Estate Planning, Probate,
Trusts, and Trust Administration
Estate planning is the process by which individuals arrange their personal and financial affairs for management and disposition during their lives and upon death. We assist clients in understanding and implementing both common and more sophisticated mechanisms for wealth management and transmission, including wills and trusts, with tax planning for life and in anticipation of death. Barry Rubenstein, the leader of the firm's estate planning group, has a national reputation as a speaker, teacher, and practitioner in estate planning.
Probate is the legal process by which a deceased person's assets are assembled and distributed upon death. Our team of attorneys and experienced legal assistants have handled hundreds of probate proceedings in Oregon and elsewhere, and are well qualified to provide cost-effective assistance throughout the probate process.
Our firm also has extensive experience in advising clients in all aspects of trust administration