Susan Gary: Publications

Law Review Articles

The Oregon Elective Share Statute: Is Reform an Impossible Dream?, Willamette L. Rev. (forthcoming 2008)

Charities, Endowments, and Donor Intent: The Uniform Management of Institutional Funds Act, 41 Georgia L. Rev. 1277 (2007)

Transfer-on-Death Deeds: the Nonprobate Revolution Continues, 41 Real Prop. & Prob. & Trust J. 529 (2007) (selected for inclusion in The Best Articles Published by the ABA, 24 GPSolo (Sept. 2007))

Applying Revocation-on-Divorce Statutes to Will Substitutes, 18 Quinnipiac Probate L. J. 83 (2004)

Revisions to the Uniform Management of Institutional Funds Act, 30(3) ACTEC Journal 189 (Winter 2004)

The Parent-Child Relationship Under Intestacy Statutes, 32 Univ. Memphis L. Rev. 643 (2002)

Regulating the Management of Charities: Trust Law, Corporate Law and Tax Law, 21 U. Hawai`i L. Rev. 593 (2000)

Adapting Intestacy Laws to Changing Families, 18 Law & Inequality J. 1 (2000)

Significant Probate and Trust Literature, Significant Current Developments (Aug. 1999)

Significant Probate and Trust Literature, Significant Current Developments (Aug. 1998)

Mediation and the Elderly: Using Mediation to Resolve Probate Disputes Over Guardianship and Inheritance, 32 Wake Forest L. Rev. 397 (1997)

Significant Probate and Trust Literature, Significant Current Developments (Aug. 1997)

Recent Developments in State and Local Regulation of Nonprofit Organizations, American Bar Association (Aug. 1997)

Significant Probate and Trust Literature, Significant Current Developments (Aug. 1996)

Significant Probate and Trust Literature, 30 Real Property, Probate and Trust Journal 493 (Fall 1995)

Marital Partnership Theory and the Elective Share: Federal Estate Tax Law Provides a Solution, 49 University of Miami L. Rev. 567 (Spring/Summer 1995)

Fiduciary Return Preparers Face Broad Arsenal of Penalties, 1(3) The Journal of Taxation of Estates and Trusts (1989)

Book Chapters

Overview of the Oregon Uniform Trust Code (with Valerie J. Vollmar), in Administering Trusts in Oregon, 2006 Revision

Estate Planning and Administration, Guardianships, and Conservatorships (with Jonathan A. Levy, David R. Allen, and Ryan E. Gibb), in 2005 Oregon Legislation Highlights (2005)

Non-Tax Considerations in Testamentary Transfers to Minors (with Nancy Shurtz), in Estate, Tax and Life Planning for Minors (Chicago: ABA 2005)

Sections 245, 264.25, 270.5, 275.5, 283, 329, 330, in Trusts and Trustees (George Bogert, ed.) (2d ed. 1992).

Administration of Charitable Trusts (with Howard M. McCue III and Charles F. Newlin), in Trust Administration (Illinois Institute for Continuing Legal Education) (1983, rev. ed. 1987).

Split-Interest Charitable Giving--Down but Not Out (with Howard M. McCue III), in The Twentieth Annual Institute on Estate Planning. (University of Miami) (1986)

Other Publications

Changes in Laws Affect Estate Planning, Or. Elder L. Newsl. 5 (Oct. 2007)

Legislative Review, Or. Est. Plan & Admin. Sec. Newsl. 6 (July 2007)

UPMIFA: Coming Soon to a Legislature Near You, 21 Prob. & Prop. 32 (Jan./Feb. 2007)

New Endowment Management Guidelines Offer More Flexibility, Currents 10 (Oct. 2006)

Posthumously-Conceived Heirs: Where the Law Stands and What to Do About It Now, 19 Probate & Property 32 (Mar./Apr. 2005) (selected for inclusion in The Best Articles Published by the ABA, 24 GPSolo (Sept. 2005)

Revisions to the Uniform Management of Institutional Funds Act, Or. Est. Plan & Admin. Sec. Newsl. 5 (Oct. 2004).

Oregon Uniform Trust Code - Proposed Changes to Oregon Law, Or. Est. Plan & Admin. Sec. Newsl. 5 (July 2004).

Committee Proposes Oregon Uniform Trust Code Revisions, Or. Elder L. Newsl. 14 (Summer 2004).

Till Death Do Us Part - Revocation on Divorce Statutes, Or. Est. Plan. & Admin. Sec. Newsl. 4 (Apr. 2004).

Mediation in Probate, Or. Elder L. Newsl. 4 (Spring 2004).

Posthumously Conceived Heirs, Or. Est. Plan. & Admin. Sec. Newsl. 10 (Apr. 2003).

State Statute Does Not Revoke Beneficiary Designation After Divorce, 28 Est. Plan. 376 (Aug. 2001).

Mediating Probate Disputes, 13 Probate & Property 11 (Jul./Aug. 1999). Reprinted in Gerry W. Beyer, Wills, Trusts, and Estates (2d ed. 2000). Reprinted as "Guidelines for Recommending Mediation in Probate" in Probate Solutions (Mar./Apr. 2000).

Elective Share Statutes: Policies and Problems, Or. Est. Plan. & Admin. Sec. Newsl. 1 (Jul. 1999).

Adoption of the UPC's Elective Share Statute, 12 Probate & Property 19 (Mar./Apr. 1998).

Guidelines for Recommending Mediation in Probate, Or. Est. Plan. & Admin. Sec. Newsl. 6 (Jan. 1998).

The Federal Estate and Gift Tax System, Broad Brush Taxation II, 4-1 (1997).

Teaching the Elective Share as Part of the Basic Trusts and Estates Curriculum, Am. Bar Assn. Newsl. (Aug. 1995).

Making Grants to Foreign Organizations, 2(3) The Journal of Taxation of Exempt Organizations 41 (1990).

Scenes From a Problem--Dealing with the Excess Business Holdings Rules, 2(2) The Journal of Taxation of Exempt Organizations 40 (1990).

Grant-Making for Employer-Related Scholarship Plans, 2(1) The Journal of Taxation of Exempt Organizations 41 (1990).

Helping Others Without Hurting the Foundation--Scholarships and Other Grants to Individuals, 1(4) The Journal of Taxation of Exempt Organizations 54 (1990).

Complying with the Grant-Making Rules for the Private Foundation, 1(3) The Journal of Taxation of Exempt Organizations 39 (1989).

Appreciated Property Transferred in Trust May Carry Hidden Tax Bill, 2(1) The Journal of Taxation of Estates and Trusts 54 (1989).

Support Organizations and Operating Foundations Can Bring Public Charity Benefits to Private Foundations, 1(2) The Journal of Taxation of Exempt Organizations 52 (1989).

Estate Tax Deferral for the Closely Held Business Gains Importance after Anti-Estate Freeze Legislation, 1(4) The Journal of Taxation of Estates and Trusts 47 (1989).

Planning for the Creation and Management of a Private Nonoperating Foundation, 1(1) The Journal of Taxation of Exempt Organizations 49 (1989).

Fiduciary Return Preparers Face Broad Arsenal of Penalties, 1(3) The Journal of Taxation of Estates and Trusts (1989).

A Lawyer's Guide to Private Foundations, Illinois Donors Forum of Chicago News. 1985 (and 1987 supplement).