The Bullivant Houser Bailey PC estate planning and administrative practice differs from other firms because, in addition to our estates and trusts expertise, we have the litigation and business resources to integrate into and complement our planning and administration work. Our West Coast presence also allows us to better serve our clients with planning issues in multiple states. The group has been structured so attorneys have complementary focus areas.
Our approach is to customize plans where clients are decision makers. We do not use a "one size fits all" plan, and we are always current on new legal developments and trends to provide the best available planning options in light of current law.
We have designated experts in the following areas:
- High net worth families/individuals
- Trust, probate and charitable entity administration
- Dispute resolution
- Cross-border
- Business succession planning
- Income, estate and business taxation
- Post-mortem planning
- Probate and trust litigation
When consulting with an attorney, consider the following issues:
- Do you have an estate plan? What does it contain?
- When was your estate plan last reviewed? Does your moderate estate avoid or limit estate taxes?
- Are you aware Oregon and Washington now have an inheritance tax? Have you taken steps to incorporate this into your planning?
- For business owners: If something happened to you today, would your business continue to provide income/support for your family?
- For investors entering into new business ventures: Would you like a portion of the "upside" to pass to or for the benefit of your children outside the reach of the estate tax?
- For clients with children: Have you reviewed options for planning for education or have you adopted an overall plan reflecting your philosophy and values?
- Have you moved from a "separate property" state such as Oregon to a "community property" state such as California, Nevada or Washington? Do you know how such a change will affect disposition of your property?
Download Estate Planning Team PDF (699KB)