You review estate plans every day—but how often do you see them actually work the way they were intended?

In this session, we’ll walk through real-world estate planning breakdowns we see across Oregon—situations where well-drafted documents failed due to missed coordination, overlooked tax issues, or practical implementation gaps. From trust funding mistakes to Oregon-specific estate tax traps and beneficiary misalignment, this presentation is designed to help you spot issues earlier and deliver better outcomes for your clients.

What You'll Learn:

How breakdowns between legal documents and asset titling create unnecessary probate
Common Oregon estate tax pitfalls that are often missed in planning
Where IRA beneficiary designations and trust language fail to align under SECURE rules
How “account sprawl” increases administrative burden and risk
Planning gaps that commonly arise in blended family situations
The risks of DIY or partially implemented estate plans
Practical ways to improve coordination across legal, tax, and financial planning

Speakers:

Angela S. Hubler, CPA | Partner | Callan Accounting

Lori Murphy - Lynch Murphy McLane LLP

Estate Planning Blunders - And How to Avoid Them