Estate and Tax Planning Team








	Currently Rated A+

Our Estate and Tax Planning Team consists of five attorneys with more than 72 years of combined experience. From simple wills to advanced tax planning techniques for larger estates, we advise clients on a full range of issues. Areas of emphasis include:

Traditional Estate Planning, including: Wills, Revocable Living Trusts, Powers of Attorney, and Advance Directives for Health Care.

Trusts for Special Circumstances, including: Trusts for Minor Children; Trusts for Disabled Children; Trusts for Persons with Disabilities; Special Needs Trusts; and, Pet trusts.

Estate and Gift Tax Planning, including: Wealth Preservation Strategies; Estate, Gift, and Generation-Skipping Tax Issues; Irrevocable Trusts; Estate Planning for Business Owners and Family Partnerships; and Charitable Giving.

Team members include:

Past Chair of the Estate Planning and Administration Section of the Oregon State Bar
Executive Committee Member of the Estate Planning and Administration Section of the Oregon State Bar
Past Chair of the Elder Law Section of the Oregon State Bar
Recipient of an advanced Law Degree (LLM) in Taxation from NYU School of Law
Adjunct Professor teaching graduate tax classes at Golden Gate University
Member of the Estate Planning Council of Portland, Oregon.
Co-Author, Using Trusts and Taxation chapter of OSB publication, Elder Law
Co-Author, Special Needs Trust chapter of OSB publication, Administering Trusts
Co-Author of the Uniform Transfers to Minors chapter in 2003 Oregon State Bar publication, "Guardianships, Conservatorships, and Transfers to Minors"
Authors of more than 100 articles for the Oregon State Bar and other professional groups

Phone (503) 786-8191 FAX (503) 786-3785