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Jeff S. Patterson

Overview

Jeff Patterson assists clients with all aspects of estate planning, charitable planning, business and real estate transactions as well as probate and trust administration. He frequently provides training for CPAs, tax consultants, financial advisors, insurance professionals and real estate agents on a wide range of tax and estate planning topics.

Jeff is a 2002 graduate of Lewis & Clark Law School and also holds Music Performance degrees from the University of Houston and the Eastman School of Music. He played trumpet in the Rochester Philharmonic and several other orchestras and bands before finding a love for the law and helping families plan for their immediate and long-term futures.

Jeff has served on faculty with Liberty University in the Graduate Business department, and he is very active in the Central Oregon community. He serves on several local boards, including the KIDS Center, The Fellowship at Bend, and the Guardian Group Advisory Board. A native of Texas, he has adapted to the Northwest and enjoys skiing, mountain biking, crossfit and coaching his two young sons’ baseball and football teams.

Experience

Experience

  • Foundational estate planning
  • Advanced wealth transfers for estate tax and gift tax planning
  • Trust administration
  • Probate administration
  • Business entity formations, succession planning, and transactions ‎

Memberships & Awards

Memberships

  • WealthCounsel, LLC
  • Oregon State Bar Estate Planning Section
  • Central Oregon Estate Planning Council

Resources & Ideas

Seminars & Speaking Engagements

Community Activities

Community Activities

  • K.I.D.S. Center board member
  • Guardian Group board member
  • The Fellowship at Bend, Elder Board member 

Services

Education

Admissions

Oregon State Courts

United States Tax Court

Outside The Office