Tualatin Estate Planning Lawyers

Compare 540 top rated Oregon attorneys serving Tualatin.
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Ginger Skinner
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Ginger Skinner

Oregon Estate Planning Attorney with 15 years of 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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Jace D. Cook
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Jace D. Cook
Lake Oswego, OR Estate Planning Lawyer with 4 years of 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...
Tony De Alicante
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Tony De Alicante
(541) 390-8961 16037 SW Upper Boones Ferry Rd
Suite 185
Tigard, OR 97224
Offers Video ChatTigard, OR Estate Planning Lawyer with 31 years of 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...
Beau Ellis
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Beau Ellis
Lake Oswego, OR Estate Planning Lawyer with 11 years of experience
(503) 594-8116 17355 SW Boones Ferry Road
Suite A
Lake Oswego, OR 97035
Estate Planning, Business, Probate and Real Estate
Gonzaga University School of Law
Beau is accomplished in business, probate, real estate, and litigation, representing clients in numerous forums and within many practice areas. Beau has the knowledge and experience to assist in resolving your legal issues.
Jonathan David Mishkin
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Jonathan David Mishkin
(503) 453-0577 24700 SW Valley View Road
West Linn, OR 97068
West Linn, OR Estate Planning Attorney with 15 years of 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
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Jeffery Demland
Tigard, OR Estate Planning Lawyer with 6 years of experience
(503) 420-5708 7455 SW Bridgeport Road No 205
Tigard, 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.
Valerie Ingram Kirkendall
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Valerie Ingram Kirkendall
Tigard, OR Estate Planning Lawyer with 18 years of experience
(503) 639-4108 9250 SW Tigard St
Tigard, OR 97223
Estate Planning, Elder and Probate
Lewis & Clark Law School
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.
Jeffrey Long
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Jeffrey Long
Lake Oswego, OR Estate Planning Attorney with 34 years of experience
(503) 374-9777 4248 Galewood St.
Lake Oswego, OR 97035
Estate Planning, Business, Foreclosure Defense and Probate
Willamette University College of Law
Jeff Long, the Chief Counsel for the Oregon Consumer Law Center, brings his extensive experience as a civil litigator to help homeowners facing Oregon’s judicial foreclosure process. Jeff, working with former Ohio Attorney General Marc Dann, founded the Oregon Consumer Law Center to bring affordable, aggressive and effective representation to Oregon Homeowners as the state shifts to a Judicial Foreclosure process. Jeff Long has been one of Oregon’s most experienced trial attorneys for over 30 years. He has conducted over 100 jury trials and is admitted in both federal and state court. Jeff graduated from Portland State University...
Philip Hingson
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Philip Hingson
Portland, OR Estate Planning Lawyer
(503) 639-4800 7157 SW Beveland St
Suite 100
Portland, OR 97223
Estate Planning
Brigham Young University
Kevin Luby
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Kevin Luby
Portland, OR Estate Planning Lawyer with 36 years of experience
7360 SW Hunziker St
Portland, OR 97223
Estate Planning, Business, Probate and Real Estate
University of Notre Dame
Robert LeChevallier
Claimed Lawyer ProfileOffers Video Chat
Robert LeChevallier
Lake Oswego, OR Estate Planning Lawyer
(503) 620-8900 5300 Meadows Rd Ste 200
Lake Oswego, OR 97035
Offers Video ChatEstate Planning, Business and Real Estate
Rob Le Chevallier practices business law, business formation, estate planning, trust administration, real estate law, and corporate financing. Rob serves as corporate counsel for a variety of manufacturing and service companies. He has been described by the Oregonian as “the legal profession’s equivalent of a midwife” to hundreds of businesses in the Portland area.

Rob particularly focuses on the estate planning needs of business owners, who are often so preoccupied with their business that they neglect their own succession issues. Rob prepares estate plans for business owners and other high net-worth individuals and their families with an...
Joshua J. Lipps
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Joshua J. Lipps
Lake Oswego, OR Estate Planning Lawyer
(503) 847-2377 5200 SW Meadows Rd, Ste 150
Lake Oswego, OR 97035
Estate Planning, Business, Probate and Real Estate
Willamette University
Josh earned his J.D. from Willamette University College of Law in Salem, and was admitted to practice the same year in Oregon. Previously, Josh was an editor for the Willamette Journal of International Law & Dispute Resolution, and clerked for the Clackamas County District Attorney’s Office. Before law school, Josh gained experience in the real-estate industry, including mortgages, title insurance, and finance. ?Originally from Michigan in the Midwest, Josh is now proud to call Oregon home where he enjoys fly fishing, horsemanship, and camping. Josh is also a fine arts and music enthusiast.
Darin Dooley
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Darin Dooley
Lake Oswego, OR Estate Planning Lawyer with 13 years of experience
(503) 496-5508 4949 Meadows Road, Suite 600
Lake Oswego, OR 97035
Estate Planning and Elder
Willamette University College of Law
Darin practices in the areas of estate planning, elder law, Medicaid, special needs planning, probate, estate tax planning, and trust administration. He is a member of the Oregon State Bar Estate Planning and Administration and Elder Law sections, the Multnomah Bar Association, and the Elder Law Section Executive Committee.

