Oak Grove Estate Planning Lawyers

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...

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...

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...

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...

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...

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

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...

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...

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...

Born and raised in Clackamas County, attended Law School in San Francisco, came back to Oregon in 2012. Father of two boys. My practice is primarily civil litigation with an emphasis on real estate. I also handle personal injury actions, estate planning and probate, and landlord-tenant law.

Darin practices in the areas of estate planning, elder law, Medicaid, special needs planning, probate, estate tax planning, and trust administration. He is a member of the Oregon State Bar Estate Planning and Administration and Elder Law sections, the Multnomah Bar Association, and the Elder Law Section Executive Committee.

Darin Dooley enjoys helping people plan for their future, including the prospect of declining health. Darin understands how emotionally difficult the process can be and he wants his clients to feel good about their planning and confident that their wishes will be carried out effectively. Before becoming an attorney, Darin...

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...

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.

Estate planning and probate attorney Julia Rice provides highly personalized and expert legal counsel on wills, trusts, and probates. Julia also specializes in advanced tax planning strategies and preparation of estate tax returns. With her caring approach, Julia settles estates of all sizes throughout Oregon. Her clients appreciate her attention to detail, patience, and genuine compassion. Julia has received advanced education in areas that matter to her clients. In addition to her law degree, she earned an advanced degree (an L.L.M) in tax law from Villanova University. Julia uses her tax knowledge and training to help clients achieve their estate planning goals...

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.

Sam began his legal career auditing court guardianships, conservatorships and probate estates in Multnomah County Circuit Court. He joined the firm in 1987 to focus on those issues, long-term care cost planning (including Medicaid) and to advise on trust and estate administration. Currently he also has many clients for estate planning and inheritance/estate tax advice. Sam is one of the original members of the National Academy of Elder Law Attorneys. Sam has always devoted a lot of time to public policy issues. Sam has served on committees that drafted the guardianship and conservatorship statutes, drafted the probate accounting rules, prepared the...

Josh earned his J.D. from Willamette University College of Law in Salem, and was admitted to practice the same year in Oregon. Previously, Josh was an editor for the Willamette Journal of International Law & Dispute Resolution, and clerked for the Clackamas County District Attorney’s Office. Before law school, Josh gained experience in the real-estate industry, including mortgages, title insurance, and finance. ?Originally from Michigan in the Midwest, Josh is now proud to call Oregon home where he enjoys fly fishing, horsemanship, and camping. Josh is also a fine arts and music enthusiast.

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...

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.

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...

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...

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 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...

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...

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...

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.