Bringing brighter futures to aging adults and their children throughout Oregon.

 
“My grandfather, Federal Judge Gus J. Solomon, was my inspiration for pursuing the practice of law. He believed that lawyers should speak and write in plain English and not “legalese”. I agree and work hard to follow in his footsteps. ”

Estate Planning

There are a number of estate planning options to transfer your estate to your loved ones.  My goal is to customize an estate plan that will work for you and your family for years to come.  Together we will craft an estate plan that preserves your autonomy, reduces family conflict and transfers your estate according to your goals. I am able to meet with you remotely and walk you through each step of the estate planning process without the need for you to visit the office.

  • Wills

  • Trusts

  •  Advance Directives

  • Durable Powers of Attorney

  • Trust Modifications

  • Individualized beneficiary designation forms for life insurance policies and retirement accounts to ensure that assets with beneficiary designations are distributed according to your Will or Trust.

Estate Administration

Oregon has a number of laws that must be followed in administering a person’s estate either through the trust or probate administration process.  My goal is to assist you in administering the estate in a smooth and timely manner and guide you through the Oregon legal system.  I am able to meet with you remotely and walk you through the estate administration process.

Counsel for Agents Named Under Powers of Attorney
and Trustees

Many persons named agents under powers of attorney or trustees in trust documents are unaware of their duties under Oregon law.  I can assist you in navigating and complying with these laws. 

Irrevocable Trust Modifications

Sometimes, an Irrevocable Trust no longer fits the goals of the trustor and trust beneficiaries.  Under certain circumstances, Irrevocable Trusts can be modified.  I can assist you in determining when an irrevocable trust modification is appropriate. 

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Guardianships and Conservatorships

Autonomy to make decisions for ourselves is a fundamental right.  However, when a loved one is or becomes incapable to make decisions it may be necessary to obtain legal authority to make decisions for that person.  I can assist you in navigating the legal process necessary for setting up and maintaining a guardianship or conservatorship.