Use this menu to find other Eldercare Services in your area
Oregon Estate, Tax, Trust, Retirement, or
Medicaid Planning

 

Ashland, OR    Packer Alexis Attorney , Jackson County      Click to request assistance
Ashland, OR    Harrell Bruce B Law Office , Jackson County      Click to request assistance
Ashland, OR    Good Robert W , Jackson County      Click to request assistance
Astoria, OR    Blair Henningsgaard , Clatsop County      Click to request assistance
Astoria, OR    Larson & Fischer , Clatsop County      Click to request assistance
Astoria, OR    Snow & Snow , Clatsop County      Click to request assistance
Astoria, OR    Stahancyk Kent Johnson & Hook , Clatsop County      Click to request assistance
Astoria, OR    Goodwin Stacey Attorney At Law , Clatsop County      Click to request assistance
Baker City, OR    Silven Schmeits & Vaughan , Baker County      Click to request assistance
Baker City, OR    Coughlin Leuenberger & Moon PC , Baker County      Click to request assistance
Baker City, OR    Yervasi Pope PC , Baker County      Click to request assistance
Beaverton, OR    Carlson Gary & Associates , Washington County      Click to request assistance
Beaverton, OR    Oswald & Mitchell , Washington County      Click to request assistance
Beaverton, OR    Bell, Robert P , Washington County      Click to request assistance
Beaverton, OR    Schmidt Michael , Washington County      Click to request assistance
Beaverton, OR    Adams & Uffelman LLP , Washington County      Click to request assistance
Beaverton, OR    Myatt & Bell Pc , Washington County      Click to request assistance
Bend, OR    Paulson David E LLC , Deschutes County      Click to request assistance
Bend, OR    David W Smiley PC , Deschutes County      Click to request assistance
Bend, OR    Widmer Mensing Law Group LLP , Deschutes County      Click to request assistance
Bend, OR    Stahancyk Kent Johnson & Hook PC , Deschutes County      Click to request assistance
Bend, OR    Balyeat & Eager LLP , Deschutes County      Click to request assistance
Bend, OR    Chappell Steven K , Deschutes County      Click to request assistance
Bend, OR    Henderson Michael PC , Deschutes County      Click to request assistance
Bend, OR    Buchanan William F/Karnopp Petersen LLP , Deschutes County      Click to request assistance
Bend, OR    Affordable Law Center , Deschutes County      Click to request assistance
Bend, OR    DeKalb & Associates , Deschutes County      Click to request assistance
Bend, OR    McCord, Michael B , Deschutes County      Click to request assistance
Bend, OR    Merrill O'Sullivan LLP, Deschutes County      Click to request assistance
Bend, OR    Forcum Richard E , Deschutes County      Click to request assistance
Bend, OR    Katzman Mark Louis Lawyer , Deschutes County      Click to request assistance
Central Point, OR    Curtis, John D , Jackson County      Click to request assistance
Clackamas, OR    Law Office Of Casey Hillman , Clackamas County      Click to request assistance
Clackamas, OR    Baker Kenneth L , Clackamas County      Click to request assistance
Clackamas, OR    Wetzel Michael C. , Clackamas County      Click to request assistance
Eugene, OR    Beach Tami S P Attorney At Law , Lane County      Click to request assistance
Eugene, OR    Newton, Bruce W , Lane County      Click to request assistance
Eugene, OR    Carl & Ross , Lane County      Click to request assistance
Eugene, OR    Nelson, Douglas A , Lane County      Click to request assistance
Eugene, OR    Behrends Swingdoff Haines & Critchlow , Lane County      Click to request assistance
Eugene, OR    Sharp Bill , Lane County      Click to request assistance
Eugene, OR    Allan H Coons PC and Juliana E Coons , Lane County      Click to request assistance
Eugene, OR    Schons Larry H PC , Lane County      Click to request assistance
Eugene, OR    Alderman, Thomas , Lane County      Click to request assistance
Eugene, OR    Bevans, Russell D , Lane County      Click to request assistance
Eugene, OR    Corey, R Scott Attorney & Counsellor At Law , Lane County      Click to request assistance
Eugene, OR    Kurtz Ford & Johnson LLP , Lane County      Click to request assistance
Eugene, OR    Diment & Walker , Lane County      Click to request assistance
Eugene, OR    Larson, Richard L , Lane County      Click to request assistance
