I've been passionate about helping seniors and their families create estate plans that work for their unique situations since 1992. I sold my firm in 2016 and in October 2020 opened a small virtual office and am enjoying being able to spend more one-on-one time with clients albeit via Zoom. I've combined my practice with my newfound love of painting (see me on Instagram @margaretmadison.phelan.com. As a solo, all calls are generally returned on Thursdays and appointments scheduled for Tuesdays.. Cancel
Practice areas
Helping clients create effective and thoughtful plans to achieve their wishes and their families' unique needs. Special focus on second marriages, planning for singles, addressing the possibility of long term care, snowbirds and special needs.
2 years
Helping clients determine how to pay for a long term care need now, or planning for a possible future long term care need. In limited cases, helping former clients solve life challenges involving 'senior issues'.
2 years
Assisting in administering decedent's estates and small estates.
2 years
Directing former clients in administering trusts.
2 years
Preparing power powers of attorney that are unique to the needs of seniors facing long term care issues, addressing the unique needs of singles or the challenges of non-cohesive families.
2 years
Helping clients prepare wills, living wills and powers of attorney to achieve their wishes, avoid guardianship and ensure their health care desires are met.
2 years
Languages spoken
English
State | Status | Acquired | Updated |
---|---|---|---|
WA | Active | 1993 | 05/07/2022 |
OR | Retired | 1986 | 05/16/2022 |
Legal answers | 0 |
Legal guides | 0 |
Award name | Grantor | Date Granted |
---|---|---|
Pro Bono Publico Service Commendation | Washington State Bar Assocation | 2012 |
Pro Bono Publico Service Commendation | Washington State Bar Association | 2009 |
Most Valuable Member | National Academy of Elder Law Attorneys,Washington Chapter | 2002 |
Title | Company name | Duration |
---|---|---|
Attorney at Law | Margaret Madison Phelan | 2020 - Present |
Founding Partner | Phelan Webber Pettis PS | 1996 - 2020 |
Associate Attorney | Blair Schaefer Hutchison & Wolfe, LLP | 1994 - 1996 |
Associate Attorney | Horenstein & Duggan | 1992 - 1994 |
Associate Attorney | Bittner & Barker | 1988 - 1992 |
Judicial Clerk | Us District Court (Portland) | 1986 - 1988 |
Association name | Position name | Duration |
---|---|---|
National Academy of Elder Law Attorneys | Member | 1992 - Present |
Clark County Bar Association | Member | N/A |
Multnomah Bar Association | Member | N/A |
Washington State Bar Association | Member | N/A |
Washington Women Lawyers | Member | N/A |
Oregon State Bar | Member | N/A |
National Academy of Elder Law Attorneys, Washington Chapter | President | 2005 - 2006 |
National Academy of Elder Law Attorneys, Washington Chapter | Board of Directors | 2003 - 2007 |
Clark County Bar Association | Board of Directors | 2000 - 2002 |
Oregon State Bar, Elder Law Section | Board of Directors (founding member) | 1999 - 2001 |
Washington State Bar Association, Elder Law Section | Board of Directors | 1998 - 2000 |
Washington Women Lawyers, St Helens Chapter | President | 1998 - 2000 |
Publication name | Title | Date |
---|---|---|
Advantage | What You Really Need to Know for the Second Half of Life | 2015 |
Senior Messenger | How to Talk to Someone with Dementia | 2015 |
Senior Messenger | Getting Good Nursing Home Care | 2015 |
Senior Messenger | Power of Attorney versus Guardianship | 2015 |
Senior Messenger | What is the VA Aid & Attendance Pension | 2015 |
Senior Messenger | 3 Mistakes to Avoid During the Second Half of Life | 2014 |
Senior Messenger | Forecasting the Costs for Alzheimer's Care | 2014 |
Senior Messenger | Is It Time for Mom & Dad to Move | 2014 |
Senior Messenger | When Should You Redo Your Will | 2014 |
Senior Messenger | 7 Resolutions You Need to Make This Year | 2013 |
Senior Messenger | Long Term Care Insurance | 2013 |
Senior Messenger | Never Make a Promise You Can't Keep | 2013 |
Senior Messenger | What is a Trust? | 2013 |
Senior Messenger | Helping our Parents | 2012 |
Senior Messenger | New Years Resolutions & Estate Planning | 2012 |
Senior Messenger | Options to Avoid Nursing Home Sticker Shock | 2011 |
Senior Messenger | Reverse Mortgages | 2011 |
Senior Messenger | VA Benefits | 2011 |
Senior Messenger | Second Marriages & Blended Families | 2011 |
Senior Messenger | Does probate mean I have to pay taxes? | 2011 |
Senior Messenger | New Years Resolutions | 2010 |
