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Trust Law Attorneys in Oregon

Trust Law Attorneys in West Linn, OR

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8 results found

David Smith West Linn, OR

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Construction • Owner • Chief Executive • Team Member • Juris Doctor • Bachelor of Arts • Research Scientist • Nurse • Nurse Practitioner

Experience & Education

Company:
The Smith Firm, P.C.
Address:
1754 Sw Willamette Falls Dr, West Linn, OR 97068 - Property Information
Phone:
(503) 657-6550 (Office)
Specialties:
Business - 34%(28 years)
Construction / Development - 33%(28 years)
Licenses:
Oregon - Active     1996
Washington - Active     2003
Experience:
Owner at Mead Smith, P.C.     2004-2009
Senior Associate at Jordan Schrader Ramis, PC     2000-2004
School:
Temple University - James E. Beasley School of Law     1996
Degree:
JD - Juris Doctor - Law
School:
University of Washington -Seattle     1992
Degree:
BA - Bachelor of Arts - Economics
Associations:
Clackamas County Bar Association - Member
Multnomah County Bar Association - Member
Full Profile

Elizabeth Munns West Linn, OR

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Choir Member • Vocalist • Singer • Juris Doctor • Bachelor of Arts • Psychologist • Psychology Specialist

Experience & Education

Address:
West Linn, OR 97068
Phone:
(503) 723-0374 (Office)
Address:
4891 Willamette Falls Dr Ste 1, West Linn, OR 97068 - Property Information
Phone:
(503) 723-0374 (Office)
Specialties:
Estate Planning - 30%(25 years)
Probate - 25%(25 years)
Licenses:
Oregon - Active     1998
Washington - Active     2003
Experience:
Attorney at Abbott & Munns LLC     2006-present
Attorney at Abbott & Associates     2001-2006
School:
Lewis & Clark Law School     1998
Degree:
JD - Juris Doctor - Law
School:
University of Delaware     1993
Degree:
BA - Bachelor of Arts - Psychology
Languages:
English
Awards:
Rising Star - Super Lawyers     2011
Rising Star - Super Lawyers     2010
Associations:
Clackamas Community College Foundation - Treasurer     2011-present
Oregon Womens Lawyers (Clackamas Chapter) - Treasurer     2008-2012
Full Profile

Joseph Fanelli West Linn, OR

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • School Principal • School Administrator • Educational Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Director • Operations Manager • Advisor • Chief Executive • Vice President • Project Managers • Construction Specialist • Construction Laborer

Experience & Education

Position:
Principal at Pacific Crest Realty Advisors, LLC
Location:
Lake Oswego, Oregon
Industry:
Real Estate
Work history:
Pacific Crest Realty Advisors, LLC - Bellevue | Portland | San Francisco Bay AreaPrincipalsince Mar 2012Hearthstone - Portland, Oregon AreaDirector of Real Estate ServicesJan 2011 - Jun 2012
Skills:
Real Estate Development, Real Estate Finance, Real Estate Transactions, Asset Management, Real...
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Brooke Smith West Linn, OR

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Analyst • Project Administrator • Analysts • Project Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers

Experience & Education

Position:
Materials Analyst at Fiduciary Benchmarks, Inc.
Title:
Materials Analyst
Location:
Lake Oswego, Oregon
Industry:
Financial Services
Work history:
Fiduciary Benchmarks, Inc. Materials Analystsince Sep 2011Weekly Bros., Inc. - Idleyld Park, ORProject AdministratorFeb 2010 - Sep 2011
Full Profile

William Lambson West Linn, OR

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Project Managers • Project Manager

Experience & Education

Position:
Business Development/Consulting at GeCPC
Title:
Global Payments Professional
Location:
Lake Oswego, Oregon
Industry:
Financial Services
Work history:
GeCPC Business Development/Consultingsince Jul 2012Vesta Corporation - Portland, Oregon AreaDirector Global Payments and TreasuryJan 2010 - Aug 2012
Skills:
Payments, Fraud, Credit, Cash Management, Financial Risk, Investments, Payment Card Processing,...
Full Profile

David Swanson West Linn, OR

Professions & Specialties

Counselor • Advisor • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Chairperson • Vice President • Chief Executive • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
President at Swanson Financial Services, Inc.
Title:
Retirement Planning Consultant
Location:
Lake Oswego, Oregon
Industry:
Financial Services
Work history:
Swanson Financial Services, Inc. Presidentsince 1996Paine Webber/UBS Vice PresidentFeb 1994 - Oct 1996
Skills:
Investments, Insurance, Tax Advisory, Estate Planning, Indexed Annuities, Retirement Plan Consulting
Languages:
Vietnamese, Spanish
Full Profile

Roger Potthoff Portland, OR

Professions & Specialties

Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • DB Administrator • Database Administration Professional • Database Administrator • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Owner at APR Strategies
Title:
Life & Health Insurance Expertise in Service to Individuals, Businesses and Trusts.
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
APR Strategies - Portland, Oregon AreaOwnersince May 2003KMS Financial Services, Inc. - Lake Oswego, ORRelated Previous Experience - Investment Advisor and Financial PlannerOct 2008 - Dec 2012
Skills:
Securities, Retirement, Investments, Retirement Planning, 401k, Insurance, Financial Services, FINRA
Full Profile

Christopher Degroat Portland, OR

Professions & Specialties

Chairperson • Chief Executive Officer • Board Member • Treasurer • Chief Executive • Corporate Executive • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Philanthrope • Non-Profit

Experience & Education

Position:
Chairman & CEO at Just Us Guys, President/CEO at DeGroat Financial Services, Board Member at...
Title:
President/CEO DeGroat Financial Services
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Just Us Guys - Wilsonville, ORChairman & CEOsince Mar 2013DeGroat Financial Services - Wilsonville, ORPresident/CEOsince Nov 2012
Skills:
Equities, Series 7, Financial Modeling, Valuation, Investment Strategies, Series 63, Series 65,...
Full Profile

Trust Law Attorneys near West Linn, OR04284126168210PortlandBeavertonVancouverTualatin


Trust Law Attorneys around West Linn, OR

Beaverton  (9)
Portland  (206)
Tualatin  (2)
Vancouver  (8)

Trust Law Attorneys in Oregon

Sub-specializations

Fiduciary  (8)