Portland Tax & Estate Planning Attorneys
Strategic planning services to protect your assets and preserve your long-term goals.
Ready to discuss your matter? Our attorneys are here to help.
Schedule Your Free Case EvaluationWe provide a broad range of estate and wealth-transfer services, including wills and trusts, tax planning for high-net-worth individuals and taxable estates, business reorganizations for succession planning, probate and trust administration, estate tax returns, and probate litigation.
Our tax planning services include business and transaction planning, corporate reorganizations, like-kind exchanges, and tax planning for trusts, estates, and marital dissolutions. We also represent clients in tax controversies before federal and Oregon agencies and courts.
Common Challenges We Solve
- ✓ Without a clear estate plan, your assets may pass in ways you never intended, and your family could face an avoidable and stressful probate process.
- ✓ Business owners approaching retirement need succession plans that minimize tax exposure and protect the value they have built.
- ✓ High-net-worth individuals require proactive strategies to reduce estate and income tax liabilities before they arise.
Why Clients Trust EOP Law
Deep Experience
Our attorneys bring decades of experience helping Portland businesses and individuals navigate complex legal matters.
Boutique Service
You'll work directly with experienced attorneys who know your goals and provide personalized guidance.
Trusted Relationships
We're known for our approachable, responsive style and commitment to building lasting client relationships.
Frequently Asked Questions
- Do I need a trust or is a will enough?
- It depends on your estate size, family circumstances, and privacy preferences. A will goes through probate; a revocable living trust can avoid it. We help you choose the right structure for your goals.
- What happens if I die without an estate plan in Oregon?
- Your assets are distributed under Oregon's intestacy laws, which may not reflect your wishes, and the probate process can be lengthy and costly for your heirs.
- How can I reduce estate taxes?
- Strategies include irrevocable trusts, annual gifting programs, charitable planning, and family limited partnerships. We tailor a plan based on your asset profile and family goals.
- Can you help with business succession planning?
- Yes. We advise on buy-sell agreements, ownership transfers, valuation discounts, and tax-efficient structures to ensure a smooth transition.