Dundee Estate Planning Lawyers

Estate planning and probate attorney Julia Rice provides highly personalized and expert legal counsel on wills, trusts, and probates. Julia also specializes in advanced tax planning strategies and preparation of estate tax returns. With her caring approach, Julia settles estates of all sizes throughout Oregon. Her clients appreciate her attention to detail, patience, and genuine compassion. Julia has received advanced education in areas that matter to her clients. In addition to her law degree, she earned an advanced degree (an L.L.M) in tax law from Villanova University. Julia uses her tax knowledge and training to help clients achieve their estate planning goals...

After obtaining an MBA I worked for eight years in various aspects of commercial real estate including syndication analysis, consulting, brokerage and appraisals. I have been practicing law since 1992. I clerked for the Oregon Department of Justice during my 2nd and 3rd year of law school. My law practice involves assisting local businesses with legal/financial problems, working with Oregon consumers whose needs are best resolved through the legal system, and assisting families with the administration of probate estates. I am currently a member of the Oregon Trial Lawyers Association, the National Association of Consumer Bankruptcy Attorneys and the National Association...

I’m a partner with Fitzwater Law and have practiced with this firm for 22 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. ...

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.

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...

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...

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...

We help families and business owners plan for now and the future. This is done through estate planning and business planning. Our process is to educate clients about opportunities - and problems - they or their family may encounter down the road. Next, we help them identify their priorities and goals, and then develop a plan to accomplish those goals. This sometimes involves using advanced legal structures and techniques, but we 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...

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...

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...

Focused practice in high asset and complex divorce and custody issues.

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...

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...

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

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.

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...

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...

J.D. University of Oregon Law School 2013 - Statement of Completion in the Estate Planning Program

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...

Heidi was born and raised in the Pacific Northwest, coming from a family who has lived in the Pacific Northwest for four generations. Prior to law school, Heidi worked for five years as a victim’s advocate for survivors of sexual and domestic violence. Her love of collaborating with clients to achieve a goal of safety for their future, stems from this work. Heidi is a graduate of Willamette University College of Law, where she received her Doctor of Jurisprudence. During her time in law school, she discovered her love for the area of estate planning, spending a year in a half in...

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...

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...

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.

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...

Mr. Kane grew up in Oregon and obtained his bachelor's degree in Economics from Portland State University in 1991. He went on to earn his Juris Doctorate degree from Northwestern School of Law at Lewis & Clark College in 1994 and became a member of the Oregon State Bar in 1995. He is admitted to practice in both state and federal courts in the State of Oregon. Mr. Kane has always focused on helping "the little guy" and has represented hundreds of individuals and small businesses in many areas of the law in both state and federal courts, including...

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.

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.

Firm Founder/Managing Attorney. Randal attended Portland’s Wilson High School before heading to California for college and then New York for law school. He was lured back to Portland in 1991 to work for a large, regional law firm. Thereafter, he started his own practice in Portland, OR. Randal offers significant trial experience and has represented a variety of businesses in most industries. Randal oversees all firm matters and focuses primarily on business representation and litigation