Trust and Estate Services Group

Attorneys in the firm's Trust and Estate Services Group counsel individuals in Oregon and California on income, gift, estate and generation-skipping transfer tax planning; charitable giving; the structuring of ownership and preservation of family-owned property; the creation and operation of charitable foundations; the design and coordination of multi-jurisdictional estate plans; and other problems of the very young, the disabled and the aging. We also counsel executors and trustees concerning estate and trust administration, fiduciaries with property in several jurisdictions, and trustees and directors of charitable organizations.

We have extensive experience in the preparation of revocable (living) and irrevocable trusts, charitable split-interest trusts, life insurance trusts, trusts for minors, wills, pre-marital and post-marital property agreements, advance directives concerning the artificial prolonging of life, and custodianships, conservatorships and guardianships.

Along with our estate and gift tax planning and probate administration, we have an active probate litigation practice. Our experience extends to virtually every aspect of probate and trust-related litigation, representing individual and corporate fiduciaries. Matters regularly handled by the Firm's probate litigation lawyers includes will and trust construction proceedings, guardianship and conservatorship proceedings and incapacity proceedings.