The legal industry in Oregon is home to many talented attorneys, with some specializing in the field of Private Wealth Law. These experts work diligently for their high net worth clients, assisting with matters of estate planning, tax administration, trusts, and much more. In this article, we will be showcasing some of the leading lawyers in this field, providing you with their bios and information on their respective law firms. These lawyers have been handpicked based on their experience, reputation, and commitment to providing exemplary service to their clients.
Shannon Connelly – Duffy Kekel LLP
Shannon Connelly, a specialist in estate planning, probate, tax administration, and disputes, serves at Duffy Kekel LLP. Known for her remarkable presence and regard to stellar client service, Shannon is a beacon in the Private Wealth Law industry. Although there’s no website for the mentioned firm, Shannon’s expertise and reliability make her standout.
Jeffrey Thede – Thede Culpepper Moore Munro & Silliman LLP
Jeffrey Thede of Thede Culpepper Moore Munro & Silliman LLP is acknowledged as the premier tax-exempt organization lawyer in Oregon. Offering brilliant and capable advice on charitable, trust, and estate planning strategies to high net worth clients and tax-exempt organizations, Jeffrey holds a distinguished reputation in his field.
Margaret Vining – Davis Wright Tremaine LLP
Margaret Vining concentrates her practice on wealth transfer, family business matters, administration of trusts, estates, and charitable work. As a part of Davis Wright Tremaine LLP, she’s been praised for being an intelligent, capable lawyer with a high degree of skill.
Katherine O. VanZanten – Cable Huston LLP
At Cable Huston LLP, Katherine VanZanten employs her extensive expertise in estate and tax planning to serve her wealthy clients. Her focus includes succession planning and business structuring, marking her as an essential asset in her firm and industry.
June Wiyrick Flores – Schwabe, Williamson & Wyatt PC
June Wiyrick Flores of Schwabe, Williamson & Wyatt PC is known for her intricate work in estate, business and charitable planning, along with structuring matters for tax-exempt organizations. Her vibrant visibility within the estate planning Bar makes her one of the top picks among colleagues and clients alike.
Nancy Cowgill – Stoel Rives LLP
Respected by her peers and admired by her clients, Nancy Cowgill at Stoel Rives LLP brings a lifetime of experience in trust and estate planning and administration, probate, and gift tax law. Her reputation and track record speak volumes about the quality service she provides.
Penny Serrurier – Stoel Rives LLP
Also a member of Stoel Rives LLP, Penny Serrurier is praised for her brilliance in resolving compliance and tax issues concerning private foundations and trusts. Her knowledge and capability make her an indispensable asset in the realm of Private Wealth Law.
Brent Berselli – Holland & Knight LLP
Brent Berselli, a practitioner at Holland & Knight LLP, is admired for his holistic approach in dealing with wealth and succession planning for high net worth clients such as business owners and executives, as well as on philanthropic work.
Timothy Wachter – Duffy Kekel LLP
Known for his talent and control, Timothy Wachter at Duffy Kekel LLP provides sound advice concerning estate and charitable planning, probate and trust administration to high net worth individuals.
Charles Mauritz – Duffy Kekel LLP
Last but not least, Charles Mauritz has an exceptional approachability coupled with intelligence, greatly admired by his peers. Serving high net worth families and closely held businesses at Duffy Kekel LLP, Mauritz specializes in business succession, estate, and tax issues, with a niche experience in advising agricultural business clients in eastern Oregon.
Each of these lawyers brings a unique skill set, complemented by vast industry knowledge and experience. The exceptional work they deliver to their clients makes them pillars of Private Wealth Law in Oregon. Their commitment to their practice is a testament to their dedication, shaping Oregon’s legal landscape in countless ways.
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