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Sara K Yen
About Sara
Biography
I live in the Portland area with my husband Albert, daughter Natalie, and German Shepherd, Arcus. I recently returned to studying the piano after a 20 year break. I am also a tiny bit golf obsessed, and can frequently be found hitting balls on the driving range at the golf club. In the winter, I spend several evenings per month cheering on the Portland Winterhawks hockey club. As Natalie says, "Let's Play Hockey!"
Practice Areas
2
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Washington for 16 years
State: Washington
Acquired: 2009
No misconduct found
Licensed in Oregon for 23 years
State: Oregon
Acquired: 2002
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
5 Client Reviews
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Practice Areas
Showing 1 - 1 of 1 review | Practice Area Knowledge
Posted by Frank & Laurie | November 04, 2010 | Estate Planning
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.
Sara K Yen's Lawyer Endorsements
"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."
"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."
"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."
"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."
"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."
"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."
"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."
"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."
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Experience
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 89.9Board Member
2016 - Present
Housecall ProvidersBoard Member
2013 - Present
Women in Insurance and Financial ServicesSponsorship Committee Co-Chair
2013 - Present
National Academy of Elder Law AttorneysMember
2013 - Present
Academy of Special Needs PlannersMember
2012 - Present
ElderCounselMember
2009 - Present
Washington State BarMember
2009 - Present
Women in Insurance and Financial ServicesVice President, Executive Board
2006 - Present
Oregon State Bar, Elder Law SectionMember
2004 - Present
WealthCounselMember
2004 - Present
Oregon State Bar, Estate Planning and Administration SectionMember
2004 - Present
Oregon State Bar, Taxation SectionMember
2002 - Present
Oregon State BarMember
2002 - Present
Oregon Women Lawyers AssociationMember
Sample of Legal Cases
Saved Family Heirlooms
Family harmony restored, heirlooms saved
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
Legal Answers
Legal Answers
Q&A
What are the advantages and disadvantages, if any, of using a transfer of death beneficiary designation?
25 Mar 2012
Q&A
Can a beneficiary on a life insurance policy distribute those funds to other children without it being taxed?
16 May 2010
Q&A
How do I transfer a deceased relative's vehicle into my name?
14 Apr 2010