A will or trust forms the backbone of an effective estate plan. With the right resources and guidance, crafting a will or trust doesn't have to be an intimidating process. Estate planning is for everyone. During the planning process, you and your attorney define and clarify your wishes including establishing care arrangements for you and your minor or dependent children if you are disabled, and how your assets will be distributed at your death.
Working with an experienced estate planning attorney ensures that a comprehensive plan is created to address your specific needs. The process of administering a trust is similar to the probate process but without court supervision. Because the process avoids court supervision, it is often faster and more private than probate.
My practice is based in Portland, Oregon, and is centered around providing you with counseling and guidance regarding estate planning and estate administration that is backed by both experience and education.To ensure that your unique needs are met, I work collaboratively with you to understand your situation and to define the right solution for you.
Working with an experienced estate planning attorney ensures that a comprehensive plan is created to address your specific needs. The process of administering a trust is similar to the probate process but without court supervision. Because the process avoids court supervision, it is often faster and more private than probate.
My practice is based in Portland, Oregon, and is centered around providing you with counseling and guidance regarding estate planning and estate administration that is backed by both experience and education.To ensure that your unique needs are met, I work collaboratively with you to understand your situation and to define the right solution for you.
Services
I have been practicing law since graduating from Lewis and Clark Law School and being admitted to the Oregon State Bar in 2008.
I began my legal career with the O'Neill Law Firm where I assisted clients in a variety of matters including general litigation, business entity formation, probate administration, and estate planning.
Due to the serious illness and subsequent passing of the titular attorney, I started my own law firm in 2012.
Since that time, I have focused my practice primarily on helping my clients develop and implement their estate plans or helping them navigate the probate administration process.
I began my legal career with the O'Neill Law Firm where I assisted clients in a variety of matters including general litigation, business entity formation, probate administration, and estate planning.
Due to the serious illness and subsequent passing of the titular attorney, I started my own law firm in 2012.
Since that time, I have focused my practice primarily on helping my clients develop and implement their estate plans or helping them navigate the probate administration process.
If you prefer to speak by telephone, then please follow this link for a brief, 15 minute introductory telephone call.
The purpose of these meetings is to ensure that I am able to assist you with your legal needs.
If I am able to help, and you want to proceed, then we will discuss next steps at the end of the meeting.
The purpose of these meetings is to ensure that I am able to assist you with your legal needs.
If I am able to help, and you want to proceed, then we will discuss next steps at the end of the meeting.
The following is a summary of my approach to the Estate Planning process.
For more information about Wills, Trusts and Estate Planning, please visit my Estate Planning page.
Estate Planning is not simply the documents prepared by an attorney, nor is it the insurance and financial plan recommended by a financial advisor.
Properly done, Estate Planning encompasses at least the legal and financial elements, but it often includes more, as Estate Planning frequently points out the need to plan in other areas.
For more information about Wills, Trusts and Estate Planning, please visit my Estate Planning page.
Estate Planning is not simply the documents prepared by an attorney, nor is it the insurance and financial plan recommended by a financial advisor.
Properly done, Estate Planning encompasses at least the legal and financial elements, but it often includes more, as Estate Planning frequently points out the need to plan in other areas.
Whether you are looking for just a basic will for yourself, an estate plan involving trusts for you and your spouse, or you need assistance administering the probate estate of a loved one, my goal is to provide thoughtful, individualized guidance tailored to your needs.
If you need an estate plan, either using a will or a trust, I will listen carefully to your goals and to your concerns.
I will take the time to answer any questions you might have.
And I will work with you to make sure that the estate plan you end up with is the one you need and that you understand it.
If you need an estate plan, either using a will or a trust, I will listen carefully to your goals and to your concerns.
I will take the time to answer any questions you might have.
And I will work with you to make sure that the estate plan you end up with is the one you need and that you understand it.
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