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I am an attorney who works with all
aspects of estates. After several years in the United States Air
Force, I returned to my native Oregon in 1971 to attend law
school in
Eugene. In 1974, I began practicing law in Roseburg, Oregon with
three other attorneys. In the early 1990's my wife and I decided change our
residence to Albuquerque New Mexico. I now practice in Oregon and
New Mexico and am licensed in both states.
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I have been working with clients to solve
their estate, business, and real property ownership problems for
27 years. A large part of my practice has been drafting and
administration of wills and trusts. My practice also emphasizes
long term family planning and often involves larger estates
where split trusts, family limited partnerships, charitable
trusts, limited liability companies and other tax and probate
avoidance devices are needed.
My professional memberships include the New
Mexico Bar, the Oregon Bar, and the American Bar Association. I have
been an Optimist, Moose, Rotarian, and active in various service groups
throughout my career. My background includes Bachelor of Science,
Master of Science, and Doctor of Jurisprudence degrees. Since law
school, I have attended dozens of training sessions designed to improve
my skills as an attorney. In 1995, 1998 and again in 2002, I attended
the American Law Institute and American Bar Association advanced estate
planning training at the University of Wisconsin.
The transfer of wealth between generations is a complex subject and one
fraught with pitfalls and traps for the unwary. I strive to provide my
clients with legal advice that is
related to their circumstances,
reasonably priced, quickly available, and accurate. I have given planning seminars hosted by financial professionals, banks, Mercy
Medical Center and others several times a year and intend to continue
those seminars. In my opinion, financial advisors and CPA's should be
included in the planning process. I am willing to meet with new clients
at their financial advisor's or their accountant's office. I also make
house calls, as I find that it is often much better to meet new clients
in surroundings that are familiar to them, rather than in my office
after they have exhausted themselves to get there.
Clients are served directly by me, fees are charged at flat or hourly
rates under a published schedule. Clients are encouraged to discuss
fees and services to be rendered at the first appointment to make sure
that they understand what the charges are to be. Each client will
receive a letter confirming the charges and the scope of services to be
rendered.
References are furnished on request. |