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J Mack Shively

J Shively’s reviews

     5.0 stars 3 total

Review J Shively
  • Estate Planning and Documents

    5.0 stars

    Posted by Rick

    Mack prepared separate Disclaimer Wills for myself and my wife. Further, he prepared a Special Needs Trust for purposes of caring for our son upon our deaths. The SN Trust will be a beneficiary of retirement plan assets. Mack took the time to ensure that the SN Trust met the tests of an "accumulation / see-through" Trust and would adequately satisfy the IRS rules under IRC 401. I am very confident that our Wills and SN Trust will adequately serve our estate needs.

  • Outstanding attorney

    5.0 stars

    Posted by Agnes and Steve

    Mack Shively has recently prepared an international disclaimer will for my husband and me that is a perfect fit for our family. Mack is highly knowledgeable and professional and has made us feel comfortable from the beginning. We are very pleased and would recommend Mack to others.

  • Great PDX Area Estate Planning Resource

    5.0 stars

    Posted by Andrea & Brian

    Mack helped us quickly create a basic estate plan (wills with trusts, special needs trusts for dependent parents, health care directives, power of attorney, disposition of remains). We were hoping to get through the process in 2 weeks and with as few meetings as possible. He more than accomplished this goal and we are highly satisfied with his expertise and efficiency.