Affordable Estate Planning and Administration. With experience planning and... more
Affordable Estate Planning and Administration. With experience planning and administering Oregon estates of all sizes, I am a firm believer that quality representation can be both comprehensive and affordable. Consideration for each clients unique financial, family, and health interests is the key to determining the best way to protect those interests. I work closely with each of my clients... view profile
I got into estate planning law because it’s one of the few legal practices where... more
I got into estate planning law because it’s one of the few legal practices where everyone leaves my office happy. I genuinely enjoy getting to know my clients and being a small part of their family. I’m here to make sure that your planning – whatever it entails – is done quickly and successfully. Before starting my practice, I helped the estate planning clients of Ben Knaupp and Associate... view profile
Wes Fitzwater is a partner in the law firm of Fitzwater Meyer Hollis & Marmion, LLP,... more
Wes Fitzwater is a partner in the law firm of Fitzwater Meyer Hollis & Marmion, LLP, one of Oregon's oldest and largest Elder Law and Estate Planning firms, emphasizing estate and tax planning, protective proceedings, probate, elder law and long term care planning.
Matthew Tracey was born and raised in North Bend, Oregon. After graduating from... more
Matthew Tracey was born and raised in North Bend, Oregon. After graduating from North Bend High School, Matthew traveled to South Bend, Indiana, where he attended the University of Notre Dame. He graduated in 2006 with a Bachelor of Arts cum laude. Matthew then attended law school at University of Oregon. During law school, Matthew discovered a passion for courtroom litigation and sought... view profile
I am primarily a tax lawyer andin2006opened my own office in downtown Portland. I... more
I am primarily a tax lawyer andin2006opened my own office in downtown Portland. I graduated from Lewis Clark Law School, and went on to do another year at New York University where I got a specialty degree in taxation. For six years I was in private practice with a large Portland law firm, and in 1986 went to work in-house at PGE whereI stayed for 19 years. While at PGE I represented PGE and i... view profile
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.