Helping Families Plan
To ensure innovative planning techniques and advanced expertise, my practice focuses on preparation of wills and trusts, life insurance trusts, wealth preservation and tax planning, estate and gift tax returns, domestic partnership agreements, prenuptial agreements, representation of trustees, guardianships and conservatorships, and probate and trust administration.
I also assist clients with various business matters, including entity formation, buy-sell agreements, succession planning, closely-held businesses and partnerships, shareholder agreements and limited liability companies.
Every individual should have access to the necessary information for crafting their unique estate plan. That is why I pursued a career in this field, working first as a legal assistant and then as a partner in a Portland firm. In 2007, I established my practice in Washington County, and have been serving my local community ever since.
I am an active member of the Portland Estate Planning Council and the Oregon State Bar Estate Planning and Tax sections. Past board member of the ALS Association of Oregon.