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Probate, Wills & Trusts, Guardianship & Conservatorship
Why Choose Our Firm?
Personal attention to your unique situation
Clear, prompt communication
​Cost-effective solutions
​Focus on practical, implementable strategies
Commitment to protecting your family's interests
Our Practice Areas
Serving clients locally in Woodburn and
from our Lake Oswego Office off the I-5, Kruse Way Exit
Estate Planning
Your legacy deserves thoughtful planning. I help Oregon families create comprehensive estate plans that protect their assets and honor their wishes.
My approach focuses on:
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Clear, straightforward guidance through complex decisions
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Customized solutions for your unique family situation
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Cost-effective planning to avoid unnecessary probate expenses
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Essential documents including wills, trusts, and powers of attorney
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Protection strategies for multi-generational wealth transfer
Guardianship & Conservatorships
When loved ones can no longer manage their affairs, you need compassionate legal guidance.
I help families:
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Navigate the guardianship/conservatorship petition process
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Understand legal responsibilities and requirements
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Handle sensitive family dynamics with care
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Manage court proceedings and documentation
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Protect vulnerable individuals' interests
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Provide ongoing support for guardians/conservators
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Ensure compliance with Oregon guardianship laws
Probate Administration
Navigating probate after losing a loved one shouldn't add to your burden.
I offer:
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Step-by-step guidance through the Oregon probate process
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Clear communication at every stage
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Efficient handling of court filings and legal requirements
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Protection of estate assets during administration
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Resolution of creditor claims and tax matters
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Support for personal representatives in fulfilling their duties
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Streamlined processes to minimize stress and delays
Trust and Will Disputes & Litigation
When disputes arise over trusts or wills, experience matters.
My approach includes:
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Strategic resolution of trust and estate conflicts
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Focus on cost-effective settlement solutions
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Strong courtroom advocacy when necessary
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Handling of trustee removal proceedings
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Resolution of beneficiary disputes
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Management of will contests
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Protection of inheritance rights
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Clear communication throughout proceedings
Trust Administration
I provide:
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Comprehensive guidance on trustee responsibilities
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Practical steps for trust implementation
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Clear communication with beneficiaries
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Assistance with asset distribution and management
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Support for tax compliance and reporting
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Protection of trustee interests while fulfilling fiduciary duties
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Ongoing counsel throughout the administration process
Business Organization & Transactions
Make informed decisions about your business structure and operations.
I offer guidance on:
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Entity selection and formation (LLC, Corporation, Partnership)
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S-Corporation election evaluation and filing
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Corporate governance and compliance
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Contract drafting and review
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Business succession planning
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Tax planning strategies
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Business transaction support
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Ongoing legal compliance assistance
Tax Litigation
Tax Litigation & Audit Defense
With an LL.M. in Tax Law from the University of Washington, I provide comprehensive tax controversy representation:
Tax Audit Support
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Representation in IRS and Oregon tax audits
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Field, mail, and office audit assistance
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Document preparation and organization
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Strategic audit response planning
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Protection of taxpayer rights
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Clear explanation of audit processes
Tax Litigation Services
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Representation before:
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U.S. Tax Court
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Federal District Court
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Oregon Tax Court
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Administrative appeals
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Strategic settlement negotiations
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Expert analysis of complex tax issues
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Protection of your financial interests
Contracts & For Sale By Owner Process
Protect your interests with comprehensive contract services:
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Contract drafting and review
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Lease agreement preparation
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Terms and conditions development
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Contract negotiation support
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Risk assessment and mitigation clear explanation of legal terms
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​Transaction document preparation
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Legal compliance review
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Closing process guidance
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Title and escrow coordination
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Protection of seller interests
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Clear communication throughout the sale
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