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I am a partner with the law firm of Fitzwater Law. My practice focuses on all aspects of estate planning and administration, including planning for high-net worth clients, complex trust administration, preparation of estate tax returns, and planning for people with special needs.
After 23 years of practicing estate planning and estate administration, I believe that promoting family harmony is the core of a good estate plan. My early background as a professor allowed me to develop the skills to explain the law, even technical aspects of the law like taxes and public benefits, in a way that is understandable and practical. I am a visual person so I tend to draw flowcharts and use a white board to illustrate the discussion points for my clients.
For my estate planning practice, I specialize in working with families who have complex issues such as special needs, blended family, or estate/gift tax concerns. I also enjoy estate administration and helping people organize and manage the distribution of assets when a friend or a family member has passed away.
In my time off I am entertained by the antics of my two lively young girls, my charming husband, and all of our loveable pets.
Specialties: Estate planning and administration, including planning for high-net worth clients, complex trust administration, preparation of estate tax returns, and planning for people with special needs
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Chat withState: Washington
Acquired: 2019
No misconduct found
State: Oregon
Acquired: 2002
No misconduct found
6400 SE Lake Rd Ste 440, Portland, OR, 97222-2195
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LLM Taxation
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J.D.