Oregon Estate Planning Lawyers

Ginger Skinner
PREMIUM

Portland, OR Estate Planning Attorney with 13 years experience

Ginger Skinner enjoys providing expert advice and personable service to her clients to address their personal and corporate legal needs. With a Master of Laws (LL.M) in taxation, Ginger is uniquely capable... Read More »
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Anthony Victor Albertazzi
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Bend, OR Estate Planning Lawyer with 24 years experience
(541) 317-0231 296 SW Columbia St Ste B
Bend, OR 97702
Estate Planning, Bankruptcy, Business and Probate
UC Hastings COL
Over 20 years practicing law in Bend, Oregon (Jan 1996). Extensive knowledge in Bankruptcy Law including consistent success with complicated Chapter 11 Bankruptcy cases. Extensive knowledge in Estate Planning and Probate Law. Member, Oregon State Bar House of Delegates. J.R. Campbell Inns of Court. Oregon State Bar Leadership College (2006) Personal: Married since 1996 with two children. Interests include skiing, tennis, backpacking, and classical piano.
Jace D. Cook
Claimed Lawyer ProfileSocial Media
Lake Oswego, OR Estate Planning Lawyer with 2 years experience
(503) 567-8191 5 Centerpointe Dr.
Suite 400
Lake Oswego, OR 97035
Estate Planning, Criminal, DUI and White Collar Crime
Lewis & Clark Law School and Friedrich Schiller University - School of Law
Jace D. Cook, Esq., is the founder, manager, and a shareholder of COOK LAW - There when you need it.® After spending several years gaining experience in multiple disciplines of the law, Mr. Cook envisioned a practice that would treat clients like family by providing a combination of personable legal advice and the strongest representation possible in every case. Having externed and worked for other general practice law firms, criminal defense lawyers, and former prosecutors, Mr. Cook got the inside track on criminal defense representation and trial law. On this experience and "real world" knowledge he built COOK LAW.

Our core...
Christopher David Hamilton
Claimed Lawyer ProfileSocial Media
Salem, OR Estate Planning Lawyer with 6 years experience
(503) 371-9636 694 High St NE
Salem, OR 97301
Free ConsultationEstate Planning, Elder and Probate
Willamette University College of Law
I grew up in Tualatin and graduated from Tualatin High School. I went on to receive a BS in Public Policy and Administration from Western Oregon University with a focus on using legal and governmental tools to make life better for individuals. I continued building the skills to better advocate for people against big business and impersonal government agencies by attending Willamette University College of Law. Knowing that courts are an expensive and difficult to access path to justice, I dedicated my studies to learning how to best serve people’s interests in much more accessible alternative dispute resolution formats, such...
Michael P Vanderhoff
Claimed Lawyer ProfileQ&ASocial Media
Medford, OR Estate Planning Attorney with 6 years experience
(541) 292-0478 312 S. Ivy Street
Medford, OR 97501
Free ConsultationEstate Planning, Elder, Personal Injury and Probate
Willamette University College of Law
Born and raised in Medford, Mike is a native of Southern Oregon and loves all that the area has to offer. Following his graduation from South Medford High, Mike played basketball at Portland State and Western Oregon before finishing his undergraduate degree at Southern Oregon University. Competing at a high level in basketball has taught Mike the value of hard work, commitment, communication and teamwork. He strives everyday to apply these lessons to his professional life as an attorney and is committed to providing the best possible service to his clients.

