Lynch Murphy McLane LLP includes a proven team for estate planning and business succession planning, wills, advance directives, powers of attorney, and trusts, including stewardship, dynasty, and special needs trusts.
Over the last decade, there have been many federal changes to income, gift, estate and generation-skipping transfer tax statutes. In 2013, for the first time, Congress implemented the concept of estate portability between spouses, which can provide a significant tax savings upon the death of the first spouse. Although the federal estate tax exemption is higher than ever before, Oregon’s estate tax remains at $1 million. Considering the value of home ownership coupled with either a retirement asset or life insurance value, many clients need an estate plan to account for the Oregon estate tax.
Partner Lori Murphy works with business owners and families to address a multitude of estate planning matters, including those impacting multiple jurisdictions and many with real estate holdings. The issues in matters of trusts and estates evolves as times change.
Partner Jeff Patterson is a trusted family advisor, sought out throughout the state to protect the wealth and wisdom of the family, often addressing unique tax issues. He also serves as outside counsel for several large institutions throughout Oregon in a variety of trust and probate administration matters. Since 2022, Jeff has been an elected fellow with the American College of Trust and Estate Counsel, a nationally recognized organization of outstanding attorneys in the field of wills, trusts, estate planning and tax law.
Attorney John Davis works with clients in succession and estate planning by creating business succession plans, wills and trusts. John has created and implemented such plans for clients with assets ranging from $100,000 to over $100 million.
It is often a confusing time when loved ones pass away. We explain the legal process clearly and respectfully, and help clients determine whether a simple estate affidavit or a full probate is appropriate. Probate matters often involve real estate in multiple jurisdictions and various assets from the straightforward to the unique.
Lori Murphy is experienced and highly regarded in the administration of trusts and probate of estates. She aims to help efficiently administer trusts and advise clients throughout the entire process of probate administration. She has represented numerous clients dealing with a death related to personal injury, wrongful-death, or class action lawsuits, wherein a resident of Oregon has died during the course of the lawsuit. Such sensitive cases often include those where a conservator, guardian, or guardian of a minor’s estate need to be appointed. Lori has personally served in each of these capacities and understands the challenges associated with these fiduciary roles.
Clients who want peace of mind and sound legal contracts in place, ensuring their wishes are secure are encouraged to contact Lynch Murphy McLane LLP. We can help.
Lynch Murphy McLane LLP
747 SW Mill View Way
Bend, OR 97702
Lynch Murphy McLane LLP
3 Centerpointe Dr
Suite 160
Lake Oswego, Oregon 97035
Lynch Murphy McLane LLP
5416 Running Y Rd
Suite 201A
Klamath Falls, OR 97601
