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I love Estate Planning because I have the opportunity to work with people to plan for themselves, their family and their legacy. Most estate plans include a revocable living trust, a will, a power of attorney, an advance health care directive and HIPAA waiver.
My number one priority is to ensure that the plan follows my clients' goals and values.
I also work in after death trust and estate administration. I guide families through the process. I assist families and help them follow the terms of the will and the trust.
I enjoy working with clients to create comprehensive estate plans that involve many different facets of life. Some estate planning examples include: creating plans with charitable gifts, business succession, family farms, state and federal estate taxation issues, gifting, blended families, minor children, asset protection, unmarried couples, noncitizen spouses, life insurance trusts and special needs. In addition, I assist clients who have lost a loved one and need assistance with that person’s estate administration. Some administration examples include: complying with the Uniform Trust Code to administer a revocable living trust, creating irrevocable trusts, court probate, and filing state and federal estate tax returns if needed.
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Free Consultation
$0 first 30 minutes
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Chat withState: Oregon
Acquired: 2007
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388 State St., Suite. 810, Salem, OR, 97301
1211 SW Fifth Ave., Suite 1900, Portland, OR, 97204
Showing 1 - 5 of 7 client reviews from Avvo
Posted by Andrea & Chris | August 30, 2013
My husband and I had the pleasure of working with Maria Schmidlkofer this year when we decided it was time to do some estate planning. The whole process of planning & designing our trust went very smoothly. Maria was excellent at explaining all of our options in designing a trust, and made the whol...
Posted by Brandy | June 11, 2013
Maria was excellent! Friendly, helpful, knowledgeable, flexible, an excellent teacher and extremely professional. She explained our options, laid out the costs, helped us make the best decisions for our situation and designed an outstanding Estate Plan. We couldn't have been happier. Her staff was co...
Posted by Ken | May 19, 2013
Very knowledgeable and guided us well through estate planning process. Good listener.
Posted by Jeanne | March 28, 2013
Maria was generous with her time in getting to know us in order to personally design our trust. We felt very well taken care of and know that she is here for us and our family as needed.
Posted by Fred | March 23, 2013
Maria guided us through a fairly complex estate planning effort. We were impressed with her expertise and experience. She was thorough yet careful not to hurry us as we established goals in estate planning and explored alternate ways to meet those goals. We were very satisfied with the outcome ...
"Maria is an excellent estate planning attorney. She truly cares about her clients and ensures that they will be cared for by creating a personalized plan that reflects each client's situation. I highly recommend Maria to anyone looking for quality estate planning services."
"Maria is highly skilled and cares about her clients. She also is very innovative in her approach to planning."
"I have enjoyed every single professional interaction with Maria. She is genuine and kind-hearted, as well as knowledgeable in her practice areas!"
"Maria is an excellent estate planning attorney. She is dedicated to providing her clients with quality estate plans that meet their individualized needs and goals."
Estate planning lawyer
Estate planning lawyer
Estate planning lawyer
Employee benefits lawyer
2007
High Paper - Trusts and Estates, Willamette College of Law
2006
High Paper - Legal Research and Writing, Willamette College of Law
2006
High Paper - Professional Responsibility, Willamette College of Law
N/A
Willamette College of Law Dean's List, 2004 through 2007, Graduated Law School, magna cum laude
2014 - Present
Founding Attorney, Willamette Valley Estate Planning
2010 - 2014
Senior Associate Attorney, Law Office of Eden Rose Brown
2007 - 2010
Attorney, Saalfeld Griggs, PC
2006 - 2007
Law Extern, Oregon Court of Appeals - Willamette Court Study
2004 - 2005
Law Clerk, Oregon Department Of Justice
2014 - Present
Chemeketa Community College FoundationSecretary
2014 - Present
Oregon Community Foundation (OCF)Grant Reviewer
2013 - Present
OCF Willamette Valley Leadership CouncilMember
2007 - Present
WealthCounselMember
2007 - Present
Oregon State BarMember
2007 - Present
Willamette Valley Estate Planning CouncilMember
2007 - Present
Marion County Bar AssociationMember
2007 - Present
Salem Chamber of CommerceMember
2012 - 2013
Leadership SalemMember
2012 - 2014
Cub Scouts of America, Pack 50, Stayton/SublimityWebelos Co-Den Leader
2011 - 2014
St. Mary SchoolSchool Advisory Council
2011 - 2012
St. Mary SchoolParent Club Executive Board, President
2008 - 2011
YWCA of SalemBoard of Directors, President
2006 - 2007
Willamette University College of LawEnvironmental Law Society, President
2005 - 2007
Willamette Law ReviewAssociate Editor
2005 - 2006
Student Bar AssociationTreasurer
2005 - 2007
Willamette University College of LawLegal Research and Writing, Writing Assistant
2005 - 2007
Willamette University College of LawCourt Study Committee, Member
Planning in Place
Planning in Place
Planning in Place
Planning in Place
Planning in Place
Planning in Place
Gift Given - Gift Tax Return Prepared
Gift Given - Gift Tax Return Prepared
Documents Prepared
Will Prepared
LLC Created/Registered
Planning in Place
2007
JD - Juris Doctor
2001
BA - Bachelor of Arts
2015
Legacy, Love & ABCs of Estate Planning
2015
Essential Estate Planning: Wills & Trusts Explained
2014
Estate Planning for Children and Retirement Benefits
2014
Estate Planning Strategies for Children and Retirement Assets
2014
Estate Planning Seminar for Advisors
2014
Estate Planning
2012
Planning for Minor Children
2008
The Multifaceted world of Estate Planning
2014
2013
2012
2009
2008
2007
English
Legal Answers
Can the POA sell my grandmothers home when she is terminally ill?
29 Oct 2014
Changing Bank account title with Living Trust to an individual/personal name
01 Apr 2013
Trust and subtrust
31 Mar 2013