Skip to content
DWT logo
People Expertise Insights
About Locations Careers
Search
People
Expertise
Insights
About
Locations
Careers
Search
Presentations

"The Role of a Fiduciary in Family Business Succession Planning," Family Business Study Group, Davis Wright Tremaine, Portland, Ore.

06.02.15
Share
Print this page

Acting as fiduciary (Personal Representative or Trustee) where a family business comprises a significant part of the estate or trust can be a significant undertaking, with many planning opportunities and potential perils. The role of a family business attorney can be vital for ensuring a smooth transition and avoiding the potential conflict that can arise with succession planning.

John Draneas and Pat Green discussed family fiduciaries through the lens of a case study discussion centered around a family real estate business, and some potential pitfalls (such as establishing a successor and trustee, potential lawsuits and claims, etc.) and how to proactively protect one’s estate and business plan.

John Draneas, a Lake Oswego-based attorney and CPA with Draneas & Huglin P.C. , focuses his practice on business and tax planning specializing in closely-held business and their owners. His expertise includes all areas of federal and state income taxation, estate planning, tax controversies, real estate and general business matters. John is a recipient of the Oregon State Bar Taxation Section’s Award of Merit, a fellow in the American College of Trust and Estate Counsel, and has received recognition as an Oregon Super Lawyer (every year since 2007) and as one of the Best lawyers in America.

Pat Green, a Portland-based Partner with Davis Wright Tremaine LLP, focuses his practice on business succession and estate planning, and administration for high-net worth families and business owners. Pat frequently lectures on strategic wealth transfer studies throughout the country and has been named annually as one of the Best Lawyers in America in Trusts and Estates Law and Fiduciary Litigation by Best Lawyers for over 15 years.

Related Articles

DWT logo
©1996-2020 Davis Wright Tremaine LLP. ALL RIGHTS RESERVED. Attorney Advertising. Prior results do not guarantee a similar outcome.
NAVIGATE
Home People Expertise Insights
About Locations Careers Events Blogs
STAY CONNECTED

Subscribe to stay informed.

Subscribe
Employee Login
DWT Connect
EEO
Affiliations
Legal notices
Privacy policy
©1996-2020 Davis Wright Tremaine LLP. ALL RIGHTS RESERVED. Attorney Advertising. Prior results do not guarantee a similar outcome.
Close
Close

CAUTION - Before you proceed, please note: By clicking “accept” you agree that our review of the information contained in your e-mail and any attachments will not create an attorney-client relationship, and will not prevent any lawyer in our firm from representing a party in any matter where that information is relevant, even if you submitted the information in good faith to retain us.