Clients - 2002 Oregon State Bar - Fitzwater
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- Legal and Financial Tools - 2002 Adult Abuse Awareness Day - Fitzwater
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- Contested Protective Proceedings in Probate Court - 2002 Oregon State Bar - Owen
PDF HTML
For Professional Fiduciaries
- Planning for
Individuals With Special Needs: OHSU Foundation
Gift Planning Workshop
April 17, 2008
PDF HTML
- Special Needs Trusts - Oregon State Bar CLE - July 18, 2003 - Meyer
PDF HTML
- Initiating Probate - 2003 Oregon Law Institute - Hollis
PDF HTML
- Recognizing and Honoring Your Relationships, Legal Issues for the GLBT Community - 2003 - Meyer and Adams
PDF HTML
- Fiduciary Duties and Prior Court Approval - 2003 Elder Law Newsletter - Keller and Fitzwater
PDF HTML
- Conservatorships - 2003 Oregon Law Institute - Meyer, Keller and Fitzwater
PDF HTML
- Temporary Guardianships - 2003 Oregon Law Institute - Hollis
PDF HTML
- Conservator's Duty to Preserve and Protect the Estate Plan - 2002 Oregon Law Institute - Fitzwater
PDF HTML
- Motion to Approve Conservator's Spending Plan - 2002 Oregon Law Institute - Fitzwater
PDF HTML
- Planning for Elderly, Special Needs - 2002 OHSU - Meyer
PDF HTML
- Planning for Elders Approaching Incapacity - 2002 Oregon Society Certified Public Accountants - Meyer
PDF HTML
- Tips and Traps for Minors and Disabled Clients - 2002 Multnomah Bar Association - Meyer
PDF HTML
- Life After Fifty - Planning for Families - 2002 - Meyer
PDF HTML
- Guardianships and Conservatorships in Oregon - 2002 Health Ed - Fitzwater
PDF HTML
- Planning for Incapacitated or Disabled Clients - 2002 Oregon State Bar - Fitzwater
PDF HTML
- Legal and Financial Planning for Families - 2002 Library Foundation - Meyer
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- Pre-Crisis Planning, The Value of Being Prepared - 2002 Health Ed - Meyer
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- Contested Protective Proceedings in Probate Court - 2002 Oregon State Bar - Owen
PDF HTML
For Real Property and Title/Escrow Professionals
- Special Needs Trusts - Oregon State Bar CLE - July 18, 2003 - Meyer
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- Elder Law Issues for Title and Escrow Officers - 2003 - Fitzwater
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- Conservatorships - 2003 Oregon Law Institute - Meyer, Keller and Fitzwater
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- Elder Law Issues for Real Property Professionals - 2002 - Fitzwater
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- Guardianships and Conservatorships in Oregon - 2002 Health Ed - Fitzwater
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- Incapacity Issues of Financial Advisors - 2001 Financial Planning Association - Fitzwater
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For Social Workers
- Special Needs Trusts - Oregon State Bar CLE - July 18, 2003 - Meyer
PDF HTML
- Legal and Financial Planning for Seniors and Their Families - 2003 - Wes Fitzwater
PDF HTML
- Income Cap Trusts - 2003 Elder Law Section Newsletter - Adams
PDF HTML
- Recognizing and Honoring Your Relationships, Legal Issues for the GLBT Community - 2003 - Meyer and Adams
PDF HTML
- Temporary Guardianships - 2003 Oregon Law Institute - Hollis
PDF HTML
- Planning for Elders Approaching Incapacity - 2002 Oregon Society Certified Public Accountants - Meyer
PDF HTML
- Tips and Traps for Minors and Disabled Clients - 2002 Multnomah Bar Association - Meyer
PDF HTML
- Life After Fifty - Planning for Families - 2002 - Meyer
PDF HTML
- Guardianships and Conservatorships in Oregon - 2002 Health Ed - Fitzwater
PDF HTML
- Planning for Incapacitated or Disabled Clients - 2002 Oregon State Bar - Fitzwater
PDF HTML
- Pre-Crisis Planning, The Value of Being Prepared - 2002 Health Ed - Meyer
PDF HTML
- Legal and Financial Tools - 2002 Adult Abuse Awareness Day - Fitzwater
PDF HTML
- Quality of Life Provisions for Trusts and POA - 2002 Oregon State Bar - Fitzwater
PDF HTML
For Special Needs Professionals
- Planning for
Individuals With Special Needs: OHSU Foundation
Gift Planning Workshop
April 17, 2008
PDF HTML
- Special Needs Trusts - Oregon State Bar CLE - July 18, 2003 - Meyer
PDF HTML
- Legal and Financial Planning for Seniors and Their Families - 2003 - Wes Fitzwater
PDF HTML
- Recognizing and Honoring Your Relationships, Legal Issues for the GLBT Community - 2003 - Meyer and Adams
PDF HTML
- Conservatorships - 2003 Oregon Law Institute - Meyer, Keller and Fitzwater
PDF HTML
- Quality of Life Provisions for Trusts and POA - 2002 Oregon State Bar - Fitzwater
PDF HTML
- Planning for Elderly, Special Needs - 2002 OHSU - Meyer
PDF HTML
- Planning for Elders Approaching Incapacity - 2002 Oregon Society Certified Public Accountants - Meyer
PDF HTML
- Tips and Traps for Minors and Disabled Clients - 2002 Multnomah Bar Association - Meyer
PDF HTML
- Guardianships and Conservatorships in Oregon - 2002 Health Ed - Fitzwater
PDF HTML
- Planning for Incapacitated or Disabled Clients - 2002 Oregon State Bar - Fitzwater
PDF HTML
- Special Considerations for Trustees of Special Needs Trusts - 2002 Elder Law Newsletter - Meyer and Adams
PDF HTML
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