Estate Planning Attorney Portland Oregon

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

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Experienced Representation in Administering Portland Estates

Jonathan Mishkin is an estate planning attorney with offices throughout Oregon including in Portland, Bend, and West Linn. He has over 22+ years of experience and can help you structure your affairs so that you can avoid probate where possible.

Mr. Mishkin employs irrevocable partnerships/LLCs, trusts, charitable entities, and partnerships/LLCs to maximize income and reduce the client's tax burden. He allows clients to choose when they want to transfer control of their assets to the next generations.

Mr. Mishkin's regular Portland clients come from a range of surrounding areas including Vancouver, Hillsboro, Beaverton, and Tigard.

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

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Probate and Trust/Estate Litigation in Portland

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 can be a difficult process. Beneficiaries can disagree on the amount and distribution of assets during probate administration. These issues are often among family members and emotions can rise to the surface, making a difficult situation even more complicated. It is better to deal with probate and administration issues promptly to save time, costs, and in some instances, family relationships.

Our firm represents beneficiaries, executors, and trustees with counsel and advice in relation to estate disputes and litigation.

Elder Law and Estate Planning Portland

As family members age, it's important to understand their wishes for the future and have these documented in accordance with the law. Assets that are held by an elderly or disabled client should be protected in the event of their death. They may also need medical care. These two issues require planning around how to fund medical care and what type of trust or conservatorship to use.

We know how difficult it can be to plan for long-term care, not to mention qualifying for Medicaid. We can help you complete and submit your applications, handle any appeals or hearings, and ensure that our clients remain eligible for Medicaid.

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Guardianship/Conservatorship in Portland, 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 grant that authority to another person, making them the conservator or guardian.

Guardianship allows the guardian to take over and manage the physical care and custody of a person. 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 health interests.

Revocable Living Trusts and Wills in Portland

These documents are separate, but only one of them is required to be the foundation for an estate plan.

A Will is a document that designates an executor to handle the estate of a deceased client. This will allow for the distribution of assets and the appointment of guardians for minor children. It also allows for funeral arrangements to be directed.

A revocable life trust acts as a private contract agreement that specifies the rules of a client regarding assets to be used for the benefit of heirs or other beneficiaries. These trusts are particularly useful for those who reach a certain age or have a medical condition that requires assistance with finances.

A revocable living trust or living will eliminate probate. This will allow the person who manages the estate to save both money and time.

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Digital Assets Estate Planning in Portland, OR

Many of our Portland clients have their personal and business data stored electronically due to rapid technological advancements over the past few decades. Digital assets include photos, documents, and social media histories, as well as digital assets such as photos and documents that you upload online.

Although many people may not think of these as assets, they can be important for financial or emotional reasons. 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 Portland

With over 50% of marriages ending in divorce, blended families have become much more common in recent times. Remarried spouses can bring children from past relationships into their marriage, which could complicate estate planning.

Every family, even every blended family, 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 both. J Mishkin Law understands the complexities of such decisions and can help you consider all options to make the right decision for your family.

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Estate Planning for Same-Sex Couples in Portland, Oregon

Oregon has recognized same-sex marriage since 2014. The concept, however, is still relatively new in the United States. Couples in domestic partnerships that aren't legally married can still enjoy the benefits at the state, but not necessarily at the federal level.

This can lead to complications in the estate planning process. In circumstances such as where a person dies without an estate plan in place, the surviving spouse may be ineligible to receive any inheritance. In such cases, assets will be given to the deceased's family members, which may not be according to 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

J Mishkin Law has many clients who are small-business owners in Portland. 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.

Every sole proprietorship should have an exit strategy in place for any eventuality. Business planning involves naming a successor and creating a training program. If the time comes, you will need to put your successor in place.

In order to create a buyout/buy-sell agreement for partnership companies, you must consider details such as who can purchase shares, who has to be bought out, and what is the trigger for a buyout

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Charitable Planning in Portland

If you regularly give to charity, you may wish to consider charitable planning in your estate plan. Charitable trusts have tax benefits that can be significant. J Mishkin Law has experience in helping our clients organize charitable gifts of all sizes. 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.

Private foundations may also be an option for larger estates. These are beneficial for clients who want to retain control over their affairs while still receiving favorable income tax charitable deductions.

International Estate Planning in Portland, 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 impact of international planning on taxes, assets, liabilities, and other tax implications.

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Contact an Estate Planning Attorney in Portland Today

Affluent families can see their wealth decline by as much as 50% without effective estate planning. The federal estate taxes that are imposed on surviving spouses when they die could cause significant financial hardship. Additionally, states may take more estate taxes. It is worse to note that income and estate taxes combined can increase by 75% for certain types of wealth such as IRAs and pretax 401(k) plans. As a result, children and other beneficiaries might receive less than half of the family wealth.

Mr. Mishkin is an estate planning lawyer located in Portland who helps clients create plans that maximize every tax code benefit and work hard to understand their unique goals and legal needs. He can help you make the right decisions by listening to all your goals and objectives. You create your own estate plans that will fully satisfy both you 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 quality legal representation. Mr. Mishkin can assist you at any time and place you require him. He will provide post-mortem planning services and timely documents. Mishkin honors the past while planning for the future by providing reliable 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.