Pat Green focuses his practice on wealth, business succession and estate planning and administration for high-net-worth families and business owners. He also implements complex charitable giving plans, including charitable lead and remainder trusts and donor-advised funds. Pat frequently lectures on strategic wealth transfer strategies to professionals throughout the country.
Representative Experience
Business and tax practice
Real estate and business owners - Ongoing
Structure tax-advantaged charitable gifts of appreciated business assets and interests for donors and major tax exempt organizations.
Business succession planning
Private family-owned building material warehouse & distribution businesses - Ongoing
- Succession planning for multigenerational family businesses.
- Design, draft and implement sales of business interests to Deemed Grantor Trusts (IDGTs) and GRATs.
Growth and exit strategic planning
Fourth-generation, private, family-owned food-grade warehouse and distribution business - Ongoing
Developing growth and exit strategy for family members.
Trust and estate administration
Decedents and families with high net worth - Ongoing
Trust and estate administrations for numerous high-net-worth families.
Trust and estate planning
Fifth-generation, private, family-owned cold storage warehouse and logistics company - Ongoing
Multigenerational estate planning for CEOs and shareholders.
Fiduciary Litigation
Fiduciary litigation support
- Assist trial counsel in challenge to Oregon "penalty interest" statute for elective deferrals of inheritance tax attributable to business interests
- Assist trial counsel in will and buy sell agreement interpretation controversy in Oregon court of appeals and mediation
- Probate counsel in numerous controversy and claim resolutions
- Expert witness providing analysis and testimony at trial regarding complex tax and estate planning controversies.