Sara K Yen

Sara K Yen

4.8
Rating: 8.6

Licensed for 23 years

Estate planning Lawyer at Lake Oswego, OR
Practice Areas: Estate Planning, Probate

5895 Jean Road, Suite 110, Lake Oswego, OR

About Sara

Biography

Practice Areas

2

Practice Areas

Estate Planning 75%

Traditional estate planning, including Wills & Trusts, and Special Needs Planning for clients who have beneficiaries with special needs.

75%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Washington for 16 years

State: Washington

Acquired: 2009

Active

No misconduct found

Licensed in Oregon for 23 years

State: Oregon

Acquired: 2002

Active

No misconduct found

Location

Law Offices of Sara K Yen

5895 Jean Road, Suite 110, Lake Oswego, OR, 97035

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Sara K Yen's Reviews

Avvo Review Score

4.8 /5.0

5 Client Reviews

Filter Avvo Reviews (5) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 4 of 4 reviews | General Knowledge

Posted by Brad | December 15, 2014 | Probate

Mom's estate

Was recommended to Sara from my financial consultant and couldn't be happier. Was great to work with and did exactly what she said she was going to do and timely. Estate was settled ahead of schedule without any problems because of her attention to detail and knowledge of what she was doing. Would hi...ghly recommend Sara to any of you out there looking for a great lawyer.

Posted by Frank & Laurie | November 04, 2010 | Wills & Living Wills

Thanks!

Sara provided excellent information and explained the options we had for making out our will. She then put together a very nice binder with all the information needed to execute our wills so that it would be a relatively painless process. We would recommend Sara for estate planning. Thanks, Sara.

Posted by Wendy | August 02, 2010

She got it done!

Sara K Yen is an outstanding professional. She was able to take a very complete issue and create managable steps to get my husband and I throught our legal issue. She walked us through each step and explained why it was necessary. Sara is very knowledgable. We recommend Sara with flying colors.

Posted by anonymous | July 15, 2010

A Positive Experience

Our experience with Sara Yen was very positive. We found her to be very knowledgable and yet the information she shared with us was in terms we could understand. She was well organized with the myriad of paperwork involved - and patient with all our questions. We wouldn't hesitate to use her servi...ces again.

See All Client Reviews

Sara K Yen's Lawyer Endorsements

Endorse Sara
Steven Patrick Riley headshot
Steven Riley

Elder law lawyer | Aug 21

Relationship: Fellow lawyer in community

"Sara is an excellent attorney for families needing estate planning and elder law services. I've known her for several years through professional associations. She is innovative, is hard-working, and is great at solving complex issues with simple solutions."

Suzann Leigh Beckett headshot
Suzann Beckett

Estate planning lawyer | Mar 29

Relationship: Fellow lawyer in community

"I have known Sara through our involvement in professional organizations. I would feel extremely comfortable referring family, friends, and clients to her firm. She will put you at ease, and she has an excellent, well trained, staff."

David Michael Frisse headshot
David Frisse

Estate planning lawyer | Feb 14

Relationship: Other

"I endorse this lawyer. Sara is a bright, energetic and compassionate person who happens to be a professional in a field where these human characteristics make a real difference to others. Working in the estate planning field is challenging - simply because it revolves around disability and death. Sara's unique personality means she really HELPS her clients, applying her brains and her heart to meet their needs. Talk with her. You'll see what I mean."

James D McVittie headshot
James McVittie

Estate planning lawyer | Oct 24

Relationship: Fellow lawyer in community

"Sara is an excellent attorney. As a fellow Wealth Counsel attorney I have gotten to know Sara over the last few years. Sara is always looking out for the best interest of her clients and does not just accept "because that's the way we've always done it" as the right answer. I highly endorse Sara."

Michael Owens headshot
Michael Owens

Estate planning lawyer | Jun 21

Relationship: Fellow lawyer in community

"Sara is an incredibly generous and skilled professional. Despite her extensive and impressive knowledge, she is great at explaining difficult legal concepts in an understandable and helpful way. Her clients are in very good hands."

Sara Lynn Allen headshot
Sara Allen

Estate planning lawyer | Mar 21

Relationship: Fellow lawyer in community

"Ms. Yen is a professional that takes each individual client's specific needs into serious consideration when putting together their estate plan. She digs deep to make sure all the client's bases are covered, and asks questions until she is sure she knows what is best for the individual client. I strongly endorse Ms. Yen."

Holly Anne Gibbons headshot
Holly Gibbons

Estate planning lawyer | Jul 13

Relationship: Fellow lawyer in community

"Sara listens well and asks great questions, which are just two of the reasons she is an excellent estate planning attorney. She provides customized plans tailored to each client’s unique needs. Sara is well respected in her chosen area of law, and I highly recommend her to anyone with estate planning needs."