Currently, Mike lives in Medford with his wife and two...
Joanne Reisman
Claimed Lawyer ProfileQ&ASocial Media
Portland, OR Estate Planning Lawyer with 35 years experience
(503) 222-7401 732 SW 3rd Ave
Suite 304
Portland, OR 97204
Free ConsultationEstate Planning, Elder, Personal Injury and Probate
Lewis & Clark Law School
Portland Legal Services specializes in Personalized Advocacy. This is a full service civil law firm. We cross specialize in several related areas of the law which means that we can offer you comprehensive solutions to difficult issues that require knowledge in several legal sub-specialties. We can help you with issues in the areas of: Family Law (Divorce, Custody, Support), Paternity, Bankruptcy (Chapter 7), Wills, Trusts, Estate Planning, Elder Law (Special Needs Trusts), Probate, Conservatorships, Guardianships, , Personal Injury, Auto Accidents, Small Business, Real Estate, and Civil Litigation. If you don't see your problem area listed...
Greg Freeze
Claimed Lawyer ProfileSocial Media
Florence, OR Estate Planning Attorney with 10 years experience
(541) 997-7787 244 Maple St
PO Box 23000
Florence, OR 97439
Estate Planning, Elder, Probate and Real Estate
Whittier Law School
Greg Freeze is an attorney in Florence, Oregon (www.RhodyLaw.com), who leverages his public company officer experience with being a lawyer on the Oregon Coast. With the great number of retirees in Florence, Oregon, his Florence Oregon law practice includes a focus on wills, trusts, and estate plannning. But, as a general practitioner in Lane County, Oregon, his motto is, "small town law -- all issues welcome."
Aaron S. Ferreira
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 18 years experience
(503) 228-2495 525 SW Jackson Street
Portland, OR 97201
Estate Planning, Business, Employment and Real Estate
Lewis & Clark Law School
Marisol Cordero-Goodman
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 13 years experience
(541) 554-8567 0224 SW Hamilton Street
Suite 201
Portland, OR 97239
Estate Planning, Business and Probate
Cleveland State University
My name is Marisol Cordero-Goodman, I am an attorney who guides my clients to discover what kind of legacy they aspire to leave behind, what kind of values they wish to impart to love ones, family members and/or business partners. I meld my legal expertise in estate planning, estate administration and corporate formation with real life issues. I strive to empower my clients to make informed and impactful decisions about their quality of life, distribution of assets to love ones, on whom to bestow financial and health decision making powers, and how to implement their legacy before and after...
Thomas A. Hackett
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Attorney with 8 years experience
(503) 400-7999 650 N.E. Holladay Street, Suite 1600
Portland, OR 97232
Estate Planning, Elder, Probate and Tax
University of Washington School of Law
I help families and business owners plan for now and the future. This is done through estate planning and business planning. My process is to educate clients about opportunities - and problems - they or their family may encounter down the road. Next, I help them identify their priorities and goals, and then develop a plan to accomplish those goals. This sometimes involves using complicated legal structures and techniques, but I keep the explanations straight forward and understandable. After all, a great plan isn’t that great if you don’t understand it. Quality planning that you understand is...
Peter R Tovey
Claimed Lawyer Profile
Hillsboro, OR Estate Planning Attorney with 10 years experience
(503) 648-0707 5289 NE Elam Young Parkway
Suite 110
Hillsboro, OR 97124
Estate Planning, Criminal and Immigration
Lewis & Clark Law School
I represent clients in immigration law, estate planning, and criminal defense matters.

My passion for immigration law comes from living abroad for several years. As the son of immigrants, I understand the importance of obtaining professional assistance when seeking immigration benefits such as Employment Authorization, Lawful Permanent Residency and U.S. Citizenship. I enjoy representing international clients from all walks of life and take pride in family unity.

Helping clients design estate plans is both an art and a science. I take pride in assisting individuals and couples wanting to “plan ahead”, preserve assets, and avoid the time and expense of probate. I...
Ginger Skinner
Claimed Lawyer ProfileLII GoldSocial Media
Portland, OR Estate Planning Attorney with 13 years experience
(503) 719-6603 9600 SW Barnes Road
Suite 125
Portland, OR 97225
Free ConsultationEstate Planning, Elder, Probate and Tax
University of Washington School of Law and University of Idaho
Ginger Skinner enjoys providing expert advice and personable service to her clients to address their personal and corporate legal needs. With a Master of Laws (LL.M) in taxation, Ginger is uniquely capable of providing families and businesses with tax-sensitive estate planning and administration. She often works with her clients’ advisors such as financial planners and accountants. Ginger operates with a down-to-earth, no jargon style that clients find quite refreshing.

She founded Skinner Law, PC with the goal of helping Oregon businesses and families create advantageous estate and succession strategies, ultimately achieving greater harmony in family and business relationships.

