Estate Planning, Wills, Probate & Trust Administration

Attorneys in Practice Area:
Max Merrill
David E. Petersen
Stephen D. Dixon
Peter A. Christoff
Heather J. Turk
Richard W. Funk
Ryan P. Correa

Our estate planning and tax attorneys provide full service estate plans that are tailored to meet our clients’ needs, whether that be tax planning or assistance in planning for the effective and efficient transfer of their property during their lives or after death. Our estate planning attorneys, armed with knowledge and over 30 years experience with Oregon State law and combined with our expertise in federal tax law, provide you with options to preserve or creatively transfer your family assets during your lifetime and thereafter.

The attorneys of Merrill O’Sullivan have extensive experience in implementing our clients’ estate plans through trust organization and administration, probate administration, and trust and probate litigation. We are skilled in drafting wills, trusts, and other documents to effectuate the estate plan. We work together with our clients on taxation issues, drawing from our experience and knowledge of the tax code, combined with a team approach with our clients’ CPAs, to help them safely navigate the tax code. We also incorporate our clients’ charitable giving and planned asset transfers into their plan.

Our estate planning and corporate attorneys work together to ensure that estate planning and business goals are seamlessly integrated for a smooth business succession. Whatever your estate planning needs are, the attorneys at Merrill O’Sullivan are here to ensure that your needs and goals are met, preserving and protecting your assets.