Estate Planning Attorney La Pine, OR

estate planning oregon

Jonathan Mishkin works as an estate planning attorney in Oregon. He has offices in Portland, Bend, and West Linn. With over 20 years of experience, he can work with you to structure your affairs to reduce exposure to the imposition of the estate tax and avoidance of 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 provides the following services for estate planning:

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Probate and Trust/Estate Litigation in La Pine, OR

Probate proceedings may be necessary to settle the estate of a deceased person. The Will is the document that guides probate and expresses the wishes of the deceased.

This is not always an easy process. Beneficiaries can disagree on the amount and distribution of assets during probate administration. Because these issues are usually among family members, emotions can be strong and make it even more difficult. It is best to resolve probate and administration issues as early as possible to save time, cost, and in some cases, 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 La Pine, OR

It is important for aging family members to be able to articulate their future wishes and have them documented according the law. If an elderly or unwell client becomes incapacitated, any assets they have will need to be protected. They will also require medical care. Both these will require planning as to which type of conservatorship or trust is best, how to cover medical costs, and the creation of networks that can provide quality and competent care.

We understand how planning for long-term care and the processes behind qualifying for Medicaid can be daunting. We can help with the application process, including handling appeals and hearings, and ensuring our clients continue to qualify for Medicaid.

Elder Law and Estate Planning
Guardianship & Conservatorship

Guardianship/Conservatorship La Pine, OR

Individuals who become mentally or physically disabled may not be able manage their financial and personal affairs. In such cases, the court can give that authority to another person, making them the person's guardian or conservator.

In the case of guardianship, this enables the guardian to manage and control a person's physical care and custody. However, a conservator is responsible for the financial affairs of the person. 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 La Pine, OR

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

A Will is a document which appoints an executor who will represent the estate of the deceased client before probate court. This allows for the distribution and appointment of guardians for minors, as well as the management of funeral arrangements.

A revocable living trust acts as a private, contractual agreement that details the rules a client has regarding their assets to be held for the benefit or heirs and other beneficiaries. These are especially useful in cases where reaches a certain age or develops a medical condition that mandates assistance with finances. Revocable living trusts can be used to avoid probate and allow the estate administrator to save time as well as money.

estate planning family
Digital Assets Estate Planning

Digital Assets Estate Planning near La Pine, 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 things like photos you have uploaded online, social media histories, and documents in online storage services.

While many people do not consider these assets, they can be important financially, emotionally, or both. 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 near La Pine, OR

Blended families are becoming more popular in recent years, with over half of all marriages ending in divorce. When one or both remarried spouses brought children from previous relationships into the marriage, this can complicate estate planning for such families.

Every family, and every blended family, are different. Both spouses must consider how to divide their estate. It can be divided among their biological children, stepchildren or a combination of them. J Mishkin Law can help you understand the complex issues behind such decisions.

Planning for Blended Families
Estate Planning for Same-Sex Couples

Estate Planning for Same-Sex Couples La Pine, OR

Oregon has recognized same-sex marriage since 2014. The concept, however, is still relatively new in the United States. If a couple is not legally married but lives in a domestic partnership, they may be eligible for the state's rights, but not necessarily the federal.

This can create problems in estate planning. If a person dies with no estate plan, the spouse who survives may not be eligible for any inheritance. These cases will see the assets being passed on to the deceased's relatives. This may not be in line with the person's 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 La Pine, OR

Many of our clients at J Mishkin Law are small business owners. No matter the size of your business, you should have a plan to protect it in case the owner passes away, becomes disabled or retires.

Every sole proprietorship should have an exit strategy in place for any eventuality. This includes creating a plan for training, choosing a successor, and setting up a process to place your successor if needed.

In order to create a buyout/buy-sell agreement for partnership companies, which details information such a who can purchase shares, who has to be bought out, what is the trigger for a buyout.

Business Succession Planning
Charitable Planning

Charitable Planning near La Pine, OR

If you regularly give to charity, you may wish to consider charitable planning in your estate plan. 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.

A private foundation may be an option for clients with large estates that intend to leave a part of their estate to charity. 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 La Pine, OR

Some countries may not recognize wills made in the United States, depending on their laws. 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, we take your individual circumstances and look at them through a multi-jurisdictional lens. J Miskin Law understands the impact of international estate planning on taxes, assets, liabilities, and other tax implications.

International Estate Planning

Contact a La Pine, OR Estate Planning Attorney Today

Affluent families may lose almost 50% of their wealth if they don't plan for estate tax. Federal estate taxes are levied on the estates of surviving spouses. States also take 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.

Mr. Mishkin, estate lawyer, designs plans to maximize tax code benefits while focusing on your specific objectives. By closely listening to your specific perspectives, goals and needs, he can counsel you on the best decisions with suitable recommendations. Together, you will create a plan that is fully satisfying for you both and your family.

Meanwhile, he provides generational planning for your family's wealth to be optimally retained and administered to future 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 can assist you at any time and place you require him. He will provide post-mortem planning services and timely documents. Mishkin will respect the past while making plans for the future with a reliable and professional estate administration.

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.