Karen B. Dawson headshot
Karen Dawson

Estate planning lawyer | Mar 17

Relationship: Fellow lawyer in community

"Sara is a first class attorney. I have gotten to know her at the quarterly round table discussions held by Wealth Counsel attorneys. She is ethical, very intelligent and, thankfully, very generous about sharing her expertise."

View All Endorsements
Suzann Leigh Beckett headshot
Suzann Beckett

Estate planning lawyer

David Michael Frisse headshot
David Frisse

Estate planning lawyer

James D McVittie headshot
James McVittie

Unknown lawyer

Jennifer D Potter headshot
Jennifer Potter

Unknown lawyer

Sara Lynn Allen headshot
Sara Allen

Family lawyer

John Stuart Morris headshot
John Morris

Estate planning lawyer

Holly Anne Gibbons headshot
Holly Gibbons

Estate planning lawyer

Karen B. Dawson headshot
Karen Dawson

Estate planning lawyer

Experience

Rating:  8.6 (Excellent)

Honors

2013

National Finalist - Member of the Year, Women in Insurance and Financial Services

1987

Valedictorian, Coquille High School

Work Experience

2004 - Present

Owner, Law Office of Sara K. Yen, P.C.

Associations

2016 - Present

All Classical 89.9

Board Member

2016 - Present

Housecall Providers

Board Member

2013 - Present

Women in Insurance and Financial Services

Sponsorship Committee Co-Chair

2013 - Present

National Academy of Elder Law Attorneys

Member

2013 - Present

Academy of Special Needs Planners

Member

2012 - Present

ElderCounsel

Member

2009 - Present

Washington State Bar

Member

2009 - Present

Women in Insurance and Financial Services

Vice President, Executive Board

2006 - Present

Oregon State Bar, Elder Law Section

Member

2004 - Present

WealthCounsel

Member

2004 - Present

Oregon State Bar, Estate Planning and Administration Section

Member

2004 - Present

Oregon State Bar, Taxation Section

Member

2002 - Present

Oregon State Bar

Member

2002 - Present

Oregon Women Lawyers Association

Member

Sample of Legal Cases

Saved Family Heirlooms

Family harmony restored, heirlooms saved

See More Legal Cases

Education

2004

University of Washington School of Law

LL.M - Master of Laws

2002

Boston College Law School

JD - Juris Doctor

1997

Portland State University

B.A.

Speaking Engagements

2016

Financial Planning Association

Funding Your Trust

2016

Financial Planning Association

Digital Estate Planning

2015

Continuing Education Seminar

ABLE Accounts vs. Special Needs Trusts

2014

Special Needs Planning Workshop

Special Needs Trusts: Plan for Your Child's Future

2014

Professional Advisors Workshop

Estate Planning for Your Client's Digital Life

2014

Professional Advisor Workshop

Using Trusts with IRAs and Qualified Assets

2014

Professional Advisor Workshop

Estate Planning for Blended Families

2014

Oregon Association of Collaborative Professionals Monthly Training

Estate Planning Considerations in Family Law

2014

Business Mixer

Estate Planning Basics

2014

Aging with Dignity

Estate Planning and Long Term Care

2013

The Standard Women's Career Network

Planning for Life Events

2013

Professional Advisor Workshop

Special Needs Trust Planning

2013

Professional Advisor Workshop

Special Needs Trust-Based Planning for Persons with Disabilities

2013

Lunch and Learn

Growing Your Practice Through Adding Great Staff

2012

Financial Planning Association Mid-Winter Conference

Retirement Beneficiary Planning

2012

Coffee Conversations

Estate Planning Q&A for Professionals

2012

Catholic End of Life Conference

Advance Planning - Financial and Legal Issues

2011

Oregon State Bar Professional Liability Fund

Learning the Ropes

2011

OMSA Annual Conference

Prescription for Financial Health

2010

Oregon State Bar Professional Liability Fund Learning the Ropes

2010

Navigating the Trust Process from Start to Finish

Continuing Ed. for Attorneys, CPAs, Financial Advisors, etc.

2010

Estate Planning Mistakes

Truth & Consequences

2010

Estate Planning Mistakes

Truth & Consequences II

2009

Majestic Eagle Agency

Estate Planning Basics

2009

HealthSource NW

Estate Planning Basics

2009

2009 Financial Planning Association Tax Update

Estate Planning and Tax Legal Update

2008

Estate Planning Basics

Estate Planning and Incapacity

2007

Estate Planning Basics for Professionals

Estate Planning and Ethics

2006

Oregon Association of Tax Consultants

Business Succession Planning

2006

Business Succession Planning for CPAs

Business Succession Planning

Publications

1999

Boston College Law School Intellectual Property & Technology Forum The New Wave in Music Distribution: Releasing Albums over the Internet

Languages

English

Activity

Avvo Rating

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