Related Practices

Admitted to Practice

Oregon, 1974
U.S. Tax Court
U.S. Court of Appeals 9th Circuit

Patrick J. Green

Partner

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Portland

T503.778.5329

F503.778.5299

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.

Professional & Community Activities

Fellow, Business Planning Committee and State Laws Committee, American College of Trust and Estate Counsel (ACTEC), 1996-present
Fellow, American College of Tax Counsel (ACTC), 1995-present
Board Director, 1996-present; General Counsel, President, Secretary, Founding Board Member, Executive Committee Member – Board of Trustees, Northwest Christian Community Foundation
Board of Trustees, Director, 2007-present; Member, Planned Giving Development and Endowment Committees – Portland Art Museum
American Bar Association
Multnomah County Bar Association
Estate Planning Council of Portland
Board Director, 1990-present; Chair, Property Committee Co-chair, Nomination Committee; Past Chair, Planned Giving Advisory Committee; Past Member, Compensation Committee; Past Member, Executive Committee – Oregon Health & Science University Foundation, 2008
Past Board Member, Planned Giving Advisory Councils of the University of Oregon and Washington State University
Past Chair, Committee on Trust Legislation, Economics of Law Section, Annual Meeting Program – Oregon State Bar Association

Professional Recognition

Named as one of the "Best Lawyers in America" in Trusts and Estates Law by Woodward/White, 1999-present
Named one of “Portland’s Best Lawyers” in Tax Law by Portland Monthly, 2006
Selected to "Oregon Super Lawyers," Thomson Reuters, 2006-2011
Selected to "Oregon Super Lawyers" as one of the Top 50 Lawyers in Oregon, Thomson Reuters, 2006

Education

LL.M., Taxation, University of Miami School of Law, 1974
J.D., University of Oregon School of Law, 1973
B.S., Political Science, University of Oregon, 1970


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