Prior to...
Demetrius Tsohantaridis
Claimed Lawyer Profile
Newberg, OR Estate Planning Attorney with 12 years experience
(971) 227-8947 201 N. Meridian Street
Ste. B.
Newberg, OR 97132
Free ConsultationEstate Planning, Business, Insurance Claims and Personal Injury
University of Oregon School of Law
Joel Jamon Kent
Claimed Lawyer ProfileSocial Media
Bend, OR Estate Planning Lawyer with 22 years experience
(541) 318-9115 158 NE Greenwood Ave.
Bend, OR 97701
Estate Planning, Divorce and Family
Seattle University School of Law
Focused practice in high asset and complex divorce and custody issues.
Scott O Carter
Claimed Lawyer Profile
Klamath Falls, OR Estate Planning Lawyer with 23 years experience
(541) 882-4504 125 S 6th Street
Klamath Falls, OR 97601
Free ConsultationEstate Planning, Criminal, DUI and Divorce
Willamette University College of Law
Mr, Carter has been practicing law in Oregon courts for over 20 years. He speaks fluent Spanish. After graduating from law school, Mr. Carter began practicing law in 1995 at Garland and Associates in Hillsboro, Oregon. Two years later, he accepted a position as a Deputy District Attorney I Klamath County- a position he would hold or over seven years. Mr. Carter then opened his private practice,
James Oberholtzer
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Attorney with 39 years experience
(503) 345-0652 1500 SW First Avenue
Suite 800
Portland, OR 97201
Free ConsultationEstate Planning, Real Estate, Securities and Tax
DePaul College of Law and Washington and Lee University School of Law
James Oberholtzer has provided legal services to clients for over 35 years. He has provided legal representation to: Families. Estate planning, family wealth planning, wills and trusts, taxation of wills and trusts, guardianship and conservatorships, creation and administration of trusts, and probate of estates. Entrepreneurs. Closely held companies, family partnerships and individual entrepreneurs in formation and finance of enterprises, acquisitions and joint ventures, strategic planning and executive compensation, entity governance, integration of tax, legal and business objectives, protection of intellectual property and selection and supervision of local counsel. Senior Housing. Senior housing owners and operators...
Stan Butterfield
Claimed Lawyer ProfileSocial Media
Dallas, OR Estate Planning Lawyer with 14 years experience
(503) 623-2427 946 SE Uglow Avenue
Dallas, OR 97338
Estate Planning, Elder and Probate
In the 1980s, as young newlyweds, Stan Butterfield and his wife, Connie, befriended an elderly neighbor; the 106 year old man was a treasury of stories. He enthralled Stan with tales of his work as a shipwright on some of the last of the merchant sailing ships and of his mid-life career change as a mechanic for the Wright brothers. It was with this old friend in mind that Stan began to advocate for the elderly; starting in 1988 as a Washington State legislator and then later in Oregon in his work as an attorney in private practice. In...
Alan Andrews
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Lincoln City, OR Estate Planning Lawyer with 37 years experience
(541) 994-7350 2015 NW 39th St
Suite 100
Lincoln City, OR 97367
Estate Planning, Elder, Probate and Tax
Western State University College of Law
Alan has been practicing law for 25+ years. He focuses on tax, estate planning, and business law. He has worked in both private practice and in association with established law firms. Before becoming a lawyer, Alan owned and operated several businesses. When handling his cases, he draws from his hands-on experience as an entrepreneur, providing valuable insight on real estate, business law, wealth management, and more. Alan received his law degree from Western State University College of Law in Fullerton, CA and his Master of Science degree in Taxation from Golden State University in San Francisco, CA.
Kenneth Stephen Mitchell-Phillips
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Gresham, OR Estate Planning Lawyer with 11 years experience
(888) 335-0161 1217 NE Burnside Road, Suite 801
Gresham, OR 97030
Estate Planning, Bankruptcy, Business and Probate
Lewis & Clark Law School and Troy University - Troy campus
The Law Offices of Ken Mitchell-Phillips Law, P.C. is a law firm established in Oregon and Washington to provide personalized and high quality business transactional, real estate, civil litigation, and estate planning legal services to businesses ranging from start-ups and emerging small businesses to Fortune 500 companies in the Pacific Northwest. The firm is dedicated to providing its' clients high quality, sophisticated, and complex legal services at a reasonable rate. When you hire The Law Offices of Mitchell-Phillips, P.C., you are not just getting another law firm, you'll get valuable legal advice and counsel from an...
