Trusts, Estates & Tax Law

We work with clients to determine their goals, providing information about the advantages and disadvantages of the available options so that clients can make informed decisions. Our goal is to implement a plan that fits the unique values, needs and concerns of our clients.

We provide a full range of services including estate and tax planning, will and trust preparation and estate and trust administration. Once a client decides which options meet their needs, our attorneys draft and implement the plan they have chosen. We offer independent legal advice. We do not sell trusts, insurance or any other product.

Estate, Inheritance and Income Tax Planning: We assist clients in determining whether they will have a taxable estate and offer estate planning tools to minimize tax liability for future generations and implement any gifts to charitable organizations.

Charitable Trusts and Foundations: We create charitable organizations and assist in the administration of charitable entities. We advise charities on their duties and in implementing a myriad of planned giving tools.

Elder and Disabled Persons Protection: We evaluate alternatives for protecting elderly and disabled persons, including the creation and administration of special needs trusts, coordinating with government assistance programs, Durable Powers of Attorney, Advance Directives for healthcare, guardianships and conservatorships.

Tax Returns: We prepare federal estate and state inheritance tax returns. We represent will and trust beneficiaries. We also assist in civil tax controversies, including representation before the Internal Revenue Service and the Oregon Department of Revenue, and in litigation before state and federal courts.

Individual and Corporate Fiduciaries: We represent individual and corporate fiduciaries in the administration of trusts, estates, guardianships and conservatorships.

Multi-State and Foreign Nationals: We provide multi-state estate planning, including arrangements for foreign nationals.

Business Succession Planning: We assist in planning the transfer of businesses to succeeding generations and the use of valuation discounts in all their various forms, using limited liability companies, corporations, and trusts of every type.