Estate Planning Attorney Bend, OR

One of Bend’s leading estate planning attorneys, providing representation according to each client’s unique situation

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The Estate Planning Team You Need to Get Estate Plans in Order

Jonathan Mishkin is an estate planning lawyer with offices in Portland, Bend and West Linn. His 22+ years of experience will help you organize your affairs to minimize exposure to estate tax and avoid probate.

Mr. Mishkin uses revocable and irrevocable trusts and partnerships/LLCs as well as charitable entities to maximize available income and estate tax benefits in order to lower the client's tax burden. He does this while offering the client the ability to select the appropriate time to cede control over assets to the next generation.

Mr. Mishkin's regular Bend clients come from a range of surrounding areas including Tumalo, Deschutes, Redmond, Three Rivers, and La Pine.

The Law Office of Jonathan D Mishkin offers the following estate planning services:

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Probate and Trust/Estate Litigation in Bend, OR

A probate proceeding may be necessary in order to deal with the affairs of the deceased following a death. The Will, which reflects the wishes of the deceased, acts as a guideline in probate.

This can be a difficult process. Beneficiaries might disagree about the asset value or distribution of the assets during the probate and trust administration periods, such as retirement assets and life insurance benefits. Emotions can become a problem when these issues are among family members. It is important to resolve probate or administration issues quickly to avoid cost and time and, in some cases, to preserve familial relationships.

Our estate planning lawyers represent beneficiaries, executors, and trustees with counsel and advice in relation to disputes and litigation as a part of probate law.

Elder Law and Estate Planning in Bend, OR

As family members age it is crucial to fully understand their future plans and make sure they are documented in compliance with the law. Assets and personal property that are held by an elderly or disabled client should be protected in the event of their death. They will also require medical care. These two issues require planning around how to fund medical care, how to best uphold health care directives, and what type of trust or conservatorship to use.

We understand the difficulty of planning for long-term health care and the daunting nature of qualifying for Medicaid. We can assist with completing and submitting applications, handling any hearings and appeals, and ensuring our clients continue to qualify for Medicaid.

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Guardianship/Conservatorship in Bend, OR

Individuals who become mentally or physically disabled may not be able to manage their financial and personal affairs. In such cases, the court can make another person the guardian or conservator.

This allows the guardian the power to manage and control the person's custody and physical care. However, the conservator is responsible to manage the person's finances. We recognize that the appointment of both of these people is an emotional time for everyone involved. We work with you to reach the ultimate goal, which is to secure the person's financial and/or medical needs.

Revocable Living Trusts and Wills in Bend, OR

These are two separate documents, and only one is needed to serve as the foundation of an estate plan.

A Will is a document that names an executor to manage the estate of the client who is deceased. This allows for the distribution and appointment of guardians for minors and the management of funeral arrangements.

A revocable living trust (also known as a living will) acts as a private, contractual agreement that details the rules a client has regarding their assets to be held for the benefit of heirs and other beneficiaries. These trusts are very useful when a client is approaching a certain age, or has a medical condition requiring assistance with their finances. A revocable living Trust will remove the need to probate. It will also allow the person handling the estate to save money while also saving time.

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Digital Assets Estate Planning in Bend, OR

Many clients' businesses and personal information are stored electronically thanks to the rapid advances in technology over the past decade. Digital assets include photos, documents, and social media histories, as well as digital assets such as photos and documents that you upload online.

Many people overlook these assets. However, they can be very important, both financially and emotionally. Having a digital asset estate plan addresses the management and distribution of such digital assets to reduce the risk of additional administrative burdens while preserving your sentimental documents and images.

Planning for Blended Families in Bend, OR

Blended families are becoming more popular in recent years, with over half of all marriages ending in divorce. The estate planning process can be complicated for blended families when one or both of the remarried spouses has brought in children from previous relationships.

Every family, including blended families, is unique. Both spouses must consider how to divide their estate. It can be divided among their biological children, stepchildren or a combination of them. As a managing attorney, J Mishkin Law understands the intricacies behind such decisions and helps you to consider all of your options to make the best decision for you and your family.

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Estate Planning for Same-Sex Couples in Bend, OR

Oregon has recognized same-sex marriage since 2014. The concept, however, is still relatively new in the United States. Domestic partners who are not married legally can benefit from the rights of the state but not necessarily at a federal level.

This could cause problems when estate planning is concerned. In some events where one partner dies, the spouse who is left behind may not be entitled to any inheritance if there is no will in place. In these cases, the assets will be passed to the deceased's blood relatives, which may not be in accordance with that person's actual wishes. A comprehensive estate plan is required in these situations and many other circumstances, such as estate tax, funeral arrangements, and guardianship of any minor children.

Business Succession Planning in Bend, OR

Many of our clients at J Mishkin Law are small business owners. It doesn't matter how small or large a business may be, it is important to have a plan for the business in case the owner passes away, becomes disabled, or retires.

A succession plan should be prepared for sole proprietorships in the event of an unfortunate event. This includes choosing a successor, creating a training plan and establishing the process of putting your successor in position if necessary.

For partnership businesses, you can create a buyout or buy-sell agreement which details information such as who can buy shares, whether the partner must be bought out, and what can prompt a buyout.

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Charitable Planning in Bend, OR

If you regularly give to charity, you may wish to consider charitable planning in your estate plan. The tax benefits of charitable trusts are significant. J Mishkin Law has extensive experience helping clients to arrange for various sizes and types of charitable gifts. You have the option to change the charitable recipient at any point in time. Additionally, you can create an income stream that is similar to the annuity for a loved one.

Clients with large estates who intend to leave a portion of their estate to charity may also consider forming a private foundation. They can be very beneficial because the client has full control over the administration and is able to claim charitable income tax deductions.

International Estate Planning Bend, OR

Depending on the country and its laws, some countries may not recognize wills executed in other countries, such as the US. Many of our American clients have assets and beneficiaries across the world, whereas other clients may not be US citizens but have US affairs.

No matter what your situation is, we will take into consideration your unique circumstances and view them through a multijurisdictional lens. J Miskin law understands the implications of international estate planning, including their taxes, assets and liabilities.

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Contact an Estate Planning Attorney Bend, Oregon Today

An estate plan is essential for wealthy families. If a spouse dies, federal estate taxes can cause a family's wealth to drop by nearly 50 percent. State taxes take even more. Worse yet, income and estate taxes can add up to 75 percent to certain forms of wealth like IRAs or pretax 401(k) plans. As a result, children and other beneficiaries might receive less than half of the family wealth.

Bend estate planning lawyers like Mr. Mishkin will structure plans to benefit from every tax code nuance while working hard to understand your unique objectives. He can help you make the right decisions by listening to all your goals and objectives. Your plan will be able to satisfy both you and your family.

He also provides generational planning to ensure your family's wealth is preserved and passed on to the next generations. Own a business? He can ensure business continuity and value to your family, shareholders and employees, as well as customers.

It is hard enough to lose a loved one without the advice of reputable estate planning attorneys. Mr. Mishkin is available to help you whenever and wherever you need him. He can provide post-mortem planning as well as documents according to deadlines. For over a decade, Mishkin has been respecting the past while making plans for the future with a reliable and professional estate administration.

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Need estate planning information?

Get your Estate Planning FREE PDF download which teaches you
5 important reasons you need an estate plan.

Click on the download link below.