Estates and Probate/Elder Law Track
Estates and Probate Section
Session B: 11:20 a.m. – 12:20 p.m.
About the Program
The United States has two property systems that apply to married couples—separate property law and community property law. In today’s mobile society, estate planning practitioners in separate property states across the country encounter persons with community property without fully understanding what that means and how it affects tax and succession planning.
You Will Learn
- How to define and identify community property and the differences among the nine community property states
- How to apply the Uniform Disposition of Community Property Rights at Death Act (UDCPRDA)
- How to use the favorable community property tax treatment to your clients’ advantage
Abby Wool Landon, Tonkon Torp LLP, Portland, OR
Abby Wool Landon is an Estate Planning lawyer from Portland, Oregon, where she serves as the Chair of the Estate Planning Practice Group at Tonkon Torp LLP. In her practice, Abby creates estate plans that include wills, trusts, asset protection devices, and family business succession planning. She also assists clients in navigating probate and trust administration, and provides expert support for contested probate and other fiduciary disputes. She has significant experience in: corporate tax law and tax partnerships, multiple-generation trust and estate planning, tax domicile analysis (including international applications and planning for non-citizen residents), charitable planning, marital trust planning for step-families, and premarital and post-marital agreements.
In addition to her estate planning background, Abby has 27 years’ experience in business law, helping individual and corporate clients with tax, complex business transactions, mergers and acquisitions, corporate management, business succession, and wealth management. As a small business owner, director, and member of several family partnerships, Abby brings hands-on experience to her clients.
A popular speaker, Aby has presented at CLE seminars throughout the Pacific Northwest, speaking on asset protection, managing community property from state to state, elder financial abuse, and estate planning for families in conflict. She is involved in community education and teaching to private groups in order to raise awareness of the importance of wills and trusts, corporate formalities, tax, and gift and estate tax planning to maximize profit and avoid conflict.
CLE Credit: 1.0 Hours (CT: 1.0 General; NY: 1.0 AOP)