Cedar Mill Estate Planning Lawyers

Compare 536 top rated Oregon attorneys serving Cedar Mill.
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Ginger Skinner
PREMIUM

Oregon Estate Planning Attorney with 14 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 of providing... Read More »
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Joanne Reisman
Claimed Lawyer ProfileQ&ASocial Media
(503) 222-7401 8835 SW Canyon Lane Suite
Suite 301
Portland, OR 97225
Free ConsultationPortland, OR Estate Planning Lawyer with 36 years experience
Estate 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...
Ginger Skinner
Claimed Lawyer ProfileLII GoldSocial Media
Portland, OR Estate Planning Attorney with 14 years experience
(503) 719-6603 9600 SW Barnes Road
Suite 125
Portland, OR 97225
Estate 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...
Vincent J. Bernabei
Claimed Lawyer ProfileQ&A
Beaverton, OR Estate Planning Attorney with 36 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
Nicole Hough
Claimed Lawyer ProfileSocial Media
Beaverton, OR Estate Planning Lawyer with 10 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...
Adam Famulary
Claimed Lawyer Profile
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...
Kathy Proctor
Claimed Lawyer ProfileSocial Media
Beaverton, OR Estate Planning Lawyer
(503) 352-0731 17933 NW Evergreen Pkwy., Ste. 111
Beaverton, OR 97006
Estate Planning, Criminal, DUI and Divorce
Willamette University
Alexis Shimada
Claimed Lawyer ProfileSocial Media
Beaverton, OR Estate Planning Attorney with 2 years experience
(503) 863-2732 12725 SW Millikan Way
Ste. 300
Beaverton, OR 97005
Free ConsultationEstate Planning, Divorce, Family and Probate
Willamette University College of Law
Lesley V. Herring
Claimed Lawyer ProfileSocial Media
Beaverton, OR Estate Planning Lawyer with 8 years experience
(503) 649-6333 18255 SW Tualatin Valley Hwy
Beaverton, OR 97006
Free ConsultationEstate Planning, Divorce, Family and Probate
Michigan State University
Lesley V. Herring is a native of Louisiana who moved to Portland, Oregon in 2011. She completed her undergraduate degree from Texas A&M University in 2003 and obtained her Master’s Degree in Philosophy in 2005. Ms. Herring received her J.D. from Michigan State University in 2010. She has dedicated her legal practice to the areas of family law and estate planning. Ms. Herring takes a direct and pragmatic approach in advising her clients and developing solutions which fit their needs. She is a strong advocate for children’s rights.
Tamara Maher
Claimed Lawyer Profile
Beaverton, OR Estate Planning Attorney with 29 years experience
(503) 352-5955 Beaverton Building
12725 SW Millikan Way, Suite 300
Beaverton, OR 97005
Estate Planning, Elder and Probate
Willamette University College of Law
Bradley Schrock
Claimed Lawyer Profile
Beaverton, OR Estate Planning Attorney with 33 years experience
(877) 676-3841 4800 SW Griffith Dr.
Ste. 230
Beaverton, OR 97005
Estate Planning, Business, IP and Probate
Business emphasis general practice serving businesses, business owners and individuals.Business law, divorce and family law, wills, trusts and estates, and several areas of employment law.

Key types of matters handled:

