The practice of trust and estate law requires a demanding array of skills and abilities, and Tammi Caress' clients often need her most while in the midst of life’s most difficult emotional challenges: grieving the recent death of a loved one, being enmeshed in inter-family conflicts and disputes over family property; or ensuring that providing financial care to a child with life-long healthcare needs doesn't preclude access to vital federal benefits.At these and other difficult times, Tammi’s clients depend on her ability to design effective solutions to seemingly overwhelming challenges. Her detailed knowledge of trust and estate and tax law, as well as complex federal and state government regulations, assists Tammi in providing her clients with a variety of viable options suitable to their specific needs. Tammi advises clients on transferring wealth, inheritance taxes, protecting assets from divorce, meeting charitable-giving objectives, creating effective college savings plans, business entity formation or passing on family businesses to the next generation. She has extensive knowledge of special-needs and charitable trusts, and estate, gift, and generation- skipping transfer taxes. An animal lover, Tammi also assists clients in planning for their pets.The most vital and important element of her work, however, is creating and maintaining sensitive and long-term relationships with every one of her clients. “I am fortunate to be practicing law in a field that highlights those relationships,” she says. “I demonstrate my care to clients by providing each of them with the personalized, one-on-one attention required to best serve their overall estate planning goals.”Born in Portland, Oregon, Tammi grew up mostly in Washington State before going to Boston’s New England School of Law for her J.D. She later attended the University of Miami Law School for her LL.M., a legal masters in estate planning.
Listed skills include Management, Human Resources, Change Management, Talent Management, and 16 others.