While the field of Private Wealth Law encompasses a broad range of areas, including estate planning, taxation, trusts, and probate, the core purpose remains consistent: to help individuals and families protect and grow their wealth. Given the complex and often sensitive nature of scenarios that individuals find themselves in while dealing with wealth management, it is important to seek the help of a competent and reputable lawyer. This article highlights a selection of such proficient Private Wealth Law lawyers based in Oregon. Each of these individuals offers a unique set of strengths, ensuring their ability to address even the most intricate cases.
The list of Oregon’s notable Private Wealth lawyers includes some truly exceptional individuals. They stand out due to their diverse skill set, commitment to excellence, and unwavering commitment to delivering the best to their clients. We should note, however, that the list is not exhaustive; Oregon is home to a vibrant legal community with many talents. Here we spotlight a few of the players making a significant difference in the Private Wealth Law sector.
The information provided about each lawyer is based on their practice descriptions and detailed assessments and feedback from their peers. It paints a picture of men and women dedicated to providing the best legal services to their clients and the community. It’s also worth noting that the experiences shared are personal and subjective, and what works for one person might not work for another.
Shannon Connelly
Shannon Connelly is a known name in the Oregon Private Wealth Law sector. Practicing from Duffy Kekel LLP, Connelly focuses on areas like estate planning, probate, tax administration and disputes. Known for her remarkable presence and service, she’s appreciated for her bright persona and capability.
Jeffrey Thede
Jeffrey Thede has been described as “the premier tax-exempt organization lawyer in the state.” The brilliant and capable lawyer works at Thede Culpepper Moore Munro & Silliman LLP and offers profound advice and services to high net worth clients and tax-exempt organizations.
Margaret Vining
Margaret Vining is a part of the team at Davis Wright Tremaine LLP. Vining specializes in wealth transfer, family business matters, administration of trusts, estates, and charitable work. Her bright and talented persona leaves a strong impact on both colleagues and clients.
Katherine O. VanZanten
At Cable Huston LLP, Katherine VanZanten is known for her extensive expertise in estate and tax planning. Her practice emphasizes succession planning and business structuring for well-heeled clients and is admired for her personable approach.
June Wiyrick Flores
Schwabe, Williamson & Wyatt PC is where June Wiyrick Flores provides savvy advice on estate, business, and charitable planning. With a reputation that precedes her, Flores is adept at handling structuring matters for tax-exempt organizations.
Nancy Cowgill
Nancy Cowgill is attached to Stoel Rives LLP and is popular for her vast experience in trust and estate planning and administration, probate, and gift tax law. Her stellar reputation and commendable track record make her a leading attorney in the industry.
Penny Serrurier
Also at Stoel Rives LLP is Penny Serrurier. Known for her intelligent approach, she specializes in compliance and tax issues relating to private foundations and trusts.
Brent Berselli
Brent Berselli is widely recognized within the Private Wealth Law industry. The wealth and succession planning expert caters to high net worth clients such as business owners and executives, besides dealing with philanthropic work.
Timothy Wachter
Timothy Wachter’s prowess is well acknowledged by his peers and clients alike. The attorney at Duffy Kekel LLP advises high net worth individuals on a broad range of issues, focusing on estate and charitable planning, probate and trust administration.
Charles Mauritz
Charles Mauritz of Duffy Kekel LLP stands out for his expertise in advising high net worth families and closely-held businesses on a myriad of business succession, estate, and tax issues, with a special focus on agricultural business clients in eastern Oregon. Known for his approachability and intelligence, Mauritz is indeed a force to reckon with in the Oregon Private Wealth Law landscape.
The overarching aim of these professionals is to help their clients navigate the complex maze that is Private Wealth Law. They are in the business of minimizing confusion, mitigating risks, and maximizing wealth – a role they undertake with passion and proficiency.
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