Trusts and Estate Planning

Trust Administration

In trust administration we represent initial trustees, family members, successor trustees, beneficiaries, personal representatives, and executors to help them navigate the difficult legal processes of probate and trust administration. During an initial consultation, we will help you start navigating ...

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Trusts are an incredibly useful estate planning tool, and they’re becoming ever more popular. However, as Trusts gain popularity, a common question arises: who pays the trust's income tax? It seems like a simple inquiry, but ...

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Financial and Retirement Planning

With a little planning, you can spare your family confusion, stress, family strife, hurt feelings, etc. If you do not have an estate plan, now is a great time to put one in place. The best way to do this is to connect with an experienced estate planning attorney. He or she can walk you through the process and design a …

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Asset Protection

If you have creditors, you should consider which asset protection strategies might be right for you. Asset protection is the shielding of your property from creditors, potential creditors, and others. While most people don’t realize it, the estate planning process includes a number of opportunities ….

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Who hasn’t daydreamed about what they’d do with an inheritance? We imagine a sudden windfall from a long-lost relative and think about the new car we’d buy, the long vacation we’d take, or the beautiful new home we’d move into. In reality, however, inheriting money can be a little more complicated …

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Protecting Against Remarriage

Divorce is hard enough, but did you know that your children and new spouse can suffer financial devastation if you do not remember to change your estate planning documents after a divorce? Divorce is a fact of modern American life. Approximately half of all …

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Planning For Your Minor Children

A brand new baby brings a special kind of chaos to your home. In the midst of sleep deprivation, midnight feedings, and seemingly endless diaper changes, estate planning is likely the last thing on your mind. And yet, making an estate plan is ...

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Gifts And Giving

Giving small donations to charitable causes can earn you a tax deduction, but did you know that federal gift tax laws allow you to give substantial sums to Trusts, with the benefit of significant tax savings? Charitable Trusts can ...

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Charitable Giving

Many people might think it is beyond their means to leave a testamentary charitable gift (a gift made after you die) and would be surprised to learn that you don’t have to be wealthy to leave behind a substantial charitable legacy. One way to ...

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Contact Us

Call (503) 641-6262 or contact us online for your complimentary estate planning consultation.

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

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