1. Divorce;
2. Non-competition agreements and issues;
3. trust administration disputes;
4. Probates, and probate/will disputes;
5. Business formation and business contracts;
6. Sales of business;
7. Advising employers on employment issues;
8. Wage claims; and
9. Business litigation.
Nicole Schaefer
Claimed Lawyer ProfileQ&AResponsive Law
Beaverton, OR Estate Planning Attorney with 5 years experience
(971) 350-8516 1500 NW Bethany Blvd, Suite 200
Beaverton, OR 97006
Free ConsultationEstate Planning, Animal, Business and Elder
Lewis & Clark Law School
Aarti Gujral
Claimed Lawyer Profile
Beaverton, OR Estate Planning Lawyer with 8 years experience
(503) 608-0207 4085 SW 109th Ave., Suite 100
Beaverton, OR 97005
Estate Planning, Immigration and Probate
David Gray
Claimed Lawyer Profile
Beaverton, OR Estate Planning Attorney
(503) 747-3682 12275 SW Second Street
Beaverton, OR 97005
Estate Planning, Business, Personal Injury and Probate
Jeremy Swanlund
Claimed Lawyer Profile
Beaverton, OR Estate Planning Lawyer
(503) 451-0029 16100 NW Cornell Road
STE 240
Beaverton, OR 97006
Estate Planning
Peter R Tovey
Claimed Lawyer Profile
Hillsboro, OR Estate Planning Attorney with 11 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...
Thomas A. Hackett
Claimed Lawyer ProfileOffers Video ChatSocial Media
Portland, OR Estate Planning Attorney with 10 years experience
(503) 400-7999 650 N.E. Holladay Street, Suite 1600
Portland, OR 97232
Offers Video ChatEstate 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...
Joanna L. Posey
Claimed Lawyer ProfileSocial MediaResponsive Law
Portland, OR Estate Planning Lawyer with 10 years experience
(503) 241-0818 3115 NE Sandy Blvd
Suite 222
Portland, OR 97232
Estate Planning, Divorce, Family and Probate
Lewis & Clark Law School
Joanna Posey became a lawyer because she wanted to help people. Drawn to family law after opening her own practice, Joanna takes pride in being able to empower her clients during an otherwise stressful and emotionally charged time in their lives. She finds it extremely gratifying to help a client take the first steps toward a new beginning, and enjoys working to resolve the unique issues in each case.
Jace D. Cook
Claimed Lawyer ProfileOffers Video ChatSocial Media
Lake Oswego, OR Estate Planning Lawyer with 4 years experience
(503) 567-8191 5 Centerpointe Dr.
Suite 400
Lake Oswego, OR 97035
Offers Video ChatEstate 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...
Joel Jamon Kent
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 23 years experience
(503) 222-9115 2400 SW 4th Avenue
Portland, OR 97201
Estate Planning, Divorce and Family
Seattle University School of Law
Focused practice in high asset and complex divorce and custody issues.
Lauren Barnhart
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 7 years experience
(503) 541-0818 3115 NE Sandy Blvd
Suite 222
Portland, OR 97232
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...
Tony De Alicante
Claimed Lawyer ProfileOffers Video ChatSocial Media
(541) 390-8961 16037 SW Upper Boones Ferry Rd
Suite 185
Tigard, OR 97224
Offers Video ChatTigard, OR Estate Planning Lawyer with 31 years experience
Estate Planning, Business and Probate
Georgetown University Law Center and Willamette University College of Law
De Alicante Law Group LLC's (DLG) dedication to serving others is reflected in delivering excellence in legal services, giving peace of mind, knowledge, confidence, and personalized legal solutions to clients in estate planning, probate and business law. DLG's 30 years of international experience across public and private sectors, and advanced experience and training in estates and tax law, brings needed depth and experience to clients in developing customized, trust-centered estate and tax planning, in representing clients through probate proceedings, and in representing clients in their business ventures from business formation, through the business life cycle and being there through the...
Lawrence Boyd Hunt
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Attorney with 45 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...
Jerald Van Rhyn
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 9 years experience
(971) 344-0322 10260 SW Greenburg Rd. Ste 400
Portland, OR 97223
Free ConsultationEstate Planning
UNLV William S. Boyd School of Law
Jerald Van Rhyn is the creator of the solo practice law firm Sentinel Legal Services, LLC, a virtual law office offering estate planning services to Oregon residents.
Peter Diamond
Claimed Lawyer Profile
Portland, OR Estate Planning Lawyer with 27 years experience
(503) 223-4131 811 SW Naito Parkway, Suite 500
Portland, OR 97204
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.
James Oberholtzer
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Attorney with 41 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...
Matthew McKean
Claimed Lawyer ProfileSocial Media
Hillsboro, OR Estate Planning Attorney with 16 years experience
(503) 846-0707 101 SW Washington St
Hillsboro, OR 97123
Estate Planning, Elder, Probate and Real Estate
Lewis & Clark Law School
Nothing makes me happier than to help clients through a complicated legal issue and have them come out the other side ready to move on with their lives. Whether you are going through a probate, guardianship, adoption, need an estate plan, or starting a business, I can help you through the process. As a sole practitioner I like to work closely with my clients. Your legal issues are important to me and I want to be accessible. I am also Of Counsel with the Harris Law Firm and can tap into a team of outstanding attorneys that can...
Aaron S. Ferreira
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 19 years experience
(503) 228-2495 525 SW Jackson Street
Portland, OR 97201
Estate Planning, Business, Employment and Real Estate
Lewis & Clark Law School
Aaron Ferreira grew up in Livermore, California. As an undergrad, he attended the California Polytechnic State University at San Luis Obispo (Cal Poly), first studying Computer Science and then graduating in 1994 with a Bachelor of Arts degree in Philosophy. After graduation, he got his feet wet in the legal profession by working for three years as a legal assistant in Shell Beach, California.



