Estate Planning

We provide everything from simple estate planning options that include wills and trusts, to sophisticated tax planning techniques that integrate business succession, gift and tax planning, insurance, and other specialized planning tools. Each of our plans address lifetime concerns like aging, incapacity, and end of life care management.

Wills and Powers of Attorney

Wills are the heart of your estate plan. A will lets you control how you’ll distribute your assets to your beneficiaries, and can appoint who will make important decisions on your behalf.

Living Trusts and Tax Planning

A Living Trust is a great way to save thousands in estate taxes; care for our family with proper trust administration; ensure our kids keep their inheritance, even after divorce; protect us from predators should we become incapacitated; take it easy for our kids to care for us as we age; avoid probate.

Probate

If someone living in Oregon has named you as the personal representative or executor in their Will, you will need to begin the process known as probate.

Trust Administration

Trust and estate administration is the process of valuing and distributing a loved one's assets after they have passed. This also includes probating wills.  When we represent trustees, successor trustees, personal representatives, and executors we counsel them on their fiduciary responsibilities in managing their loved one's estate and help them to minimize disputes among family members. We settle estates in an efficient, timely and private manner.

Elder Law

We represent family members of incapacitated parents or siblings who are not able to take care of themselves. Our goal is to honor your incapacitated loved one while helping your family navigate the difficulties inherent to trying to care for someone who is incapacitated.  In many cases the incapacity of a loved one is more disruptive to a family than the expected passing of an older family member.  We understand this and will help your family in any way we can.

Guardianship and Conservatorship

A Guardianship and/or Conservatorship are options a parent, adult child, or loved one should consider in order to protect and care for an incapacitated family member or friend.

Medicaid Planning

Medicaid is a joint federal and state program that pays long-term care expenses for individuals who qualify based upon medical and financial need. There are several benchmarks that an individual must pass in order to qualify for long-term care coverage through Medicaid.

Business Succession Planning

We handle a range of services for businesses and entrepreneurs including business formation and succession. We provide legal counsel and support to our clients without losing sight of their business objectives and bottom lines.

MEET OUR TEAM

Contact Us

Call (503) 641-6262 for your complimentary estate planning consultation.

10300 SW Greenburg Rd #500
Portland, OR 97223
Phone: (503) 641-6262
Fax: (503) 546-9724

  • This field is for validation purposes and should be left unchanged.
Scroll to Top