Looking For Initial Consultation
If you are looking for an experienced Portland-Salem Oregon area Estate Planning Attorney, I can help. I have been serving the Portland-Salem Oregon area since 1985. Contact me for a free consultation.
Experience makes the difference
Whether it is estate planning, probate, estate tax planning, probate administration, trust administration, asset protection planning, or business succession planning you are planning to protect and transfer on your death everything that you have worked hard all your live to accumulate and you do not want to lose it to taxes, creditors, predators, or through Will challenges in Probate Court.
With over 30 years of legal experience, a practice exclusively focused on estate planning, asset protection, business succession planning and probate, you will be working with a highly skilled attorney knowledgeable in all aspects of will, trust, estate, probate, business succession and asset protection law.
What questions should you ask in choosing your estate planning attorney?
If you are just starting to think about your Oregon or Washington estate planning you are probably asking, how do I choose an estate planning attorney? Here is a list of questions to ask before committing to any estate planning attorney for your Will or Trust plan. Our answers to these questions are included. You will be pleased with our answers and you can be confident in your estate plan.
1. Do you concentrate in the practice of trusts and estates, including estate planning, estate administration, and estate litigation?
2. Do you possess a broad range of experience and knowledge relating to trusts and estates?
YES. SERVING OREGON AND WASHINGTON SINCE 1985.
3. How many years have you practiced?
4. What percentage of your practice is devoted to estate planning?
5. Can you handle complex taxable estates?
6. Do you charge for an initial consultation?
7. Can I expect to receive draft estate planning documents for my review within a reasonable time of authorizing you to proceed with my project?
YES. USUALLY WITHIN 10 DAYS TO 2 WEEKS.
8. If I decide to implement a revocable living trust, will you assist me in re-titling my assets into the trust and in preparing any new deeds I may need?
YOU CAN DO IT OR HIRE US TO DO IT FOR YOU.
9. Have you written any books or special reports on estate planning?
YES. “ESTATE PLANNING FOR THE NOT YET WEALTHY.” A NEW BOOK “ESTATE PLANNING FOR THE BUSINESS OWNER” IS CURRENTLY IN DRAFT.
10. After determining the scope of my estate planning project, will you quote me a fixed fee for your legal services?
YOU WILL BE PROVIDED AN EXACT FEE AND ONLY AFTER YOUR AGREEMENT TO THE FEE WILL YOU PLAN BE
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