Senior Counsel, Past President
CurrentWe are a 24 lawyer/ 50 employee firm off Kruse Way in Lake Oswego that focus on the needs of high net worth individuals and families who own businesses and real estate. Our firm handles their business, real estate, tax, estate planning and family law needs. As one of the founding shareholders, I have helped hundreds of business owners with a variety of issues including formation, financing, buying and selling businesses and estate and tax planning. In today's economy it is even more important to integrate business succcession planning with estate planning to ensure survival of the business, Also, many business owners plan to sell their business to help finance their retirement. There is a right way and a wrong way to accomplish these goals. Our firm can help you avoid the "rocks" and bring the ship safely to the dock. A large part of my practice is estate and business succession planning for business owners and high net worth individuals.
