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Patrick J. Green

GreenPatrick
Partner
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 one of the "Best Lawyers in America" in Trusts and Estates Law and Fiduciary Litigation by Best Lawyers, 1999-present; named in Closely Held Companies and Family Business Law, Non-profit/Charities Law, 2016-present
  • Selected by Best Lawyers as Portland's "Lawyer of the Year" in Closely Held Companies and Family Business Law, 2017
  • Selected by Best Lawyers as Portland’s "Lawyer of the Year" Trusts & Estates Litigation, 2014, 2015 
  • AV Preeminent ranking in Trusts and Estates, Martindale-Hubbell Lawyer Ratings
  • Named one of "Portland’s Best Lawyers" in Tax Law by Portland Monthly, 2006
  • Selected to "Oregon Super Lawyers," Thomson Reuters, 2006-2017
  • Selected to "Oregon Super Lawyers" as one of the Top 50 Lawyers in Oregon, Thomson Reuters, 2006
Pat Green named lawyer of the year, read the release
 family business blog