Representative Experience
Business, Corporate and Tax
- Business planning, including selection and formation of business entities
- Federal income tax planning and advice; federal estate and gift tax
- State and local tax
- Unclaimed Property (Escheat) laws
Public Finance
- Tax-exempt lease and installment financing for equipment, improvements and real property
- Qualified Zone Academy Bonds
Retail and Hospitality
- Contracts with providers in hospitality industry
- Unclaimed Property (Escheat) Laws
- Gift cards
Trusts & Estates; Fiduciary Representation
- Estate and business succession planning, including complex tax-driven estate planning, planned giving (including charitable remainder trusts and other charitable giving vehicles), traditional estate planning, guardianships and conservatorships
- Estate and trust administration
- General representation of trustees and other fiduciaries
- Court approval of recording and publishing contracts with minors
Prior Experience
Practiced with the Sacramento, California law firm of Trainor Robertson, 1995-1997
Publications and Presentations
Author and co-author of articles and continuing legal education materials on business, estate planning, and tax law
Speaks on tax, business and estate planning issues before civic, professional, and educational groups
Memberships and Activities
Oregon and California State Bars
American Bar Association
National Association of Bond Lawyers
Estate Planning Council of Portland
Portland Baroque Orchestra Board of Directors, 2003 to present
Northwest Planned Giving Roundtable
National Committee on Planned Giving
Board Member, Portland, Oregon Chapter of J. Reuben Clark Law Society; Chair, 2001-2004
Editorial board member, Estate Planning and Administration Section of the Oregon State Bar, 1999-2003
World Affairs Council, 2003-present
Cascade Pacific Council, Boy Scouts of America: Member, Eagle Scout Association; Member, Legal Committee, 2003-present
Guide Dogs for the Blind, Inc. Planned Giving Advisory Committee, 2004-present
Pacific University Planned Giving Advisory Committee, 1999-2000
United Way of the Columbia-Willamette Planned Giving Advisory Committee, 2007-present
Association for Governmental Leasing and Finance, Legal Committee, 2007-present
Education
LL.M. in Business and Taxation, University of the Pacific, McGeorge School of Law
J.D., University of the Pacific, McGeorge School of Law
B.A. in Humanities, Brigham Young University
Languages
German