Darin Dooley enjoys helping people plan for their future, including the prospect of declining health. Darin understands how emotionally difficult the process can be and he wants his clients to feel good about their planning and confident that their wishes will be carried out effectively. Before becoming an attorney, Darin...
Jerold W Hilary
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Jerold W Hilary
Portland, OR Estate Planning Lawyer with 35 years of experience
(503) 639-4108 9250 SW Tigard St
Portland, OR 97223
Estate Planning, Business, Elder and Probate
Lewis & Clark Law School
Jerold W. Hilary is a graduate of University of Oregon and Northwestern School of Law, Lewis and Clark College. He is an active member in the Tigard, Oregon business community and is a past president of the Tigard Chamber of Commerce. His practice focuses on business law, estate planning and probate and trust administration. He volunteers with Legal Aid Services for Senior citizens and is a volunteer judge with the Tigard Peer Court. In 2002 he received the Community Partnership’s Pro Bono Award for his volunteer work. He is a member of the Oregon State Bar,...
Theressa Hollis
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Theressa Hollis
Portland, OR Estate Planning Attorney with 22 years of experience
(503) 786-8191 6400 SE Lake Rd
Ste. 440
Portland, OR 97015
Estate Planning, Elder and Probate
Willamette University College of Law
I’m a partner with Fitzwater Law and have practiced with this firm for 19 years. My practice emphasizes legal issues unique to the elderly and their families, including guardianship and conservatorship proceedings, probate estates, trust administration, and estate planning. Some of my favorite cases are the emergency (“temporary”) guardianships and conservatorships. I received my J.D. from Willamette University College of Law in 1998.

I value helping people in times of crisis by making the legal system understandable. I pride myself on being reliable and thorough in my work, while striving to take the mystery out of the legal process.
...
Joanne Reisman
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Joanne Reisman
(503) 222-7401 8835 SW Canyon Lane Suite
Suite 301
Portland, OR 97225
Free ConsultationPortland, OR Estate Planning Lawyer with 37 years of 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...
Tasha Lyn Cosimo
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Tasha Lyn Cosimo
Portland, OR Estate Planning Lawyer with 9 years of experience
(503) 292-8990 9400 SW Barnes Rd.
Suite 300
Portland, OR 97225
Offers Video ChatEstate Planning and Probate
University of Miami School of Law
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.
Ginger Skinner
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Ginger Skinner
Portland, OR Estate Planning Attorney with 15 years of 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...
Kirsten Stensland
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Kirsten Stensland
Tigard, OR Estate Planning Lawyer
(503) 709-7137 11501 SW Pacific Hwy#100-14
PO Box 230103
Tigard, OR 97223
Estate Planning, Elder and Probate
Lewis & Clark Law School
Conveniently Located
near the intersection of
Pacific Hwy (99W) and I-5
Nicole Hough
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Nicole Hough
Beaverton, OR Estate Planning Lawyer with 10 years of 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...
Rose L Hubbard
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Rose L Hubbard
Tigard, OR Estate Planning Lawyer with 31 years of experience
(503) 743-0185 9397 SW Locust Street
Tigard, OR 97223
Estate Planning, Divorce and Family
Lewis & Clark Law School
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...
Donald Rolfe
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Donald Rolfe
West Linn, OR Estate Planning Attorney with 16 years of experience
(503) 850-8345 2350 Willamette Falls Drive
West Linn, OR 97068
Free ConsultationEstate Planning and Probate
Sandra Day O'Connor College of Law, Arizona State University
I am a reformed litigator. While rewarding, litigation focuses on cleaning up messes due to poor planning. I knew there was a better way to practice law, and I find it much more rewarding. That better way is to serve my clients as an Estate Planning Attorney and Business Planning Attorney.

My new role is to help my clients avoid the need of a litigator’s services. Working with my personal and business clients I strive to anticipate and head off problems that far too often end up costing lots of money to deal with.