Senior Messenger | Estate Tax Rules | 2010 |
Senior Messenger | Is Probate Good or Bad? | 2010 |
Senior Messenger | Avoiding Exploitation | 2010 |
Senior Messenger | Long Term Care Insurance | 2010 |
School name | Degree | Graduated |
---|---|---|
Lewis & Clark Law School | JD - Juris Doctor | 1986 |
University of Hawaii, Manoa | M.B.A. | 1983 |
University of Iowa | B.B.A. | 1981 |
Conference name | Title | Date |
---|---|---|
Planning Seminar held by Phelan Webber & Associates | 6 Planning Steps for the Second Half of Life that You Need to Take in 2016 to Protect Yourself, Your Family and Your House | 2016 |
Protecting Seminar held by Phelan Webber & Assocates | 7 Ways Our Trusts Can Save You Money and Protect Your Spouse, Your House and Your Family from the Government | 2016 |
Seminar held by Phelan Webber & Associates | Protect Your Home, Your Life Savings, and Your Family From Catastrophic Illness and Nursing Home Expenses | 2015 |
Seminar held by Phelan Webber & Associates | 5 Costly Myths of Estate Planning: What You Really Need To Know | 2015 |
CLE | Paying for Long Term Care | 2010 |
Fall CLE | Selected Estate Planning Topics | 2009 |
Annual Estate Planning Conference - Fall | Developing & Managing an Estate Planning Practice | 2008 |
Annual CLE | Secrets of Powers of Attorney | 2006 |
Continuing Legal Education Program | Durable Powers of Attorney | 2003 |
LTC Insurance Annual Training | Washington Medicaid | 2002 |
Posted by Terri
January 27, 2016
Posted by Elizabeth
December 6, 2015
Posted by Diane
October 25, 2015
Posted by Jeff
October 23, 2015
Posted by anonymous
October 18, 2015
Posted by Brian
October 16, 2015
Posted by Marcia
October 6, 2015
Posted by Gene
October 6, 2015
Posted by Ann
October 4, 2015
Posted by Jerry
October 2, 2015
Leroy Peterson, Elder law Attorney on Oct 12, 2016
Relationship: Fellow lawyer in community
I know Margaret from a national organization of elder law attorneys and have found her to be extremely caring, professional, knowledgable and trustworthy. I highly recommend Julie as an Elder Law attorney.
Jackie Bedard, Elder law Attorney on Jun 1, 2016
Relationship: Fellow lawyer in community
Margaret is not only a skilled professional but one that cares deeply about the services that she provides to her clients. She is incredibly knowledgeable. I recommend Margaret without hesitation.
Leroy Peterson, Elder law Attorney on Oct 12, 2016
Relationship: Fellow lawyer in community
I know Margaret from a national organization of elder law attorneys and have found her to be extremely caring, professional, knowledgable and trustworthy. I highly recommend Julie as an Elder Law attorney.
Jackie Bedard, Elder law Attorney on Jun 1, 2016
Relationship: Fellow lawyer in community
Margaret is not only a skilled professional but one that cares deeply about the services that she provides to her clients. She is incredibly knowledgeable. I recommend Margaret without hesitation.
Elizabeth Christy, Estate planning Attorney on Sep 11, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer.
Lynn St. Louis, Elder law Attorney on Jun 15, 2012
Relationship: Fellow lawyer in community
Margaret Madison Phelan has been an Elder Law colleague of mine for many years. She is dedicated to providing her clients excellence in legal services. I highly recommend Margaret to any potential client needing representation in Elder Law matters.
Barbara Byram, Elder law Attorney on Jun 15, 2012
Relationship: Fellow lawyer in community
I endorse this lawyer. Margaret has been a guiding light in the field of Elder Law, and particularly, in the area of efficient office practices. She is knowledgable and compassionate!
Karen Webber, Elder law Attorney on Jun 14, 2012
Relationship: Worked for lawyer
I began working for Margaret while I was in law school. She has been a wonderful mentor and teacher. Her skills with clients and complicated legal matters continue to impress me.
Rajiv Nagaich, Estate planning Attorney on Jun 14, 2012
Relationship: Fellow lawyer in community
Margaret has been an excellent mentor to me over the years. She is bright, diligent and compassionate. Her skills in all areas are above par. And I refer clients who are in the Clark County area without reservations. Rajiv.
Daniel Kellogg, Elder law Attorney on Oct 2, 2009
Relationship: Fellow lawyer in community
I have known Margaret for many years and have worked with her in our professional association. She is a very well-respected Elder Law attorney in the Vancouver, WA area. I have referred clients to her.