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Heather is a partner at Dunn Carney who focuses on estate planning and general business law. She is a member of the firm’s Trusts and Estates practice group and the firm’s Business Team.
Heather’s estate planning practice includes developing comprehensive plans for estates of all sizes, from smaller estates of couples planning for young children to multi-million dollar estates using complex tax-planning strategies. Heather also assists clients in establishing and administering guardianships and conservatorships, and through probate and post-mortem trust administration. Her business practice focuses on financing transactions, most often representing borrowers in negotiating complex real estate loan transactions, including New Markets Tax Credit loans and HUD loans.
In 2011-2014, Heather was named to the Five Star Professional List in Estate Planning in the Portland Area. She is also very active in the community working with the United Way of the Columbia-Willamette, Guide Dogs for the Blind and the Allied Professional Council for Legacy Health System. She is licensed to practice in Oregon and Washington. She can communicate reasonably well in Spanish and French.
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Chat withState: Washington
Acquired: 2000
No misconduct found
State: Oregon
Acquired: 2000
No misconduct found
851 Sw 6th Ave Ste 1500, Portland, OR, 97204-1352
851 SW 6th Ave Ste 1500, Portland, OR, 97204
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2014
Five Star Wealth Manager, Five Star Professional
2013
Five Star Wealth Manager, Five Star Professionals
2012
Five Star Wealth Manager, Five Star Professional
2011
Five Star Wealth Manager, Five Star Professional
2014 - Present
United Way of the Columbia-WillametteBoard Member
2014 - Present
United Way of the Columbia-WillamettePlanned Giving Advisory Council, Chair
2013 - Present
Allied Professional Council for Legacy Health SystemCouncil Member
2012 - Present
Guide Dogs for the BlindPlanned Giving Committee
2003 - Present
Oregon State BarEstate Planning and Administration Section Member
2000 - Present
American Bar AssociationMember
2000 - Present
Oregon State BarMember
2000 - Present
Washington State BarMember
2000 - Present
Multnomah Bar AssociationMember
Member
2007 - 2012
United Way of the Columbia-WillamettePlanned Giving Committee
2002 - 2004
Oregon City Parks and RecreationMember, Advisory Committee
1999
JD - Juris Doctor
1995
2013
Updates to the Federal Estate, Gift and Generation-Skipping Transfer Tax Laws and Oregon Planning Opportunities for the Taxable Estate
2013
Estate Planning and Administration
2013
Federal and State Estate Tax Update and Unique Challenges of the Agri-Business Family,
2012
Updates on the Oregon Estate Tax Law and Planning for the Taxable Estate
2012
Updates on the Oregon Estate Tax Law and Planning for the Taxable Estate
2012
All about Trusts-Revocable Living Trusts, Joint and Single Trusts
French
Spanish