I help individual clients with estate planning, probate, and trust administration. In addition, I advise nonprofit organizations and private foundations on general governance and tax compliance matters.By recognizing that not every family or estate is the same, I create individually tailored estate plans for my clients by applying various estate planning vehicles such as strategic tax planning, charitable gifts, or business succession planning.I am experienced in high net-worth estates, nonprofit organizations, start-ups, and private foundations. I also draft appropriate estate tax returns, submit applications for tax-exempt status, counsel organizations on tax compliance issues, and draft a variety of governance documents, policies, and contracts.

Bar Admissions

• Oregon State Courts
• Washington State Courts

Education

• University of Utah, Bachelor of Fine Arts degree, Fine Arts (2009)
• Lewis & Clark Law School, Juris Doctor degree, cum laude (2016)

Significant Accomplishments

• Created and developed comprehensive estate plans including wills, trusts, durable powers of attorney, healthcare authorization forms, and disposition of remains documents for families and individuals.
• Assisted clients in transferring business interests and real estate properties into trusts.
• Provided strategic advice to minimize clients' estate tax liabilities.
• Counseled personal representatives and trustees through probate and trust administration process.
• Advised nonprofits and private foundations on formation, general governance, obtaining tax exempt status, tax compliance issues, and dissolution.

• Extension of Charitable Giving Benefits under the CARES Act for 2021

  By Samantha MacBeth |June 2021

Additional Articles

• Issues to Consider for Estate Planning and Business Transitions Before Year-End
• ESTATE PLANNING: Did you know Spousal Access Trusts (SLATS) can be part of your tax strategy?
• Estate Planning and Business Transition Issues Not to Overlook Before Year-End
• Extension of Charitable Giving Benefits under the CARES Act for 2021
• Tips for Planning Charitable Giving
• Estate Planning and Business Transition Issues Not to Overlook Before the Year-End (Updated 12/11/20)
• The CARES Act and Charitable Giving
• Four Critical Steps to Estate Planning During Uncertain Times
• The SECURE Act: How It Will Affect Your Retirement Accounts and Your Estate Plan
• The SECURE Act: How It Will Affect Your Clients
• Schwabe CPA Shoptalk: 8 Takeaways
• Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Real Estate and Construction Industry?
• Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Transportation, Ports and Maritime Industry?
• Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Healthcare Industry?
• Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Manufacturing, Distribution and Retail Industry?
• Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Agriculture Industry?
• Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Technology Industry?
• Tax Reform: Summary of Tax Cuts and Jobs Act

Seminar

• Spousal Lifetime Access Trusts
• Dealing with Cryptocurrency, NFTs, and Other Digital Assets
• NAIFA State Conference