Just released: New Jersey's Best Lawyers!

Lawyer Profile

Image of John H. Rosenfeld

John H. Rosenfeld

Tonkon Torp LLP
  • Recognized Since:
    1995
  • Recognized in:
    Trusts and Estates
  • Law School:
    University of Oregon School of Law
  • Website:
    http://www.tonkon.com
  • E-mail:
    john.rosenfeld@tonkon.com
  • Location:
    Pioneer Tower, Suite 1600
    888 Southwest Fifth Avenue
    Portland, OR 97204

John works on all aspects of gift, estate and generation-skipping transfer taxes. His practice includes the preparation and implementation of wills and all types of specialty trusts, including revocable living trusts, qualified terminable interest property (QTIP) trusts, life insurance trusts, generation-skipping trusts, Crummey trusts, title holding trusts, and grantor retained annuity trusts (GRAT).

Much of John's practice involves minimizing taxes on the transfer of wealth, using such techniques as family limited partnerships, family limited liability companies (LLC), and installment sales.He specializes in estate and business planning for owners of closely held businesses. This involves the analysis of life insurance proposals, and preparation of shareholder agreements, buy-sell agreements, Section 303 redemption agreements and documents for corporate, partnership and LLC reorganizations and recapitalizations.

John advises clients on maximizing the tax benefits of charitable gifts, including the use of charitable remainder unitrusts and annuity trusts. He also represents public and private charitable organizations. He is regularly involved in the administration of probate and non-probate estates, which involves post-death tax planning as well as the fundamentals of estate administration and the preparation of estate tax, gift tax and fiduciary income tax returns.

Lawyer Bio

John works on all aspects of gift, estate and generation-skipping transfer taxes. His practice includes the preparation and implementation of wills and all types of specialty trusts, including revocable living trusts, qualified terminable interest property (QTIP) trusts, life insurance trusts, generation-skipping trusts, Crummey trusts, title holding trusts, and grantor retained annuity trusts (GRAT).

Much of John's practice involves minimizing taxes on the transfer of wealth, using such techniques as family limited partnerships, family limited liability companies (LLC), and installment sales.He specializes in estate and business planning for owners of closely held businesses. This involves the analysis of life insurance proposals, and preparation of shareholder agreements, buy-sell agreements, Section 303 redemption agreements and documents for corporate, partnership and LLC reorganizations and recapitalizations.

John advises clients on maximizing the tax benefits of charitable gifts, including the use of charitable remainder unitrusts and annuity trusts. He also represents public and private charitable organizations. He is regularly involved in the administration of probate and non-probate estates, which involves post-death tax planning as well as the fundamentals of estate administration and the preparation of estate tax, gift tax and fiduciary income tax returns.
Read more on firm website

Education:

  • University of Oregon School of Law, J.D., graduated 1977
  • University of Pennsylvania The Wharton School, BS, graduated 1974

Bar Admissions:

  • Oregon, Oregon State Bar

Affiliations:

  • American Bar Association - Member
  • American College of Trust and Estate Counsel - Fellow
  • Multnomah Bar Association - Member

Recognized in The Best Lawyers in America for work in:

  • Trusts and Estates
 

Awards:

  • Super Lawyers 2006-2016 Oregon Super Lawyer - Estate Planning & Probate
 

Attorney Client Comments

Firm Details

Image for Tonkon Torp LLP View Firm Profile
Tonkon Torp LLP
http://www.tonkon.com
 
Headquarters
Pioneer Tower, Suite 1600
888 Southwest Fifth Avenue
Portland, OR 97204
(503) 221.1440

News & Media

Featured Publications

Cover for our Pacific Northwest publication
Cover for our Spring Business Edition publication
Cover for our Summer Business Edition publication
Cover for our Winter Business Edition publication