Find Lawyers in Portland, Oregon for Trusts and Estates
Nancy Cowgill is a partner of Stoel Rives who practices in the area of estate planning, probate and trust administration. Nancy's specialty covers federal estate and gift tax law, Oregon and Washington estate tax law, and income tax law as it relates to estates, trusts and beneficiaries. She also advises on the administration of trusts and estates.
Gwen's tax practice includes advice to individuals, businesses, nonprofit entities and local governments on federal and state tax issues. She is experienced in corporate, partnership and individual taxation matters, as well as the income tax and transfer tax issues of trusts and estates. Part of Gwen's practice focuses on the "sharing economy," including advice to cooperatives and cost-sharing entities, the creation of collaborative agreements among public and private entities, and innovative...
Heather Guthrie is a partner at Dunn Carney who focuses on estate planning and administration. She leads the firm’s Estate Planning and Administration Team. Heather’s practice includes developing comprehensive plans for estates of all sizes, with an emphasis on legacy-building for families and individuals using complex tax-planning strategies. Heather also assists clients in establishing and administering guardianships and conservatorships, and through probate and post-mortem trus...
Karen is an attorney in Tonkon Torp's Estate Planning Practice Group where she advises individuals and high-net-worth families in estate planning and administration, and assists clients with tax planning, business transactions, and succession planning. She is experienced in the preparation of wills, trusts, and other estate planning documents, and provides strategic tax and legal advice to help her clients reach their business goals. Karen regularly assists clients in the creation and develop...
Joshua E. Husbands is a partner in Holland & Knight’s Portland office and a member of the firm's Private Wealth Services Group. He often serves as outside general counsel for private companies and their owners, representing clients in an array of business, tax, business succession and estate planning matters, including business reorganizations, acquisitions and divestitures. He frequently writes and speaks on business, tax, life insurance and asset protection matters concerning busi...
Emily Karr heads Stoel Rives’ Benefits, Tax and Private Client group and advises clients about estate planning and the administration of estates and trusts. Her experience includes providing advice related to estate and gift taxes, the income taxation of estates, trusts and beneficiaries, and issues concerning charitable giving and tax-exempt organizations. Her estate planning practice includes establishing family limited liability companies, insurance and personal residence trusts, gen...
Professional Experience President, Carolyn W. Miller, P.C., Portland, Oregon 2001 - present Partner, Duffy Kekel, llp, Portland, Oregon 1982 - 2001 Carolyn's practice is solely concentrated in estate planning, probate, trust administration, taxation of estates, trusts and individuals, charitable planning and administration, tax exempt organizations and private foundations. Recognized as a leader in the estate planning community, Carolyn was elected to the American College of Trust and Estate ...
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 tech...
For more than twenty years, Penny Serrurier, Stoel Rives’ Portland Office Co-Managing Partner, has provided nonprofit organizations with strategic solutions for their most pressing challenges. Penny helps clients navigate the complex laws and regulations in all aspects of governance, compliance and tax-related matters. She has substantial experience working with higher education institutions, health care organizations, public charities and private foundations on issues involving fundrai...
Katherine VanZanten is an estate planning and tax attorney who has significant experience in estate planning, business and tax planning, charitable remainder trusts and establishing charitable organizations. Katherine has an active estate planning practice helping clients and their families complete their estate planning goals. She regularly advises fiduciaries on their duties with respect to trust and probate administration.
Steven Bell focuses his practice on the creation and administration of complex trusts to meet business succession planning, tax planning, and family needs, and in charitable gift planning for both individual donors and for tax-exempt entities. Through his practice, Steve helps clients create customized structures to preserve and perpetuate closely held businesses and to meet diverse objectives. Steve brings innovative solutions to multifaceted issues that can arise in the administration of ir...
Trusts and Estates Definition
How Can a Trusts and Estates Attorney Help You?
Trust and estate attorneys help clients plan for the efficient and effective transfer of assets to spouses, to younger generation family members, to other persons clients wish to benefit, and to charities. The practice involves the preparation of trust agreements, wills, powers of attorney, medical directives, and closely held business structures, including partnerships, limited liability companies, and corporations.
What are the Trusts and Estates Practices Focal Points?
When attorneys begin the planning process, they consider your objectives, your family relationships, charitable inclinations, and the relationship of federal and state estate tax, gift tax, and generation skipping transfer tax laws to these objectives. Attorneys then work with you and, in some cases, with other advisers to design the appropriate plan to meet your goals and objectives, prepare the necessary documents to carry out the desired plan, and assist with the implementation of your plan. In connection with family wealth planning, attorneys plan and draft trust agreements and wills, create various business entities, and carry out business reorganizations.
Trust and estate attorneys also handle the administration of estates. Attorneys confer with members of a decedent’s family on the various issues, including:
• Assistance to the executor with the preparation of the required probate documents and assist in valuation of estate assets
• Making insurance claims
• Preparation of final income tax returns and the estate’s income and federal and state estate tax returns
• Monitoring of the investment of the estate’s assets
• Arranging for the distribution of the estate’s net assets
• Throughout the administration of an estate, consideration is given to income tax savings through the timing of distributions and the timing and claiming of appropriate deductions.
In the trust administration area, attorneys advise and consult with corporate and individual trustees concerning the discharge of the trust’s terms and consult with beneficiaries concerning trust administration matters including the preparation of trust accounts.
Trust and Estate attorneys also assist clients in all phases of probate and trust litigation. This may involve construing or reforming the terms of a will or trust, prosecuting or defending a will contest action or surcharge actions against trustees.
What is a Trusts and Estates attorneys goal for its clients?
The goal of an trust and estate attorney is to assist clients to achieve their personal goals while obtaining the significant tax savings which may be available to them through proper planning. Attorneys in the practice spend a significant amount of time dealing with the federal estate, gift, and generation skipping tax issues involved in transfer planning.
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
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