Jefferson County Estate Planning Lawyers

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...

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...

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.

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

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...

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...

I was raised near McMinnville and am a 5th generation Oregonian. I completed my bachelor’s degree in agricultural business management at Oregon State University. Upon graduating I moved home to join my family’s vineyard management and winemaking business, and start my own business, a tavern in downtown McMinnville.

During my experience working for my family’s company, I partnered with my parents and siblings through difficult business decisions. This led to an interest in the legal profession and eventually the decision to go to law school. I graduated from Willamette University College of Law cum laude. I also completed the estate planning...

Sean was raised in the Portland area then attended college at Gonzaga University in Spokane, Washington, where he met his wife Danielle. After college, Sean worked for Enterprise Rent A Car in Spokane and Coeur D’Alene. Managing the various aspects of contracts inspired Sean to seek a law degree. He moved back to the Portland area to attend Willamette University College of Law. There, Sean was an Associate Editor of the Law Review, received a certificate in dispute resolution and graduated with honors.

Prior to moving to Redmond in 2013, Sean worked for the Marion...

Joel Geelan has extensive experience representing clients in areas of estate planning, including wills, trusts, power of attorney, and advanced healthcare directives. In his work with family law clients, Joel handles divorce, custody, parenting time, child and spousal support, high asset division, move-away cases, grandparent and co-parent third party rights, and DHS-involved cases. He has litigated and settled numerous matters in each area. He specializes in resolving cases involving children and complex financial issues, such as valuing and dividing businesses, real estate, investments, and retirement accounts. Joel understands the complexities of family relationships. He endeavors to be an educator for...

Katie is a shareholder at Hurley Re, P.C. practicing in the areas of Estate Planning & Administration, Probate, Guardianships and Conservatorships, and Elder Law. Prior to joining Hurley Re, she spent seven years as a Deschutes County deputy district attorney and two years practicing civil litigation, business law, and municipal law. During her time at the district attorney’s office, Katie led the Deschutes County Senior and Disabled Adult Multidisciplinary Team. Katie attended Mountain View High School in Bend, and went on to receive her B.A. in International Studies from Johns Hopkins University, and her J.D. from University of Denver, Sturm College...

Professional Experience: Fred has over a decade of legal experience. After passing the bar in 2007, he clerked for Judge Herndon in Clackamas County Circuit Court. Fred moved to Bend and joined Stahancyk, Kent & Hook in 2010 and in 2019 was elected a shareholder with the firm. In 2024 he joined Phillips Traylor Myers Goodin & Schroeder as a partner. Professional Activities: Fred is an active member of the Oregon State Bar, the Deschutes County Bar Association, and the Jefferson/Crook County Bar Association. Community Involvement: Fred has been an active volunteer in the community coaching youth sports and...

Joshua M. Hood focuses his practice in probate and trust litigation, estate planning and probate and trust administration. Josh represents heirs, beneficiaries, trustees and personal representatives in a wide array of contested matters, including testamentary and contractual capacity, undue influence, fraud, duress and breach of fiduciary duties.

I have provided quality representation for my clients since I was admitted to practice law in 2006. I began my career by assisting a senior judge behind the bench. This gave me invaluable insight into how I wanted to practice law. I then litigated as a criminal defense attorney for the first few years of my practice. This gave me ample experience as a trial attorney. For the past several years, I have practiced in the areas of Family Law and Estate Planning, which has provided me the tools I need to help resolve conflicts, mediate, or go to trial,...

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.

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...

I grew up in Tualatin with a giant family, one biological brother and numerous informally adopted siblings, aunts, uncles, etc. I earned a BS at Western Oregon University and both a law degree and a Certificate in Dispute Resolution right here at Willamette University College of Law. If the academics matter to you, I was named outstanding Male Graduate of the class of 2009 at WOU and was ranked 8th in the class of 2012 at WUCL. I’m looking to help others who, like so many of my informal siblings, have problematic biological or marital families and need to make sure...

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...

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...

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...

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 grew up in Tacoma, Washington with her mom, three brothers and a village of aunts and uncles. Lauren learned at an early age that hard work and creative solutions can allow you to overcome seemingly insurmountable obstacles. Lauren realized early on that she would need to find her own way to pay for college, so by her senior year, she had secured a full-ride music scholarship to a four-year university, and performed in Carnegie Hall as the principal bassoonist in the Tacoma Youth Symphony. Lauren entered law school with lofty ambitions of bringing international war criminals to justice, but...

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...

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...

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

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...

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...

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...

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.

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

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.

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...

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.