Bio

Professional and Civic Activities

  • Oregon State Bar (Member, Business Law; Estate Planning; Real Estate; and Taxation Sections)
  • Washington State Bar (Member, Estate Planning Section)

Admitted to Practice

  • Oregon, 1985
  • Oregon Board of Accountancy, 1990
  • U.S.Tax Court, 1989
  • Washington, 1991

Education

  • J.D., Willamette University College of Law, 1985
  • B.S., Lewis & Clark College, 1982

Presentations

  • “Estate Planning” presented with Oregon State Bar, Speaker at Super Saturday Continuing Education Seminar (Fall 2011, 2012, 2013 & 2014)
  • “Trust, Wills & Estate Planning” presented to National Rural Electric Cooperative Association (January 2013)
  • “2008 Income Tax Law Changes & Planning” co-presenter at Financial Survival Seminar (January 2009)
  • “Wills, Trusts and Estate Planning” Seminars with Key Bank/McDonald Financial Group (June 2005)
  • “The Basics of Estate Planning” with UBS Financial Services (February 12, 2005)
  • “Tax Issues” HLGR Small Business Entrepreneur Series (October 26, 2004)
  • Estate Planning topic as part of Financial Panel presented to Full House Moms support group (Portland, OR, May 2004)
  • “Trusts, Wills & Estate Planning” presented with Key Bank / McDonald Financial Group (Eugene, OR, 2003 & 2004)
  • “Formation of Business Entities” presented with Oregon State Bar, New Lawyers Division (Portland, OR, October 2003)
  • “Creating and Implementing a Masterful Estate Plan” presented with Umpqua Bank (Portland, OR, October 2003)
  • “Choice of Entity” NBI Continuing Education Seminar (Portland, OR, July 2001)
  • “Myths and Realities in Estate Planning” presented with Standard Financial Group (multiple presentations starting early 1999 – 2000).
  • “Related Party Issues in 1031 Exchanges” presented to Federation of Exchange Accommodators (Oregon meeting; January 1997)