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About me

I am an estate planning and probate, tax, and business lawyer who helps clients achieve their business and estate objectives with minimal tax costs and minimal complication. I help clients with basic and advanced estate planning and probate, mergers and acquisitions, business entity formations, and analysis of the tax consequences of particular transactions--such as 1031 exchanges, condemnations, and employee incentives.

I also assist in obtaining tax exempt status for nonprofit organizations and in their formation and ongoing operations.


I am a former aviary owner and realtor as well as an Eagle Scout.  I am the proud parent of five children who keep me very busy.


Languages spoken: Danish

Practice areas

  1. Tax: 30%
    19 years
  2. Business: 25%
    19 years
  3. Estate Planning: 25%
    19 years
  4. Probate: 20%
    19 years

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Contact info

888 SW 5th Ave Ste 300
Portland, OR, 97204


WAVoluntarily Resigned200607/16/2016
ORContact the Oregon State Bar for details199707/16/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
Oregon Super LawyerLaw & Politics Magazine2006
Work experience
TitleCompany nameDuration
ShareholderBullivant Houser Bailey PC2000 - Present
AssociateWetzel DeFrang & Sandor2007 - 2010
MOS 97B (Counter Intelligence and Danish Linguist)Utah Army National Guard1989 - 1996
Association namePosition nameDuration
Portland Tax ForumBoard of Directors2010 - Present
Metropolitan Business AssociationBoard of Directors2008 - Present
Estate Planning Council of PortlandMember2008 - Present
Legal cases
Case nameOutcome
Department of Revenue v. Michael J. Foote, 19 Or. Tax 405 (2008)Oregon Department of Revenue complaint was void and refiling was too late
See all legal cases 
Publication nameTitleDate
Oregon Certified Public AccountantProfessional Insight: Reducing LLC Member Self-Employment Taxes2006
Oregon Certified Public AccountantProfessional Insight: Oregon Inheritance Tax Planning (co-author David Malcolm)2004
Oregon Certified Public AccountantProfessional Insight: LLC Alternatives to Granting Options2002
Oregon Public AccountantProfessional Insight: Dealing with the Effects of Hackl (co-author Anne Villella)2002
Oregon Certified Public AccountantProfessional Insight: Use of Defective Grantor Trusts in Succession Planning (co-author Steve Hill)2002
Oregon Certified Public AccountantProfessional Insight: Education Incentives2001
School nameMajorDegreeGraduated
University of Florida, Fredric G. Levin College of LawTaxationLL.M - Master of Laws1997
Brigham Young University - J. Reuben Clark Law SchoolLawJD - Juris Doctor1996
Brigham Young UniversityBusiness ManagementBS - Bachelor of Science1991
Speaking engagements
Conference nameTitleDate
Continuing Education SeriesDischarge of Indebtedness Income2011
Continuing Education SeriesRecent Tax Developments2009
Planning for the Global CitizenTax and Estate Planning for the Global Citizen2007
Growing in NumbersTax Issues2007
State and Local Taxation in OregonState and Local Taxation in Oregon2003
Family Limited Partnerships and Limited Liability Companies in OregonTaxation, Ethics, and Drafting2002
Employee Benefits ConferenceExecutive Compensation and Equity Based Compensation2002
Fiduciary Income Taxation for Oregon ParalegalsIncome in respect of a decedent and tax rules2001
Deal Maker or Deal Breaker: Advising Companies in Mergers and AcquisitionsTax Consequences2001