In 1997, Aaron entered the Northwestern School of Law of Lewis & Clark College, in Portland, Oregon. While attending law school, he participated in law review as a Research Editor and then Articles Editor for the...
Wendy S Fay
Claimed Lawyer Profile
Portland, OR Estate Planning Attorney with 14 years experience
(503) 295-6191 680 Umpqua Bank Plaza
One SW Columbia Street
Portland, OR 97258
Estate Planning, Family and Probate
Willamette University College of Law
Wendy’s practice includes dissolution of marriage proceedings, legal separations, modifications of child custody, child support and spousal support, and contempt and enforcement proceedings. Wendy’s practice also includes probate administration, estate planning, and protective proceedings.
Paul T Loney
Claimed Lawyer ProfileOffers Video ChatSocial Media
Portland, OR Estate Planning Attorney with 28 years experience
(503) 234-2694 1618 SW 1st Ave
Ste 250
Portland, OR 97201
Free ConsultationOffers Video ChatEstate Planning, Business, Cannabis Law and Criminal
Paul Loney has practiced law for over 27 years. In 2009, Mr. Loney developed the legal blueprint for Oregon’s first private cannabis club, “Highway 420,” and the first National high-profile cannabis café, “Oregon NORML’s Cannabis Café.” Mr. Loney’s practice focuses on a variety of legal issues associated with cannabis and hemp, specifically in the areas of business law and regulatory compliance.

Paul Loney has served as Oregon NORML’s legal counsel for over 13 years and has helped draft numerous cannabis-related legislative initiatives involving Oregon’s medical marijuana and recreational marijuana issues. He has assisted clients in drafting language for proposed additions...
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...
Jacob Braunstein
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Attorney with 13 years experience
(503) 505-0411 1312 SW 16th Ave., Suite 200
Portland, OR 97201
Free ConsultationEstate Planning, Consumer, Criminal and DUI
Lewis & Clark Law School
Marisol Cordero-Goodman
Claimed Lawyer ProfileSocial MediaResponsive Law
Portland, OR Estate Planning Lawyer with 14 years experience
(503) 610-0624 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...
Jonathan David Mishkin
Claimed Lawyer Profile
(503) 274-7849 4380 S. Macadam Avenue, Suite 190
Portland, OR 97239
Portland, OR Estate Planning Attorney with 14 years experience
Estate Planning, Business and Tax
Georgetown University Law Center and University of Oregon School of Law
Jonathan D. Mishkin, LL.M., has 15+ years as a practicing tax and estate planning attorney where he utilizes his extensive background in individual, corporate, international and real estate taxation along with knowledge in asset protection/estate planning techniques to consult with clients in matters of estate planning and tax mitigation strategies.

