Walton Estate Planning Lawyers

After returning from Afghanistan, Michael E. Adams has re-opened his law firm in Sweet Home, Oregon. The primary focus is business, estate planning & real estate.

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. ...

Michael O’Brien’s practices focuses on discrete, customer-specific solutions for individuals and small business owners facing insolvency, bankruptcy or foreclosure problems. With an eye towards protection of the individual and his/her family and assets, he strives to plan for a soft touchdown at difficult time as opposed to a crash landing. Mr. O’Brien is a results oriented attorney who helps his clients obtain common sense, practical results to get them back on the track to prosperity. Michael O’Brien is one of only three attorneys in the state of Oregon who is certified as a Consumer Bankruptcy Specialist by the...

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...

Patricia grew up in Montana. She graduated with honors from the University of Montana with a Bachelor of Arts degree in Spanish. She worked for several years in California after graduating from college before returning to law school. She graduated magna cum laude from Willamette University College of Law in Salem, Oregon in 1993.

She clerked for the Honorable Edward Levy of the Ninth Circuit Court of Appeals from 1993-1994 in Portland, OR. Upon completing that one-year assignment, she moved to Bend, OR, to begin working for Merrill O'Sullivan. She was with that firm for nearly 12...

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.

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...

Natalie's practice consists of estate planning, real estate law, drafting and negotiating employment contracts as well as general contract negotiations, dispute resolution, establishing and maintaining corporations, LLCs and other business entities, representing clients in both restructuring and mergers, advising on regulatory compliance for her clients, providing guidance and legal support for her business clients' day-to-day operations, as well as trademark and copyright protection. Prior to making Oregon her home, Natalie practiced as a business transactional attorney in NYC for a number of years. She worked in the investment banking division of JPMorgan Chase Bank, N.A., and in the legal...

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.

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

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...

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...

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.

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...

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...

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...

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...

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...

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 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.

Raised in Brookings, Oregon, with degrees in Biology from Stanford and Cal State San Jose, law degree from Willamette University. Complex litigation, estate planning and administration, family and divorce law, real estate and business transactions. A team worker with clients, clients are kept informed and work closely with attorney in all phases. Prompt responses to phone and email communications.

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...

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...

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.

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

WYATT BAUM
Wyatt was raised in Eastern Oregon and has close ties to the community. He regularly attends public meetings to advise Councils and Boards. He assists public bodies solve their legal problems. He is committed to helping local businesses grow. He provides proactive advice to help businesses and public bodies avoid legal problems. He is a member of the Oregon City Attorneys Association, Oregon County Counsel Association, Oregon School Boards Association, and Oregon Family Lawyers Association. Wyatt is trained in dispute resolution and assists the public bodies he represents to accomplish their mission while avoiding needless controversy. He is...

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...

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...

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.

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,