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Trusts & Estates

The Miller Nash Graham & Dunn trusts and estates practice group has earned the respect of clients and their trusted advisers along the West Coast. Our team of lawyers helps clients manage assets, minimize taxes, and ease transfer of assets among generations. In this process, our team helps clients plan for their personal and their families' financial futures. Our team creatively addresses our clients' real estate, business, and charitable interests.

Our team is skilled in:

  • Wills, ethical wills, and revocable and irrevocable trusts, including specialized trusts such as trusts for retirement assets, special-needs trusts, pet trusts, and gun trusts
  • Durable powers of attorney, health care powers of attorney, directives to physicians, and advance directives
  • All aspects of charitable giving and foundations
  • Guardianships and conservatorships to protect the young and the old
  • Administration of decedents' estates
  • Trust administration
  • Business succession planning
  • Sophisticated transfer techniques
  • Multistate and international estate planning
  • Estate and income tax planning and returns

Representative Experience

Created both estate plans for mid to high net worth clients with assets in California, Oregon and Washington. Planning included preparation of wills, revocable and irrevocable trusts, including insurance trusts, gift trusts, grantor retained annuity trusts, qualified personal residence trusts, and various charitable split interest trusts.
Counseled executors through the probate process for both simple and complicated estates; assisted clients with the transfer and distribution of assets; and prepared and presented to the court all documents necessary for the probate procedure.
Assisted individual clients who want to make lifetime gifts, either to charity or individuals, to examine and evaluation the various methods of making those gifts so that their tax and personal goals are met.
Represented both trustees and beneficiaries in connection with on-going administration of trusts holding a variety of assets including closely-held businesses; instructed individual trustees regarding their fiduciary responsibilities and assisted them in the performance of their duties.
Prepared estate, gift, and fiduciary income tax returns, and represented clients in connection with issues raised by the tax authorities.