Mr. Mishkin has an economics and political science degree from the University of Pennsylvania. He received his Juris Doctorate from the University of Oregon School of Law and an LL.M. in Taxation from the Georgetown University Law Center where he served as the Graduate Tax Policy Scholar advising the United...
Jeffery Demland
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 6 years experience
(503) 420-5708 9220 SW Barbur Blvd.
Ste. 119, No. 205
Portland, OR 97219
Free ConsultationEstate Planning, Probate and Real Estate
Lewis & Clark Law School
Jeff focuses his practice on estate planning, administration, and litigation. His practice grows from his experience in academic and pharmaceutical research, where he worked closely with oncology patients undergoing experimental treatments. He enjoys tackling complex issues, while keeping his clients’ real-world needs at the forefront of every decision. Jeff listens carefully to his clients to help them find the solution that’s right for them. His experience with scientific research taught him to be resilient and creative, and he enjoys applying this approach to advocate for his clients today.
Rodney Grafe
Claimed Lawyer Profile
Portland, OR Estate Planning Attorney with 39 years experience
(503) 768-3100 5331 SW MacAdam Ave
Portland, OR 97239
Free ConsultationEstate Planning, Bankruptcy 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
Michael Scott Evans
Claimed Lawyer ProfileSocial Media
Tigard, OR Estate Planning Attorney with 35 years experience
(503) 743-0185 9397 SW Locust Street
Tigard, OR 97223
Estate Planning, Divorce and Family
University of Oregon
Michael S. Evans has been licensed to practice law in Oregon since 1985. He has handled a wide range of family law cases, as well as many matters involving business litigation. His knowledge of family law and business law has given him a unique perspective on how to handle the financial aspects of family law matters. Mr. Evans also has extensive experience in interstate child custody disputes. He has presented on various topics to the legal community, including child support, property division, prenuptial agreements, and more. He has been featured in the Ask the Expert column in the Oregonian.
Jason Pierson
Claimed Lawyer ProfileSocial Media
Portland, OR Estate Planning Lawyer with 5 years experience
(503) 974-6833 3115 NE Sandy Blvd. Suite 222
Portland, OR 97232
Estate Planning, Divorce, Family and Probate
University of Oregon School of Law
Jason Pierson became a lawyer to be a voice for people who feel trivialized by divorce-especially children. During a divorce, a child can sometimes feel as though their opinion doesn’t matter. Jason’s passion is to advocate for his client's children and help them succeed. Prior to attending law school, Jason worked as a paralegal in Las Vegas mostly in construction defect law firms for about eight years.
Sam Friedenberg
Claimed Lawyer Profile
Portland, OR Estate Planning Attorney with 35 years experience
(503) 245-0894 6500 SW Macadam Ave.
Suite 300
Portland, OR 97239
Estate Planning
Lewis & Clark Law School
Sam began his legal career auditing court guardianships, conservatorships and probate estates in Multnomah County Circuit Court. He joined the firm in 1987 to focus on those issues, long-term care cost planning (including Medicaid) and to advise on trust and estate administration. Currently he also has many clients for estate planning and inheritance/estate tax advice. Sam is one of the original members of the National Academy of Elder Law Attorneys. Sam has always devoted a lot of time to public policy issues. Sam has served on committees that drafted the guardianship and conservatorship statutes, drafted the probate accounting rules, prepared the...
Lawrence Mitchell Vergun
Claimed Lawyer ProfileSocial Media
Hillsboro, OR Estate Planning Lawyer with 32 years experience
(503) 648-4777 165 SE 26th Avenue
Hillsboro, OR 97123
Estate Planning, Business, IP and Probate
UCLA School of Law
Kathleen Kelly Moore
Claimed Lawyer Profile
Portland, OR Estate Planning Attorney with 41 years experience
(503) 222-0220 1000 Broadway Building
1000 SW Broadway
Portland, OR 97205
Estate Planning, Arbitration & Mediation, Bankruptcy and Divorce
Lewis & Clark Law School
I have focused my practice on the challenges families face including adoption, alternative dispute resolution, arbitration, bankruptcy, collaborative family law, conservatorships, custody, directives to physicians, divorce, domestic partnerships, elder issues, grandparent rights, guardianships, mediation, parenting time, paternity, prenuptial agreements, probates,trusts, visitation and wills. I limit the number of cases I accept to insure each client is given the personal attention their case deserves. I am trained in collaborative practice and have 30 years of experience in the courtroom. I have a psychology background and a network of mental and physical health care professionals and expert witnesses,...
Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Cedar Mill Estate Planning Legal Aid & Pro Bono Services

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

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