How I represent clients at Schwabe
I help individuals, couples, and business owners plan their estates and inter-generational transfers of assets and wealth, including all aspects of state and federal gift, estate, and income tax planning. I have earned a reputation for carefully thinking through the transfer of assets and the choice of trustees and other fiduciaries.
Flexible planning for changing times
With the changing laws and times, I recognize that adaptability is essential to successful estate-planning strategies. I am creative in using disclaimers, family agreements, and other methods to answer my clients’ needs. I help clients decide the structure and type of gifts to their children, including gifts of stock, partnerships, limited liability companies, and real estate and liquid assets. In addition, I assist clients with healthcare directives.
Creating your legacy
I often work with clients to use charitable gifts and devises for both tax and philanthropic purposes. I have helped create numerous charitable lead and remainder trusts, outright gifts, and private foundations.
Experience
- Assisted numerous trustees and personal representatives, both individuals and corporate, in the administration of trusts and estates, including tax matters. Often, these are large estates with complex assets and issues.
Education
- Willamette University College of Law, Juris Doctor degree (1968)
- University of Miami School of Law, Master of Laws degree, Estate Planning (1976)
- Willamette University, Bachelor of Science in Law degree (1967)
Admissions
- Oregon State Courts
- U.S. Court of Appeals - Ninth Circuit
- U.S. District Court - District of Oregon
- U.S. Tax Courts
Memberships
- Portland Estate Planning Council, Member
- Portland Estate Planning Council, President (1987-1988)
- Portland State University Foundation Board of Trustees, Former Member
Awards
- American College of Trust and Estates Council, Fellow (1990-present)
- Best Lawyers in America Award, Trusts and Estates (1989-2022)
- Super Lawyers Award, Law & Politics magazine
- Martindale-Hubbell®, AV Pre-eminent rating
- Oregon Super Lawyers, Estate Planning & Probate (2016-2018)
Services
Community Activities
- Oregon College of Arts and Crafts, Board of Directors, Former Member
- Oregon College of Arts and Crafts, Foundation Board, Former Member
- Robert W. Franz Cancer Research Leadership Cabinet at Providence Hospital, Portland, Emeritus Member
Outside Interests
The annual deer and elk hunt with family and friends is a must!
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