Samantha helps individual clients with estate planning, probate and trust administration. She also advises nonprofit organizations and private foundations on general governance and tax compliance matters.

Samantha is service-oriented and enjoys the opportunity to work with clients in a collaborative manner. In her role as an estate planning attorney, she realizes that not every family or estate is the same, and she creates estate plans that are uniquely tailored to meet the client’s individualized needs by using different estate planning vehicles, strategic tax planning, charitable gifts or business succession planning. She has experience with high net worth estates and drafting appropriate estate tax returns. Samantha also works with nonprofit organizations and private foundations. She assists in the start-up of the organization, submits applications for tax-exempt status, counsels organizations on tax compliance issues, and drafts a variety of governance documents, policies, and contracts.

Experience

• 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.

Memberships

• Oregon State Bar Estate Planning & Administration Section, Member
• Multnomah Bar Association, Member
• Oregon Women Lawyers, Member
• SW Washington Estate Planning Council

Awards

• Lewis & Clark Law School, Outstanding Client Advocacy Award (2016)
• Lewis & Clark Law School, Pro Bono Public Service Award (2016)
• Animal Law Review, Associate Editor of the Year Award (2014-2015)

Seminars & Speaking Engagements

Publications

Community Activities

• Mercy Corps Office of General Counsel, Legal Intern (2016)
• CARA Pro Bono Project, Legal Volunteer (2015)
• Animal Law Review, Business Editor, Associate Editor and Volunteer Editor (2014-2016)

Services