ESTATE PLANNING AND TAX LAW
 

Careful estate planning allows clients to manage, preserve and pass on their assets as they choose, while minimizing estate and gift taxes. We offer a full range of estate planning and probate services to individuals, families and businesses with estates of all types and sizes. Our attorneys have the experience and expertise to meet all of our clients' planning needs, including:

  • Preparation of wills and will summaries using plain English to aid in a clear understanding of the documents.
  • We provide efficient and cost-effective probate administration for Oregon estates and we conduct ancillary probate proceedings in Oregon for out-of-state decedents.

  • Preparation and administration of revocable and irrevocable trusts and assistance with trust administration after the death of a trustor.

  • Preparation and execution of documents ancillary to trust and estate plans, including Advance Directives for Health Care, Durable Powers of Attorney and other documents.

  • Gift planning for charitable and tax planning.

  • Business succession planning, including lifetime gift planning (with or without the use of an LLC or other entity to facilitate accelerated transfers through entity valuation discounts).

 

Attorneys

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For more information please contact Doug Chiapuzio.