Our attorneys assist clients to develop their estate plans, wills and trusts. We also give advice about the tax advantages (and disadvantages) of different estate planning options. Estate planning options are carefully reviewed and explained to our clients (and when appropriate, their families) to assure development of the desired plan. Our firm is committed to providing clients with individualized service; whether they need simple wills, living trusts, or more complex estate plans to achieve their goals of minimizing their heirs' probate costs, tax burden or assuring business continuation.
The impact of legal proceedings on seniors, their families and heirs requires sensitivity. The elder law attorneys in the firm are experienced in handling conservatorships, guardianships, and probate administration. The duties of a personal representative (administrator) of a probate estate are complex and time-consuming. Similarly, the duties of trustee of a trust are more complex than they sometimes appear at first blush. The attorneys in the firms can assist in understanding the duties of a personal representative or a trustee as a fiduciary and meeting the many reporting and accounting requirements imposed by Oregon law.