John Gear
Claimed Lawyer ProfileBlawgsearch
Salem, OR Estate Planning Attorney with 14 years experience
(503) 569-7777 Security Building 161 High Street SE
Salem, OR 97301
Estate Planning, Consumer, Elder and Probate
Western Michigan University Cooley Law School
About 80% of my practice is helping wronged consumers recover from businesses that have cheated them. The rest is a mix of end-of-life and estate planning for elders, wage and hour claims for employees, and advising or serving nonprofits as outside counsel or in providing nonprofit boards with training to avoid problems. I don't stray outside those basic areas much -- for example, I don't take personal injury cases, car crashes, or any family or criminal law cases. But if the problem is otherwise within Oregon civil law, I'm happy to be consulted and to help out...
Vincent J. Bernabei
Claimed Lawyer ProfileQ&A
Beaverton, OR Estate Planning Attorney with 34 years experience
(503) 443-1177 Cascade Square, Suite 102
8625 SW Cascade Avenue
Beaverton, OR 97008
Free ConsultationEstate Planning, Divorce, Elder and Probate
Lewis & Clark Law School
William Brewer
Claimed Lawyer ProfileSocial Media
Eugene, OR Estate Planning Attorney with 33 years experience
180 E. 11th Ave
Eugene, OR 97401
Estate Planning
Lewis & Clark Law School
Bill grew up in Virginia and moved to Oregon in 1968 to attend Willamette University. After a short career in journalism, he graduated from the Northwestern School of Law in 1985 and immediately joined Hershner Hunter. He became a partner in 1990. Bill served on the Executive Committee of the Oregon State Bar Estate Planning and Administration Section for nine years. He regularly writes for publications designed to educate other lawyers on estate planning, probate, and trust administration issues, and is a frequent speaker on estate and asset protection planning. He is a member and past president of the Eugene Estate...
Jack Dekovich
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Attorney with 5 years experience
(503) 227-0200 9320 Southwest Barbur Blvd
#160
Portland, OR 97219
Estate Planning, Divorce, Family and Probate
Willamette University College of Law
Portland Divorce Lawyer, Jack Dekovich takes pride in preserving what he believes is Western civilization’s greatest contribution to the world: The Common Law system. “I love educating my clients-that although imperfect, the rule of law belongs to all of us.” Prior to attending law school, Jack was a volunteer teacher at the University of Detroit Jesuit High School. He also lived in Cameroon for several months teaching English and doing various community projects. In his spare time, Jack plays guitar, trombone, sings in a band and plays ice hockey on two community teams.
Allen Drescher
Claimed Lawyer Profile
Ashland, OR Estate Planning Attorney with 46 years experience
21 S 2nd St
Ashland, OR 97520
Estate Planning, Business and Real Estate
Columbia Law School
Admitted to practice before all state and federal courts in Oregon, Allen Drescher has provided legal services in Southern Oregon since 1973 with an emphasis in the areas of estate planning, real estate and business law, elder law, wills, trusts, probate, guardianships, conservatorships, leases, sales, transactions and disputes.
Lawrence Boyd Hunt
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Attorney with 43 years experience
(503) 226-1162 101 SW Main St
Portland, OR 97204
Estate Planning, DUI, Employment and Real Estate
University of Oregon School of Law
Larry Hunt was born and raised in Portland, Oregon. He received his bachelor's degree with honors from Northwestern University in Evanston, Illinois and his law degree from the University of Oregon. He has practiced law in Portland since 1975 when he began working with Millard Becker who is now retired. Mr. Hunt has contributed to the annual survey on Sales published in The Business Law Journal, and has lectured on the negotiation and drafting of contracts and on legal issues concerning the formation, management, and dissolution of limited liability companies. He is admitted to practice in...
Jeremy R. James
Claimed Lawyer ProfileQ&ASocial Media
Portland, OR Estate Planning Lawyer with 6 years experience
(503) 206-6401 8235 SW Oleson Rd., Ste. C
Portland, OR 97223
Estate Planning, Elder, Probate and Real Estate
Lewis & Clark Law School
Jeremy practices in the areas of personal injury, property, and commercial litigation, business and real estate transactions, and estate planning and probate matters. Jeremy possesses a broad range of experience representing clients on a variety of matters in state and federal court and before mediators and arbitrators. He also has experience working on appellate matters before the Oregon Court of Appeals and Oregon Supreme Court.