I help families, individuals and their loved...
Vincent J. Bernabei
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Vincent J. Bernabei
Beaverton, OR Estate Planning Attorney with 36 years of 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
Wesley Fitzwater
Claimed Lawyer ProfileSocial Media
Wesley Fitzwater
PORTLAND, OR Estate Planning Attorney with 39 years of experience
(503) 786-8191 6400 SE Lake Rd. Suite 440
PORTLAND, OR 97222
Estate Planning, Elder and Probate
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...
Andrea Bachhuber
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Andrea Bachhuber
PORTLAND, OR Estate Planning Lawyer with 15 years of experience
(503) 786-8191 6400 SE Lake Rd. Suite 440
PORTLAND, OR 97222
Estate Planning and Elder
University of Oregon
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...
Marisol Cordero-Goodman
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Marisol Cordero-Goodman
Portland, OR Estate Planning Lawyer with 15 years of experience
(503) 610-0624 224 S 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...
Benjamin Taylor Ybarra
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Benjamin Taylor Ybarra
Oregon City, OR Estate Planning Attorney with 8 years of experience
(503) 303-8369 714B Main Street
Suite 202
Oregon City, OR 97045
Estate Planning, Business, Consumer and Employment
Gonzaga University School of Law
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.
Michael Edgel
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Michael Edgel
West Linn, OR Estate Planning Attorney with 18 years of experience
(503) 765-8400 1800 Blankenship Rd., Suite 370
West Linn, OR 97068
Estate Planning, Elder and Probate
University of Denver
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...
Andrew Ginis
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Andrew Ginis
Portland, OR Estate Planning Attorney with 10 years of experience
(503) 641-6262 10300 SW Greenburg Rd.
Ste. 500
Portland, OR 97223
Estate Planning and Tax
University of Washington School of Law and Lewis & Clark Law School
Tax with emphasis in business and estate planning contexts, estate planning, trust and estate administration.
Curtis Jeffrey Abbott
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Curtis Jeffrey Abbott
West Linn, OR Estate Planning Lawyer with 36 years of experience
(503) 723-0374 4891 Willamette Falls Dr
West Linn, OR 97068
Estate Planning, Business, Real Estate and Tax
Willamette University College of Law
Timothy J O'Donnell
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Timothy J O'Donnell
Milwaukie, OR Estate Planning Lawyer with 12 years of 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.
Sam Friedenberg
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Sam Friedenberg
Portland, OR Estate Planning Attorney with 35 years of 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...
Bradley Schrock
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Bradley Schrock
Beaverton, OR Estate Planning Attorney with 33 years of 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.
Richard Noble
Claimed Lawyer Profile
Richard Noble
West Linn, OR Estate Planning Lawyer
2875 Marylhurst Dr
West Linn, OR 97068
Free ConsultationEstate Planning, Elder and Probate
Wendell L. Belknap
Claimed Lawyer Profile
Wendell L. Belknap
Oregon City, OR Estate Planning Lawyer with 35 years of experience
(503) 657-8946 411 5th St.
Oregon City, OR 97045
Estate Planning, Business, Divorce and Family
Lewis & Clark Law School
Heather Unger
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Heather Unger
Portland, OR Estate Planning Attorney
(503) 227-0200 9320 Southwest Barbur Blvd
#160
Portland, OR 97219
Estate Planning, Divorce and Family
University of Oregon School of Law
Michael Scott Evans
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Michael Scott Evans
Tigard, OR Estate Planning Attorney with 35 years of 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.
Rodney Grafe
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Rodney Grafe
Portland, OR Estate Planning Attorney with 39 years of 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
Adam Famulary
Claimed Lawyer Profile
Adam Famulary
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...
Tim Nay
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Tim Nay
Portland, OR Estate Planning Attorney with 36 years of experience
(503) 245-0894 6500 SW Macadam Ave.
Suite 300
Portland, OR 97239
Estate Planning and Elder
Willamette University
Tim has combined decades of clinical social work experience and legal expertise to develop an insightful, innovative and people-friendly approach to assisting his clients. He is the founding President of the National Academy of Elder Law Attorneys and was recognized in 1992 as a Fellow of the Academy. Tim is a past President of the Oregon Gerontological Association, past Chair and founding member of the Elder Law Section of the Oregon State Bar and past President of the Oregon Chapter of the Alzheimer's Association. He is past Chair, Amicus Brief Committee-National Academy of Elder Law Attorneys (2003-2006) and also a member...
Tamara Maher
Claimed Lawyer Profile
Tamara Maher
Beaverton, OR Estate Planning Attorney with 29 years of 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
Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Tualatin 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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