About

Elected as a Fellow, American College of Trust and Estate Counsel, November, 1981 Listed in: The Best Lawyers in America –category of Trusts and Estates. Member, Oregon Transportation Commission, 1987-1995 Member, Bay Area Health District Board, 1970-74 and 1999-2009 Coos Bay Area Citizen of the Year, 1988 Elected to Executive Committees of Oregon State Bar Sections for Estate Planning, Taxation, and Business Law. Chaired the Business Law Section in 1983-84. Served on many Oregon State Bar Association boards and committees, including State Professional Responsibility Board, Committee on Future of Legal Profession and Internal Revenue Service Liaison Committee. I have been a speaker, panelist or writer for the following legal education projects: Speaker and author of materials on “Essentials of Estate Planning and Administration” at Oregon Community Foundation Continuing Education Program on February 9, 2007. Program was entitled “Navigating Estate and Probate Issues” Co-author with Michael Bodkin of article entitled “Estate Tax Deductions for Timberland” in American Bar Association’s bi-monthly publication “Probate & Property”, March/April 2005. Speaker and author of materials on Estate Planning for Transfers of Business Interests at University of Oregon School of Law course on Advanced Estate Planning, February 22, 2001. Speaker and author of chapter on “Transitioning [Businesses] Within the Family” at Oregon State Bar CLE on Business Succession Planning – February 1999. Speaker and author of chapter on "Estate Planning for Transfers of Business Interests" at Oregon State Bar CLE on Fundamentals of Business Law - February 1998. Co-Author with Paul Fickes of Handbook on “Preparation of the Federal Estate Tax Return, Form 706”, presented with lecture to South Coast Chapter, Oregon Society of Certified Public Accountants, Edgewater Inn, Coos Bay, Oregon, on November 21, 1996. Speaker and author of Chapter on "Transitioning Closely Held Businesses with Both Working Owners and Passive Owners" at Oregon State Bar CLE on Business Succession Planning - November, 1995. Speaker and co-author of chapter on "Buying and Selling a Going Business" at Oregon State Bar CLE on Counseling Oregon Corporations - October, 1993. Speaker and co-author of chapter on "Buying and Selling a Going Business" at Oregon State Bar CLE on Fundamentals of Business Law - October, 1990 and March, 1992. Speaker and author of chapter for Oregon State Bar 1983 Business Law Institute on subject of "Agreements not to Compete", June, 1983. Chairman of panel for Oregon State Bar CLE presentation "Business Ethics" in September, 1982. Author of a chapter on "Income Tax Consequences of Transferring Real Property", in the Oregon State Bar Real Property CLE Book and co-author of another chapter in same book on "Tax Consequences of Real Property Ownership." (Published 1981). Member of Program Committee for Oregon State Bar CLE Program on "Buying and Selling a Closely Held Business", July, 1981. Member of panel at the Oregon State Bar CLE presentation "Tax Planning for the General Practitioner" in December, 1978. Topic for the panel was "Real Estate Taxation."

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