Monroe Estate Planning Lawyers

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...

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 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...

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.

Conveniently Located
near the intersection of
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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 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...

Alan has been practicing law for 25+ years. He focuses on tax, estate planning, and business law. He has worked in both private practice and in association with established law firms. Before becoming a lawyer, Alan owned and operated several businesses. When handling his cases, he draws from his hands-on experience as an entrepreneur, providing valuable insight on real estate, business law, wealth management, and more. Alan received his law degree from Western State University College of Law in Fullerton, CA and his Master of Science degree in Taxation from Golden State University in San Francisco, CA.

I handle civil litigation, business, real estate, and fiduciary litigation matters. For litigation matters, my focus is Oregon state court, although I also appear in Oregon Federal District Court. I am well-versed in all phases of litigation and comfortable taking a case to trial. Given the risk and expense of litigation, many cases settle before trial. I have participated in numerous mediations and judicial settlement conferences. However, sometimes settlement does not make sense and a client needs their day in court. I thoroughly enjoy the challenges and complexities that trial brings and feel at ease...

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...

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...

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.

Jessica values the preservation of familial relationships for the sake of family unity and ensuring simplicity in future dispute resolutions. She understands that each family is different, and is committed to working toward solutions that best fit the needs of you and your family.

Michael’s practice emphasizes estate planning, estate administration, guardianships and conservatorships, long-term care planning, and special needs trusts.

Prior to attending law school, Michael gained experience working with seniors and people with disabilities while earning a master’s degree in social work. During law school, he added a financial perspective to his background working as a securities broker for Charles Schwab, Inc. Upon graduation, Michael clerked for the Honorable C. Jean Stewart, Judge of the Denver Probate Court. As an attorney, Michael draws on his background, representing seniors, people with disabilities, and their families on a range of planning, administration, and crisis-management issues.

Michael...

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...

Nothing makes me happier than to help clients through a complicated legal issue and have them come out the other side ready to move on with their lives. Whether you are going through a probate, guardianship, adoption, need an estate plan, or starting a business, I can help you through the process. As a sole practitioner I like to work closely with my clients. Your legal issues are important to me and I want to be accessible. I am also Of Counsel with the Harris Law Firm and can tap into a team of outstanding attorneys that can...

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.

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.

College Degree in Education, emphasis in science, from Humboldt State University in 1976. While attending Humboldt State University, Larry Gray started and managed a successful family business. This business experience laid the foundation for Larry's appreciation of the interplay of the law, business, and personal finance. Law Degree from Northwest School of Law, Lewis & Clark in 1980. Passed the Oregon State Bar in 1980 Started private practice in Newberg, Oregon immediately after passing the Oregon State Bar. Over the last 30 years, Larry Gray has helped many families and individuals with a broad range...

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...

I am the President of Hillsboro Law Group PC, an Oregon law firm dedicated to helping clients find long-term solutions to difficult legal issues. My practice focuses on family law and wills, trusts, and estates.

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...

Masters in Taxation, New York University School of Law

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...

Specialties: Divorce, Custody, Wills and Trusts, Criminal Defense
I am a domestic relations and criminal defense practitioner with 32 years of experience. I have expertise in these areas, staying current on all new legal developments and advancements in complimentary fields such as psychology, child development, and other scientific realms. I represent clients in every area of family law, divorce, child custody and support. I also represent clients on all types of criminal charges and have experience in successful resolution, and trials for murder and attempted murder charges, and other major felonies, such as commercial drug offenses and sex offenses. ...

Samuel Hayden's practice focuses on the areas of estate planning, personal bankruptcy and criminal law. Prior to co-founding Hayden Bonucci, LLC, Sam accepted a clerkship with the Honorable Marilyn Litzenberger, in Multnomah County Circuit Court. During his time at the courthouse, Sam worked on matters ranging from small criminal proceedings to complex civil cases. Sam received his law degree from Lewis and Clark Law School. Prior to graduating, he received honors as a Best Oral Advocate and for his Pro Bono work. Sam also worked at the schools legal clinic helping low income clients deal with a variety of legal issues...

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.

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...

Ms. Kirkendall offers caring legal expertise in a practice that includes adoption, elder law, estate planning and probate. She specializes in the areas of probate, wills, trusts, estate planning, guardianship and conservatorship, and adoption. A graduate of the Northwestern School of Law of Lewis and Clark College, Ms. Kirkendall is a volunteer with OASIS and Legal Aid Services for Seniors, serves as a volunteer judge with the Tigard Police Department Peer Court, and is a member of the Oregon State Bar Standing Committee on Adoption.

Tim has combined decades of clinical social work experience and legal expertise to develop an insightful, innovative and people-friendly approach to assisting his clients. He is the founding President of the National Academy of Elder Law Attorneys and was recognized in 1992 as a Fellow of the Academy. Tim is a past President of the Oregon Gerontological Association, past Chair and founding member of the Elder Law Section of the Oregon State Bar and past President of the Oregon Chapter of the Alzheimer's Association. He is past Chair, Amicus Brief Committee-National Academy of Elder Law Attorneys (2003-2006) and also a member...

Garvin comes to the firm having worked as an attorney for the Legal Aid Services of Oregon. In addition to his wealth of litigation experience, he has expertise in the areas of guardianships, conservatorships and Medicaid planning. He has extensive experience representing victims of elder abuse, advocating for the rights of seniors who reside in care facilities and assisting seniors with consumer problems. Garvin has frequently spoken about elder law topics, giving presentations to audiences in nursing homes, to community organizations and through broadcasts on local television and radio programs. He is a past member of the Executive Committee of the...

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

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...