Portland, OR
Estate planning Lawyer at Portland, OR
Practice Areas: Estate Planning, Probate ... +3 more
A summary of the SECURE Act and its affect on retirement planning. 2020 Federal Legislation Brings Major Changes to IRA Planning A person's retirement accounts are often a significant part of their fi...
See Full GuideA summary of advanced estate planning options in Oregon to protect assets and save taxes. Advanced Estate Planning in Oregon business, and supporting minor children. Some individuals may want legal g...
See Full GuideA summary of the benefits of planning your estate with a Revocable Living Trust. Advantages of a Revocable Living Trust Avoidance of Probate In particular, a revocable living trust can avoid multiple ...
See Full GuideA summary of planning your estate with a Revocable Living Trust. Revocable Living Trusts A newly-created trust does not yet own any assets or property, so it must be “funded” by the individuals who cr...
See Full GuideA summary of the steps involved with settling a trust in Oregon. Oregon Trust Settlement If you are named as trustee of a trust, it is important to learn about what will be expected of you, both by th...
See Full GuideA summary of the probate process in Oregon. Probate When a person dies they often leave behind property and debts. Every state has a court-supervised process to transfer title of property from a decea...
See Full GuideA summary of the eligibility standards of the VA Pension and a description of what Aid & Attendance means. The summary also includes how an elder law attorney can help veterans and their surviving spo...
See Full GuideExplanation of the Qualified Income Trust in Oregon, commonly referred to as the Income Cap Trust, and when the trust is necessary for Medicaid eligibility. Qualified Income Trust In Oregon, if a Medi...
See Full GuideAn explanation of supplemental needs trusts and the difference between first party and third party trusts. Supplemental Needs Trusts Supplemental needs trusts (SNT) are designed to provide funds for a...
See Full GuideAn explanation of how transferring assets can effect the five year look back and Oregon's estate recovery system. Estate Recovery Federal law requires state Medicaid programs to recover certain Medica...
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