An estate plan should work on the day your family needs it. I draft wills, trusts, and powers of attorney for Oregon families, and I do the whole job: the deeds, the retitling, and the LLC paperwork, so your plan is complete and funded when you leave my office, not a list of things for you to finish later. I hold a master’s degree in tax law (LL.M.), so tax planning is built into every plan, not added on at the end.
Estate Planning for Clackamas and Marion County Families
I serve families in Lake Oswego, Oregon City, Canby, Woodburn, and surrounding mid-valley communities. My Lake Oswego office is located off I-5 at the Kruse Way exit.
What I do:
- Wills, revocable living trusts, powers of attorney, advance directives, and beneficiary designations that all work together
- Planning that keeps your family out of the time-consuming, burdensome, and costly probate court process, including Transfer on Death Deeds and Erickson Deeds (survivorship deeds) for real property
- Oregon estate tax planning for estates over $1 million, including making sure married couples use both spouses’ $1 million exemptions, not just one
- Guidance on giving assets now versus at death, taking into account whether each asset has a high or low tax basis
- Transferring rental property and other real estate into your LLC, and making sure your trust holds the LLC, so liability protection and your estate plan work together
- Plans for the harder situations: second marriages and blended families, family farms and timber, rental property, and closely held businesses
- Updating wills and living trusts drafted years ago so they still fit your family and current Oregon law
- My clients leave with a leather-bound Estate Planning organizational binder: everything in one place, organized, so your loved ones are not hunting for documents when the day comes