Estate Planning Attorney Deschutes, OR

estate planning oregon

Jonathan Mishkin is an estate planning attorney with offices throughout Oregon 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. While doing this, he allows the client to choose the right time to hand over control of assets to the next generation.

A Will or Revocable Living Trust doesn't mitigate state taxes but can maximize privacy while reducing the time and cost for probate.

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

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Probate and Trust/Estate Litigation near Deschutes, OR

Following a death, probate proceeding may be required to sort out the person's affairs. The Will serves as the guideline for probate and outlines the person's wishes.

This can be a difficult process. Beneficiaries may have disagreements about the assets' value and distribution during probate or trust administration. 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 firm provides representation, counsel, and advice regarding disputes and litigation to trustees, beneficiaries, and executors.

Elder Law and Estate Planning near Deschutes, 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. If an elderly or unwell client becomes incapacitated, any assets they have will need to be protected. They may also need medical attention. These will require planning regarding the type of trust or conservatorship you want, how to pay for it, and making sure that there are adequate networks to ensure competent and high-quality care.

We understand that planning for long term care can be difficult and we are familiar with the process of qualifying for Medicaid. We can assist you with filling out and submitting your application, as well as handling any appeals and hearings, as well as remaining qualified for Medicaid.

Elder Law and Estate Planning Lawyer Portland
Guardianship & Conservatorship Lawyer Portland

Guardianship/Conservatorship near Deschutes, OR

A person may become mentally or physically disabled and cannot manage their financial or personal affairs. In such cases the court can make another person the guardian or conservator.

In the case of guardianship, this enables the guardian to manage and control a person's physical care and custody. A conservator, however, is responsible for managing the person's financial matters. We know that the appointment of either one or both of these conservators is an emotionally charged process. Therefore, we work together to achieve the ultimate goal of protecting the person's financial and medical needs.

Revocable Living Trusts and Wills Deschutes, OR

These documents are not one and the same, so only one document is needed for an estate plan.

A Will is a document that appoints an executor to represent the estate of the deceased client in probate court. This then allows for the distribution of assets, the appointment of guardians for minor children, and the direction of funeral arrangements.

A revocable living trust is a contract that outlines the rules the client has for assets to be held in their name. These trusts can be especially helpful in situations where the client reaches a certain stage of life or has a medical condition that requires assistance with finances. A revocable living trust will help to eliminate the need for probate, allowing the person managing the estate to save both time and money.

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Digital Assets Estate Planning

Digital Assets Estate Planning near Deschutes, OR

Many of our clients have their personal and business data stored electronically due to rapid technological advancements over the past few decades. Digital assets can include photos uploaded online, social media histories and documents stored in online storage.

These assets can be valuable financially, emotionally, and even both, though many people don't consider them. A digital asset estate plan is designed to manage and distribute digital assets. This will reduce administrative burdens and preserve your sentimental documents.

Planning for Blended Families Deschutes, OR

In recent years, blended families have been more common than ever with half of all marriages ending up in divorce. Remarried spouses can bring children from past relationships into their marriage which could complicate estate planning.

Every family, including every blended family, is different. Each spouse must decide where they want to share their estate. This could be among their biological children or a mix of stepchildren, biological children and their spouse. At J Mishkin Law we understand the intricacies behind such decisions, and help you to consider all of your options to make the best decision for you and your family.

Planning for Blended Families
Estate Planning for Same-Sex Couples

Estate Planning for Same-Sex Couples near Deschutes, OR

Same-sex marriage has been recognized in Oregon since 2014, but the concept overall is still a relatively new development within 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 can cause complications when it comes to estate planning. If a person dies with no estate plan, the spouse who survives may not be eligible for any inheritance. 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. An estate plan is vital in these cases, as well as for other reasons such estate tax, funeral arrangements, or guardianship of any children.

Business Succession Planning in Deschutes, OR

J Mishkin Law is often contacted by small-business owners. Whether a business is large or small, it's important to have a plan in place for the business in the case of the owner passing away, developing a disability, or retiring.

In the event of a death or other emergency, every sole proprietorship should have a succession plan. This includes creating a plan for training, choosing a successor, and setting up a process to place your successor if needed.

A buyout or buy-sell contract can be created for partnerships businesses. It details information such as who is allowed to buy shares, who must be bought out and what could trigger a buyout.

Business Succession Planning Portland
Charitable Planning

Charitable Planning near Deschutes, OR

If you regularly give to charity you might want to include charitable planning in your estate plans. We have extensive experience helping clients set up charitable trusts of any size or variety. Charitable trusts can provide significant tax advantages. You are free to alter the charitable recipient at will and you can also create an income stream that can be used to provide an annuity to a loved one.

If clients have larger estates and plan to leave some of it to charity, they might also want to consider 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 near Deschutes, OR

It depends on the laws of the country that executed the will. 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 your situation, no matter how complex it may seem, we can take your individual circumstances and consider them from a multi-jurisdictional angle. J Miskin law understands the implications of international estate planning, including their taxes, assets and liabilities.

International Estate Planning

Contact a Deschutes, OR Estate Planning Attorney Today

Without estate tax planning, an affluent family may see their wealth decrease by almost 50 percent due to federal estate taxes when a surviving spouse passes away and states take even more due to state estate taxes. Even worse, income taxes and estate taxes can be combined for 75 percent on certain wealth forms, including pretax 401(k) and IRAs. Consequentially, children and other beneficiaries may receive less than half of the family's wealth.

Estate lawyer Mr. Mishkin structures plans to benefit from every tax code nuance while working hard to understand your unique objectives. By closely listening to your specific perspectives, goals and needs, he can counsel you on the best decisions with suitable recommendations. In effect, you both develop your plan to fully satisfy you and your family.

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

Losing a loved one is hard enough without an estate planning attorney. Mr. Mishkin will help you wherever and whenever you need him. Through proper, reliable estate administration, Mr. Mishkin respectfully honors the past while preparing for the future.

Your Nearest Office

390 SW Columbia Street
Suite 120
Bend, OR 97702

Have Estate Planning Questions? Contact Us

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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.

estate-plan-optimized