Before his legal career, Jeremy worked for a number of years in commercial land development, business management, and marketing.
John Gear
Claimed Lawyer ProfileBlawgsearch
Salem, OR Estate Planning Lawyer with 14 years experience
(503) 569-7777 161 High St SE, STE 208B
Salem, OR 97301
Estate Planning, Consumer, Elder and Probate
Western Michigan University Cooley Law School
I mainly serve clients with problems in: Consumer and employee law: I prefer to help people anticipate and avoid legal problems by understanding how the law affects them and what they need to do to get the results they want. But sometimes legal problems can't be avoided, such as when someone treats you unfairly and you need to respond. Sadly, among the many reputable businesses who pride themselves on treating everyone fairly, there are a few others, who often try to take advantage of their customers and even their employees at every opportunity. Many...
John Christopher Minor
Claimed Lawyer ProfileQ&A
Newport, OR Estate Planning Attorney with 51 years experience
(541) 265-8888 236 W Olive St
Newport, OR 97365
Estate Planning, Business, Municipal and Real Estate
Willamette University College of Law and Willamette University College of Law
Nicole Hough
Claimed Lawyer ProfileSocial Media
Beaverton, OR Estate Planning Lawyer with 8 years experience
(503) 208-6610 PO Box 2014
Beaverton, OR 97075
Estate Planning, Divorce, Domestic Violence and Family
University of New Hampshire School of Law
I have a deep understanding of the critical work that goes into representing and advocating for clients. It is my goal to provide high quality legal services to individuals and to the community. My practice is focused on assisting individuals and families with their legal needs, as well as working with other attorneys on a contract basis. I also value community involvement and engage in a variety of local volunteer and service projects. When I'm not advocating for clients, I enjoy spending time with my family, cooking elaborate meals, reading a good book, and...
Sara Butcher
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer
(503) 205-8397 520 SW Yamhill St
Suite 206
Portland, OR 97204-1324
Estate Planning and Family
University of Oregon School of Law
With experience planning and administering Oregon estates of all sizes, I am a firm believer that quality representation can be both comprehensive and affordable. Consideration for each client's unique financial, family, and health interests is the key to determining the best way to protect those interests. I work closely with each of my clients to ensure their needs come first, whether preparing a will or assisting after the death of a loved one. I am committed to providing my clients with experienced representation that is personalized and affordable for everyone. Services Provided: - Probate - Wills - Trusts - Tax & Estate...
Deidra Cherzan
Claimed Lawyer Profile
Bend, OR Estate Planning Lawyer with 25 years experience
1107 NE Revere Ave
Bend, OR 97701
Estate Planning, Business, Divorce and Tax
University of Washington School of Law
Deidra is an attorney and Certified Public Accountant licensed in Oregon, Washington and Colorado with more than 18 years experience practicing law. Prior to becoming an attorney Deidra was a Captain in the United States Air Force, an auditor and management consultant with a national accounting firm and a business associate in several corporations. She strives to bring excellence to her practice and to assist her clients with difficult life and business transitions.
Timothy J O'Donnell
Claimed Lawyer ProfileSocial Media
Milwaukie, OR Estate Planning Lawyer with 10 years experience
(503) 659-3627 11073 SE Main Street
Milwaukie, OR 97222
Free ConsultationEstate Planning, Elder, Probate and Real Estate
Golden Gate University School of Law
Born and raised in Clackamas County, attended Law School in San Francisco, came back to Oregon in 2012. Father of two boys. My practice is primarily civil litigation with an emphasis on real estate. I also handle personal injury actions, estate planning and probate, and landlord-tenant law.
Curtis Jeffrey Abbott
