There is no cookie-cutter approach to tax planning, because no two people or organizations are alike. That’s why our tax lawyers collaborate with clients and their individual advisors in accounting and financial planning on customized solutions to meet each client’s unique needs.

Our attorneys work with high-net-worth individuals, families, and closely held businesses to map out strategies that safeguard assets and maximize tax savings. We keep up with constantly changing tax laws affecting different income sources and industries, so that you don’t have to. Our services include the following:

Corporate Tax, Formation and Business Succession
  • Business formation, management, and succession planning. Family limited partnerships, limited liability companies, buy-sell agreements, and corporate reorganizations.
  • Structuring the purchase, sale, reorganization, transfer or merger of a business or business interests.
  • Tax planning and advice in business transactions.
Estate Planning and Administration
  • Planning for estate and gift taxes and the transfer of wealth.
  • Planning for charitable giving.
  • Federal, Oregon and Washington Estate/Inheritance Tax Return preparation.
  • Oregon and Washington estate planning.
  • Post-mortem tax planning.
Real Estate
  • Tax-free and tenant-in-common exchanges.
  • Taxes and exemptions.