Josh earned his J.D. from Willamette University College of Law in Salem, and was... more
Josh earned his J.D. from Willamette University College of Law in Salem, and was admitted to practice the same year in Oregon. Previously, Josh was an editor for the Willamette Journal of International Law & Dispute Resolution, and clerked for the Clackamas County District Attorney’s Office. Before law school, Josh gained experience in the real-estate industry, including mortgages, title insur... view profile
Attorney, Hilary A. Newcomb has worked in the estate and trust field her entire... more
Attorney, Hilary A. Newcomb has worked in the estate and trust field her entire career, which began as a law clerk for the Santa Clara County, California Probate Judge in the year 2000. Hilary earned her J.D. at Santa Clara University's School of Law and her B.A. from Santa Clara University. Hilary is actively licensed to practice law in Oregon and inactively licensed in California. Hilary ... 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.
I love Estate Planning because I have the opportunity to work with people to plan... more
I love Estate Planning because I have the opportunity to work with people to plan for themselves, their family and their legacy. Most estate plans include a revocable living trust, a will, a power of attorney, an advance health care directive and HIPAA waiver. My number one priority is to ensure that the plan follows my clients' goals and values. I also work in after death trust and estate ad... 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.