I am an estate planning and probate, tax, and business lawyer who helps clients achieve their business and estate objectives with minimal tax costs and minimal complication. I help clients with basic and advanced estate planning and probate, mergers and acquisitions, business entity formations, and analysis of the tax consequences of particular transactions--such as 1031 exchanges, condemnations, and employee incentives.
I also assist in obtaining tax exempt status for nonprofit organizations and in their formation and ongoing operations.
I am a former aviary owner and realtor as well as an Eagle Scout. I am the proud parent of five children who keep me very busy.
Languages Spoken: Danish
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|OR||Contact the Oregon State Bar for details||1997||05/16/2015|
|Award Name||Grantor||Date Granted|
|Oregon Super Lawyer||Law & Politics Magazine||2006|
|Associate||Wetzel DeFrang & Sandor||2007 - 2010|
|Shareholder||Bullivant Houser Bailey PC||2000 - Present|
|MOS 97B (Counter Intelligence and Danish Linguist)||Utah Army National Guard||1989 - 1996|
|Association Name||Position Name||Duration|
|Portland Tax Forum||Board of Directors||2010 - Present|
|Metropolitan Business Association||Board of Directors||2008 - Present|
|Estate Planning Council of Portland||Member||2008 - Present|
|Oregon Certified Public Accountant||Professional Insight: Reducing LLC Member Self-Employment Taxes||2006|
|Oregon Certified Public Accountant||Professional Insight: Oregon Inheritance Tax Planning (co-author David Malcolm)||2004|
|Oregon Certified Public Accountant||Professional Insight: LLC Alternatives to Granting Options||2002|
|Oregon Public Accountant||Professional Insight: Dealing with the Effects of Hackl (co-author Anne Villella)||2002|
|Oregon Certified Public Accountant||Professional Insight: Use of Defective Grantor Trusts in Succession Planning (co-author Steve Hill)||2002|
|Oregon Certified Public Accountant||Professional Insight: Education Incentives||2001|
|University of Florida, Fredric G. Levin College of Law||Taxation||LL.M - Master of Laws||1997|
|Brigham Young University - J. Reuben Clark Law School||Law||JD - Juris Doctor||1996|
|Brigham Young University||Business Management||BS - Bachelor of Science||1991|
|Continuing Education Series||Discharge of Indebtedness Income||2011|
|Continuing Education Series||Recent Tax Developments||2009|
|Planning for the Global Citizen||Tax and Estate Planning for the Global Citizen||2007|
|Growing in Numbers||Tax Issues||2007|
|State and Local Taxation in Oregon||State and Local Taxation in Oregon||2003|
|Family Limited Partnerships and Limited Liability Companies in Oregon||Taxation, Ethics, and Drafting||2002|
|Employee Benefits Conference||Executive Compensation and Equity Based Compensation||2002|
|Fiduciary Income Taxation for Oregon Paralegals||Income in respect of a decedent and tax rules||2001|
|Deal Maker or Deal Breaker: Advising Companies in Mergers and Acquisitions||Tax Consequences||2001|