Claimed Lawyer Profile
West Linn, OR Estate Planning Lawyer with 34 years experience
(503) 723-0374 4891 Willamette Falls Dr
West Linn, OR 97068
Estate Planning, Business, Real Estate and Tax
Willamette University College of Law
Joshua C Guest
Claimed Lawyer ProfileSocial Media
Klamath Falls, OR Estate Planning Attorney with 4 years experience
(541) 850-8982 125 South 6th Street
Klamath Falls, OR 97601
Estate Planning, Family, Juvenile and Landlord Tenant
Brigham Young University
Peter Diamond
Claimed Lawyer Profile
Portland, OR Estate Planning Lawyer
(503) 395-0244 1000 SW Broadway
Suite 1810
Portland, OR 97205
Estate Planning, Divorce and Family
Willamette University College of Law
Peter Diamond is a people-oriented attorney who was naturally drawn to family law after an extensive and diverse practice in business, real estate, estate planning, and general litigation.
Rodney Grafe
Claimed Lawyer Profile
Portland, OR Estate Planning Attorney with 37 years experience
(503) 768-3100 5331 SW MacAdam Ave
Portland, OR 97239
Free ConsultationEstate Planning, Bankruptcy, Family and Probate
University of Oregon School of Law
Third generation Oregonian; Lewis & Clark College BA and U of O JD; Practicing since 1981: Debt issues, Estates and Probate; Municipal Judge for over 15 years
David W. Haskett
Claimed Lawyer Profile
Bend, OR Estate Planning Lawyer with 1 year experience
(541) 318-9115 158 NE Greenwood Avenue, Suite 1
Bend, OR 97701
Estate Planning, Business and Family
Lewis & Clark Law School and University of Arkansas School of Law
Sean M Trimble
Claimed Lawyer ProfileSocial Media
Madras, OR Estate Planning Lawyer with 11 years experience
(541) 359-2228 34 South East D Street
Madras, OR 97741
Estate Planning, Arbitration & Mediation, Criminal and Divorce
Oak Brook College of Law
If you are feeling lost, I can help. I have helped clients with family, criminal, estate, and contract needs and would honored to have the opportunity to help you.
Krischele Whitnah
Claimed Lawyer Profile
Baker City, OR Estate Planning Lawyer with 12 years experience
(541) 523-1007 1920 1st St
Baker City, OR 97814
Estate Planning, Divorce, Domestic Violence and Family
Lauren Barnhart
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 5 years experience
(503) 227-0200 9320 Southwest Barbur Blvd
#160
Portland, OR 97219
Estate Planning, Divorce, Family and Probate
Willamette University College of Law
Lauren Barnhart was always fascinated with “the rules.” She believes that rules create predictability and clarity, and apply to everyone equally. It was this fascination with rules that led Lauren to become an attorney. As an attorney, Lauren helps families navigate through what can be the most difficult time of their lives-divorce. She works to develop a relationship with her clients and demonstrate that their case genuinely matters. Lauren was born and raised in Tacoma, Washington, and was a member in the Tacoma Youth Symphony where she performed at Carnegie Hall. When Lauren is not assisting...
Adam Famulary
Claimed Lawyer ProfileSocial Media
Beaverton, OR Estate Planning Lawyer
(503) 863-2732 4145 SW Watson Ave. Ste. 350
Beaverton, OR 97005
Free ConsultationEstate Planning and Probate
Willamette University College of Law
Attorney Adam Famulary is dedicated to providing asset protection and estate planning to Oregon residents, and enjoys spending time each month analyzing virtually every new court case in the United States that deals with asset protection in order to offer the best services to his clients. He prides himself in tailoring estate plans to each client's needs, regardless of how large or small their estate is. He has worked on estates of over $10 million dollars in value. Adam's trusts have held up under scrutinization of opposing counsel. Prior to opening his own law firm, Adam...
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Oregon Estate Planning Legal Aid & Pro Bono Services

Oregon Law Center Pro Bono Program
(503) 295-2760
Portland, OR


Jackson County Center for Non-Profit Legal Services
(541) 779-7291
Medford, OR

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.