About Us
Your Trusted Estate Planning Advisor: Over a Decade of Experience
Over the past 10 years, Joe has helped individual and business clients with a wide variety of estate planning matters, from the core planning tools like Wills and Revocable Trusts, to the use of LLCs and more complex business succession planning and irrevocable trusts. Whatever your estate planning needs, we can help.
Our Story
With over a decade of experience as an estate planning attorney, I began my career at a traditional law firm before honing my expertise at Oregon’s most prominent boutique estate planning firm, eventually founding my own practice to serve clients more directly.
I craft everything from foundational documents like wills, revocable trusts, and powers of attorney to sophisticated strategies involving lifetime gifting, irrevocable trusts, business succession planning, asset protection, and tax minimization—always tailoring solutions to your unique needs and making complex estate planning approachable for everyone, wherever you are in life.
Outside the office, you’ll find me trail running in Forest Park or training my energetic dog, Otis.
