I help individuals, couples, and business owners plan their estates and inter-generational transfers of assets and wealth, including all aspects of state and federal gift, estate, and income tax planning. I have earned a reputation for carefully thinking through the transfer of assets and the choice of trustees and other fiduciaries.Flexible planning for changing timesWith the changing laws and times, I recognize that adaptability is essential to successful estate-planning strategies. I am creative in using disclaimers, family agreements, and other methods to answer my clients' needs. I help clients decide the structure and type of gifts to their children, including gifts of stock, partnerships, limited liability companies, and real estate and liquid assets. In addition, I assist clients with healthcare directives.Creating your legacyI often work with clients to use charitable gifts and devises for both tax and philanthropic purposes. I have helped create numerous charitable lead and remainder trusts, outright gifts, and private foundations.

Bar Admissions

• Oregon State Courts
• Washington State Courts

Education

• Willamette University College of Law, Juris Doctor degree (1968)
• Willamette University, Bachelor of Science in Law degree (1967)
• University of Miami School of Law, Master of Laws degree, Estate Planning (1976)

Significant Accomplishments

• Assisted numerous trustees and personal representatives, both individuals and corporate, in the administration of trusts and estates, including tax matters. Often, these are large estates with complex assets and issues.

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