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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, and serves as an expert witness or consultant in fiduciary litigation matters. 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, 1996-2012; 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, Executive Development, and Advancement Committees – Portland Art Museum
  • American Bar Association
  • Multnomah County Bar Association
  • Estate Planning Council of Portland
  • Board Director, 1990-present; Executive Committee, 2008-present; Chair, Property Committee; Co-chair, Nomination Committee; Past Chair, Planned Giving Advisory Committee; Past Member, Compensation Committee – Oregon Health & Science University Foundation
  • 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, 2018
  • 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, 2006-2018
  • 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