Tax and Estate Planning

Tax and Estate Planning Law

Creek in the Wallowa Mountains, Oregon. Photo credit Steve Rollins

Estate and Wealth Transfer Planning
We provide a wide range of services in this area: preparation of wills and trusts; wealth transfer planning; tax planning for high net worth individuals and taxable estates and trusts; planning and implementation of business reorganizations to facilitate estate planning objectives and business succession planning; probate and administration of large estates and trusts; estate tax returns; and, probate litigation, including will contests and other estate and property disputes.

Tax Planning
Our services include: general business and transaction tax planning, including S corporations, professional corporations, and limited liability companies; corporate reorganizations, including mergers, spin-offs of corporate divisions, sales of corporate subsidiaries, corporate liquidations, and stock redemptions; tax-free (“like-kind”) exchanges for real estate; estate tax, gift tax, generation skipping transfer tax, and income tax planning for high net worth individuals and taxable trusts and estates; and, income and estate tax planning for marital dissolutions.

Tax Litigation/Tax Controversy
Robert Preston’s experience includes: practice before the United States Tax Court and the Ninth Circuit Court of Appeals on federal income tax and federal estate tax controversies; practice before the Internal Revenue Service, including audits, appeals, refund claims, and collections; and, practice before the Oregon Tax Court, the Oregon Department of Revenue, and County Boards of Equalization and Ratio Review on property tax and other tax controversies.