As an Oregon estate planning and business attorney, I am committed to working closely with clients of all ages to preserve their assets, create lasting legacies for their families, and retain control of their important health care decisions. Each person has different financial, family, and philanthropic goals, and I strive to provide a holistic approach for each client’s present and future needs.
I endeavor to help my clients achieve their estate planning goals by creating tailored plans to meet each client’s particular needs. This includes basic will based plans, advanced estate and tax trust planning, and special needs trusts to plan for persons with disabilities. My job is to listen to you first, and then work with you to design an estate plan that will accomplish your goals.
Losing a loved one is one of the most difficult times you may face. If someone dies owning individually-owned assets, it is likely that the legal process called “probate” must be opened to administer those assets, even if the person who passed away had a valid will. The probate process can take months to complete. As the attorney for a personal representative (sometimes called an executor), I can help guide family members or friends serving in that role navigate the often complicated rules and requirements of the probate process.
Trust administration is different from probate in that a trust is usually created to avoid some requirements and expense of probate. While probate may be avoided by the use of a properly funded trust, there are still certain requirements that must be met to properly administer a trust following the death or incapacity of the person who set up the trust. As the attorney for a successor trustee, I can assist and advise you throughout the process, ensuring all trust specific requirements are met and distributions are accordingly made.
Whether you are starting a new business or you need assistance with succession planning or business transitions, there are significant choices that must be made, each of which may have long lasting consequences related to the your tax liability, personal liability, and management and control of the business. I can advise you throughout the process to ensure you make the right choices for your business.