Estate Planning Blunders - And How to Avoid Them
From May 20, 2026, 5:30 PM PT to May 20, 2026, 7:30 PM PT
Information
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:
Contacts
Email addresscoepcbend@gmail.com
Phone
Registration dates
Start
Apr 24, 2026, 12:00 AM PT
End
May 6, 2026, 11:00 PM PT
Event dates
Start
May 20, 2026, 5:30 PM PT
End
May 20, 2026, 7:30 PM PT