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Estates and Trusts

Our Trusts & Estates attorneys guide their clients through the complete estate planning process, efficiently and methodically. These attorneys also hold extensive experience in assisting clients with their probate and trust administration needs. We are well-equipped to plan for and administer modest estates, high net worth estates, and everything in-between. We listen closely to our clients’ thoughts and questions, ask our own questions, and chat with our clients about the various options available to accomplish their individual goals. We are uniquely positioned to help clients in all aspects of estate planning, probate administration, and trust administration, as we have attorneys licensed to handle matters in both Oregon and California, as well as expertise in federal tax law.

We have extensive experience in drafting and handling the following:

  • Estate Planning:
    • Financial Powers of Attorney
    • Advance Medical Directives
    • Wills
    • Revocable Trusts
    • Gifts and Estate Tax Planning
    • Irrevocable Trusts
    • Multi-Generational Trusts
    • Family Limited Partnerships and Limited Liability Companies
    • Charitable Trusts
  • Probate (Estate) Administration
  • Trust Administration
  • Premarital Agreements
  • Guardianships and Conservatorships
  • *Trust, Probate, and Fiduciary Litigation

*The Trusts & Estates attorneys at Merrill O’Sullivan, LLP work closely with the litigation practice group in all aspects of trust, probate and fiduciary litigation.

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