Resources for Professionals

The lawyers of The Elder Law Firm value their relationships with attorneys, professional fiduciaries, social workers, agency staff, care providers, accountants, financial advisors, and other professionals in the community. Sharing information that can be used to help clients is an important part of those relationships. The Elder Law Firm makes the following articles and presentations available to assist the professionals who provide services to people facing challenges related to aging or disability. The abbreviation "CLE" stands for Continuing Legal Education. Materials developed for CLE programs and for state and local bar associations were written for attorneys.

2009

• "IMPORTANT ELDER LAW NUMBERS" - EFFECTIVE JANUARY 2009
  
  

2008

• "ESTATE PLANNING IN PROTECTIVE PROCEEDINGS" by Richard A. Pagnano, Oregon Law Institute "Estate Planning for Protected Persons and People with Disabilities" CLE Seminar, October 24, 2008
  
  
• "WHEN SOMEONE ELSE MAKES DECISIONS: GUARDIANSHIP AND OTHER FORMS OF SURROGATE DECISION MAKING" by Penny L. Davis, Office of the Long-Term Care Ombudsman Annual Conference, October 17, 2008
  
  
• "CLOSING AND DISTRIBUTION OF ASSETS" by Richard A. Pagnano, Oregon Law Institute CLE Seminar: Probate Primer, March 14, 2008
  
  
• "AN INTRODUCTION TO GUARDIANSHIP AND CONSERVATORSHIP" by Penny L. Davis, Providence Portland Medical Center, February 28, 2008
  
  
• "MEDICAID AND PLANNING FOR LONG-TERM CARE COSTS" by Penny L. Davis, Hartford Study Group, January 23, 2008
  
  

2007

• "LOVE AND ? CHANGES IN ESTATE AND DISABILITY PLANNING FOR SAME-SEX COUPLES" by Penny L. Davis, Oregon State Bar CLE Seminar: Effective Elder Law 2007, October 5, 2007
  
  
• "CONSIDERATIONS IN PLANNING FOR INCAPACITY" by Timothy M. McNeil, NBI Estate Planning Basics Seminar, July 26, 2007
  
  

2006

• "ETHICS: REFERRALS AND RESPONSIBILITIES" by Timothy M. McNeil, Oregon State Bar CLE Seminar: The Elder Law Experience, October 6, 2006
  
  
• "EVIDENCE IN CONTESTED GUARDIANSHIP AND CONSERVATORSHIP CASES" by Penny L. Davis, Oregon State Bar Elder Law Section Newsletter, Summer 2006
  
  
• "MEDICAID CHANGES AND CHALLENGES AFTER THE DEFICIT REDUCTION ACT OF 2005" by Penny L. Davis, Oregon State Bar CLE Seminar: The Elder Law Experience, October 6, 2006
  
  
• "DO IT RIGHT THE FIRST TIME PART 2: PROBATE" by Timothy M. McNeil, National Association of Legal Secretaries (NALS) Annual Meeting, April 21, 2006
  
  
• "SPECIAL NEEDS TRUSTS IN OREGON" by Penny L. Davis, West Coast Trust Meeting, June 9, 2006
  
  
• "WOMEN AND LONG TERM CARE: Where Will I Live and Who Will Take Care of Me?" by Penny L. Davis, Older Women's League - Portland, Oregon Chapter, May 13, 2006
  
  

2005

• "Medicaid and Spousal Impoverishment Protections" by Penny L. Davis, Legal Aid Services of Oregon Elder Law Discussion Group CLE presentation, January 13, 2005
  
  
• "Using Trusts; Taxation," chapter excerpt by Richard A. Pagnano, Elder Law, Oregon State Bar, 2005 Supplement
  
  
• "An Introduction to long-term care and Medicaid in Oregon" by Penny L. Davis, Oregon State Bar Elder Law Section Newsletter, Winter 2005
  
  

Important Notice: The articles and outlines in this section contain general information. They do not provide legal advice about a particular situation. Unless otherwise noted, the articles and outlines have not been updated or revised to reflect changes in statutes, administrative rules, or case law following the date when they were first published.