Estate Planning Attorney Redmond, OR

estate planning oregon

Jonathan Mishkin is an estate planning attorney with offices throughout Oregon in Portland, Bend, and West Linn. His over 20 years of expertise will allow him to help you plan your affairs to avoid probate and reduce estate tax.

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

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 Jonathan D Mishkin offers you the following estate planning services:

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Probate and Trust/Estate Litigation in Redmond, OR

After a person dies, probate proceedings may be required in order to manage their affairs. The Will is the document that guides probate and expresses the wishes of the deceased.

This is not always an easy process. Beneficiaries may have disagreements about the assets' value and distribution during probate or trust administration. As these issues are typically amongst family members, emotions can come to the forefront and make a tough situation even more difficult. To save time, money, and sometimes, family relationships, it is best to address probate and administration issues early.

Our estate planning firm provides counsel and advice to executors, beneficiaries, trustees and beneficiaries in all aspects of disputes and litigation.

Elder Law and Estate Planning near Redmond, OR

It's crucial to know the wishes of family members as they age and to have these documents in line 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. Both of these require planning in regards to what type of conservatorship or trust to use, how to pay for medical care, and ensuring proper networks are in place to provide competent and quality care.

We know how difficult it can be to plan for long-term care and 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.

Elder Law and Estate Planning
Guardianship & Conservatorship

Guardianship/Conservatorship near Redmond, OR

Persons may lose the ability to manage their personal and financial affairs if they become physically or mentally disabled. In such cases, the court can grant that authority to another person making them the conservator or guardian.

The guardian can manage and control the physical and emotional care of the 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 medical needs.

Revocable Living Trusts and Wills Redmond, OR

These are two documents that can be used as a foundation of an estate planning plan, however only one is needed.

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, as well as the management of funeral arrangements.

Revocable living trusts are private contracts that specify the rules for a client's assets. 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 for 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

Digital Assets Estate Planning near Redmond, OR

Many of our clients' personal and business data, as well as their businesses, are now electronically stored thanks to the rapid development of technology in the last decade. Digital assets include photos, documents, social media histories, as well as digital assets such as photos and documents that you upload online.

While many people do not consider these assets, they can be important financially, emotionally, or both. You can reduce administrative burdens by creating a digital estate plan that addresses digital assets management and distribution. It will also preserve your sentimental images and documents.

Planning for Blended Families Redmond, OR

Since divorce is a common outcome in over 50% of marriages, blended families have become much more common recently. This can make estate planning more difficult for those families whose spouses have remarried and brought their children in from other relationships.

Every family, including blended families, is unique. Both spouses should consider where their estate will be distributed, to whom, to their biological children, to their stepchildren, or to any other combination. 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 Redmond, 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. 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. The assets of the deceased will be transferred to their blood relatives. This might not be in the deceased person's best interests. An estate plan is necessary in these cases and for many other reasons, including estate tax, funeral arrangements and guardianship over any children.

Business Succession Planning in Redmond, 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.

Any sole proprietorship should have a succession plan in case of any such event. This includes choosing a successor, creating a training plan and establishing the process of putting your successor in position if necessary.

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
Charitable Planning

Charitable Planning in Redmond, OR

You might consider charitable planning if you give regularly to charities. 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 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. These are beneficial for clients who want to retain control over their affairs while still receiving favorable income tax charitable deductions.

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

International Estate Planning

Contact a Redmond, OR Estate Planning Attorney Today

Affluent families can see their wealth decline by as much as 50 percent 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. 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. He will listen to what you have to say and make suitable recommendations. Your plan will be able to 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. Own a business? He will ensure that your business is profitable and continues to be a source of income for your family, shareholders as well employees and customers.

Losing a loved one is hard enough without an estate planning attorney. 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. 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.

estate-plan-optimized