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Contact
Email
Phone
(503) 505-6019
Address
520 SW Yamhill, Portland, OR, 97204, US
Professional
About
I strive to provide excellent legal service to my clients in the following practice areas: • Wills • Trusts • Estate and Gift Tax Planning • Probate • Trust Administration • Guardianships and Conservatorships • Charitable Organizations and Charitable Giving
About Tax Law
Tax attorneys help individuals and businesses with tax planning, compliance, and disputes with tax authorities. They work to minimize tax liability and resolve IRS issues. Common matters include tax planning, irs audits, tax disputes, business tax.
Credentials
Education
1999 New York University LL.M - Master of Laws 1997 University of Oregon JD - Juris Doctor 1997 University of Oregon MS - Master of Science 1990 Hamilton College BA - Bachelor of Arts
Languages
English
Recognition & Involvement
Awards
1994 D. Benson Tesdahl Legal Writing Award, University of Oregon 1992 Luther S. and Dorothy C. Cressman Prize, University of Oregon
Publications
2001 The Exempt Organizations Tax Review, Volume 32, No. 2 The Provision of Campus Lodging by Educational Institutions 2000 Oregon State Bar Estate Planning and Administration Section Newsletter, Volume XVII, No. 4 The Use of Supporting Organizations as an Alternative to Private Foundations
Associations
Estate Planning Council of Portland Member Oregon State Bar Association Estate Planning Conference Committee Member Multnomah Bar Association Member Oregon State Bar, Estate Planning and Administration Section Member
Speaking
2014 Basic Estate Planning Estate Planning for Real Estate 2013 Advanced Estate Planning Trust Administration Issues to Consider in Drafting 2011 Administering the Basic Estate and Trust, Not so Basic Anymore Revocable to Irrevocable, Key Administration Issues 2007 Oregon Community Foundation Continuing Education Series Charitable Remainder Trusts: Problems and Exit Strategies 2006 Estate Planning for Small to Medium-Sized Estates Charitable Giving
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Updated: Jun 01, 2026