Otter Rock Estate Planning Lawyers

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...

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...

My practice emphasizes the legal and crisis issues faced by the elderly and their families, including incapacity, guardianship, long-term care, and end-of-life concerns. In my 30+ years of practice, I have truly enjoyed the relationships I have developed with my clients and their families. I have the privilege of helping and protecting them – often at one of the most difficult times in their lives. I count myself very fortunate because I like my job. I enjoy the wonderful group of attorneys and staff I work with every day. Most importantly, I get to help clients who need and appreciate...

Since 2010, serving people with consumer and employee law issues: 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 lawyers...

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.

I grew up in Eugene, and live here with my family. I am a Sheldon High School graduate, Go Irish. I attended college at Oregon State University, but returned to Eugene to study law at the University of Oregon. I started my practice in 2015 and truly enjoy helping people put an estate plan in place.

Roger Evans is an experienced attorney with over 40 years of experience representing individuals, families, farmers, ranchers, and business owners with their real estate, will and trust administration, estate planning, probate, and business related concerns. Mr. Evans is a member of the Marion County Bar Association and the Oregon State Bar Association as well as Oregon State Bar sections concerning Elder Law, Estate Planning and Administration, Agricultural Law, and Real Estate and Land Use law. Mr. Evans is licensed to practice in Oregon state courts and Federal U.S. District Court, and is appointed to serve as an arbitrator...

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...

Rose L. Hubbard, Attorney at Law has 35 years of experience tackling family law matters, including complex cases involving divorce, modification, child support/custody, spousal support, paternity, and grandparent rights. We can also assist with wills and estate planning to help ensure that your assets and properties are protected. As skilled advocates, we are adept at finding balanced, favorable resolutions to disputes. Through mediation, negotiation, all the way to a trial, our attorneys personally guide you through your legal issue with compassion and hands-on support. We explain to you what you can expect every step of the way, and give...

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.

Benjamin Ybarra, Attorney at Law is a general practice that serves the Portland metropolitan area. I work with individuals and businesses in a variety of transactional areas and legal disputes.

Attorney at Caress Law, PC, focusing on trusts & estate planning; probate and trust administration; charitable giving and planning; business succession planning; planning for special needs; advise on income, estate, gift, and generation skipping transfer tax; guardianships and conservatorships; federal and state estate tax returns.

I am a partner with Fitzwater Law. My practice consists of estate planning and administration, including the preparation of wills and trusts, gift and estate tax planning, special needs planning, and the administration of trusts and probate estates.

Estate planning and administration is the only area of law out there for me. There is no other area of law in which I would rather practice. Over the years I have discovered that my job typically consists of equal parts teaching, counseling and lawyering. Tellingly, teaching and psychology were the other careers I considered before deciding on law. I feel incredibly fortunate...

Michael’s practice emphasizes estate planning, estate administration, guardianships and conservatorships, long-term care planning, and special needs trusts.

Prior to attending law school, Michael gained experience working with seniors and people with disabilities while earning a master’s degree in social work. During law school, he added a financial perspective to his background working as a securities broker for Charles Schwab, Inc. Upon graduation, Michael clerked for the Honorable C. Jean Stewart, Judge of the Denver Probate Court. As an attorney, Michael draws on his background, representing seniors, people with disabilities, and their families on a range of planning, administration, and crisis-management issues.

Michael...

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.

Serving clients in Northwest Oregon, including St. Helens, Scappoose, Rainier, Clatskanie, and Astoria, since 1976. I have always advocated with thoroughness, passion, and compassion, for fairness and justice for all.

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...

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.

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...

Mark Kramer, Attorney, specializes in family law and civil litigation including personal injury, civil rights, and employment cases. He has more than 35 years of trial experience and extensive experience in family law issues ranging from adoption and contested custody to grandparent and psychological parent rights. Mark has served as a pro-tem judge for the Multnomah County Circuit Court. As co-counsel for the Oregon State Judiciary Committee and in private practice, Mark drafted family law legislation that is now Oregon law. Mark is the author of several articles about family law and is a frequent speaker on the subjects of...

Masters in Taxation, New York University School of Law

Conveniently Located
near the intersection of
Pacific Hwy (99W) and I-5

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...

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...

Mr. Schneider established his law practice in Portland, OR in 1997. He has made a long-term commitment to providing first-class estate planning legal services to families and individuals within the Portland metropolitan area and the surrounding SW Washington region. He is pleased to have become a respected member of the Portland/Vancouver legal and business community. Mr. Schneider is a member of the American Academy of Estate Planning Attorneys, the National Academy of Elder Law Attorneys, the Estate Planning Council of Portland and is on the board of directors of the the Rental Housing Association of Greater Portland. He is admitted...

I handle civil litigation, business, real estate, and fiduciary litigation matters. For litigation matters, my focus is Oregon state court, although I also appear in Oregon Federal District Court. I am well-versed in all phases of litigation and comfortable taking a case to trial. Given the risk and expense of litigation, many cases settle before trial. I have participated in numerous mediations and judicial settlement conferences. However, sometimes settlement does not make sense and a client needs their day in court. I thoroughly enjoy the challenges and complexities that trial brings and feel at ease...

Ms. Kirkendall offers caring legal expertise in a practice that includes adoption, elder law, estate planning and probate. She specializes in the areas of probate, wills, trusts, estate planning, guardianship and conservatorship, and adoption. A graduate of the Northwestern School of Law of Lewis and Clark College, Ms. Kirkendall is a volunteer with OASIS and Legal Aid Services for Seniors, serves as a volunteer judge with the Tigard Police Department Peer Court, and is a member of the Oregon State Bar Standing Committee on Adoption.

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...

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.

Jeff moved his practice to Lake Oswego in 2006. Since then, he and his team have helped numerous businesses and individuals navigate through turbulent legal waters. When the housing and banking crisis hit hard, Jeff was one of the few attorneys in Oregon who was willing to take on the complex defense litigation against the banks and mortgage servicers to help Oregon homeowners fight to save their homes from foreclosure. He has been instrumental in shaping Oregon foreclosure practice, most notably with successful appeals in US Bank vs. Vettrus, 285 Or App 629 (2017) and US Bank vs. McCoy, 290...

Garvin comes to the firm having worked as an attorney for the Legal Aid Services of Oregon. In addition to his wealth of litigation experience, he has expertise in the areas of guardianships, conservatorships and Medicaid planning. He has extensive experience representing victims of elder abuse, advocating for the rights of seniors who reside in care facilities and assisting seniors with consumer problems. Garvin has frequently spoken about elder law topics, giving presentations to audiences in nursing homes, to community organizations and through broadcasts on local television and radio programs. He is a past member of the Executive Committee of the...