Eugene, OR    Buchalter, Alan R , Lane County      Click to request assistance
Eugene, OR    Taylor Diana R , Lane County      Click to request assistance
Eugene, OR    Carter Vanessa L , Lane County      Click to request assistance
Eugene, OR    Thwing & Thwing PC , Lane County      Click to request assistance
Eugene, OR    Thompson, Edward P , Lane County      Click to request assistance
Eugene, OR    Family Law Clinic , Lane County      Click to request assistance
Eugene, OR    Roberts, Martha L. , Lane County      Click to request assistance
Eugene, OR    Affordable Legal Services , Lane County      Click to request assistance
Eugene, OR    Naslund Robert K , Lane County      Click to request assistance
Gladstone, OR    Henricksen Jon S PC , Clackamas County      Click to request assistance
Grants Pass, OR    Davis Adams Freudenberg, Day And Galli , Josephine County      Click to request assistance
Grants Pass, OR    Mecca, Christopher D , Josephine County      Click to request assistance
Grants Pass, OR    Schultz Duane Wm PC , Josephine County      Click to request assistance
Grants Pass, OR    Davis Adams Freudenberg, Day And Galli , Josephine County      Click to request assistance
Grants Pass, OR    Nelson & James , Josephine County      Click to request assistance
Grants Pass, OR    Hayward Jason D Attorney At Law , Josephine County      Click to request assistance
Grants Pass, OR    Brown Hughes Bird Rote & Brouhard LLP , Josephine County      Click to request assistance
Happy Valley, OR    R Craig Hindley LLC , Clackamas County      Click to request assistance
Jacksonville, OR    Reed Shane A Law Office Of , Jackson County      Click to request assistance
Lake Oswego, OR    Bass, Shirley A , Clackamas County      Click to request assistance
Lake Oswego, OR    Harper David W , Clackamas County      Click to request assistance
Lake Oswego, OR    Okamura, Frederick M. P C Attorney , Clackamas County      Click to request assistance
Lake Oswego, OR    Hubbard Rose L , Clackamas County      Click to request assistance
Lake Oswego, OR    Hamers & Okawa , Clackamas County      Click to request assistance
Lincoln City, OR    Bjornsen James A Atty , Lincoln County      Click to request assistance
Lincoln City, OR    Andrews & Cramer LLC , Lincoln County      Click to request assistance
Linn, OR    Noble C Richard PC , Clackamas County      Click to request assistance
Medford, OR    Wickre, James A , Jackson County      Click to request assistance
Medford, OR    Stone Robert M , Jackson County      Click to request assistance
Medford, OR    Austin, Penny Lee , Jackson County      Click to request assistance
Medford, OR    Huycke O'Connor, Jarvis & Lohman LLP , Jackson County      Click to request assistance
Medford, OR    Brophy Mills Schmor Gerking Brophy & Paradis , Jackson County      Click to request assistance
Medford, OR    Stark And Hammack PC , Jackson County      Click to request assistance
Medford, OR    Jacobson Thierolf & Dickey , Jackson County      Click to request assistance
Medford, OR    Grantland Blodgett Shaw & Abel LLP , Jackson County      Click to request assistance
Medford, OR    Kellington & Kellington Attorneys At Law , Jackson County      Click to request assistance
Medford, OR    Murray, Dwayne R , Jackson County      Click to request assistance
Medford, OR    Carl Post, Attorney at Law, PC , Jackson County      Click to request assistance
Medford, OR    Pratt Jamieson Armosino & McGovern PC , Jackson County      Click to request assistance
Medford, OR    Fowler & McNair , Jackson County      Click to request assistance
Medford, OR    Dames & Dames , Jackson County      Click to request assistance
Medford, OR    Hornecker Cowling Hassen & Heysell LLP , Jackson County      Click to request assistance
Milwaukie, OR    Turner, Ted , Clackamas County      Click to request assistance
Milwaukie, OR    Culver Virgilia (Jil ) Attorney , Clackamas County      Click to request assistance
Milwaukie, OR    Oetken, Randy P , Clackamas County      Click to request assistance
Milwaukie, OR    Mundorff, Roger P , Clackamas County      Click to request assistance
Monmouth, OR    Hasbrook John PC , Polk County      Click to request assistance
Ontario, OR    Oakes Charles Atty At Law , Malheur County      Click to request assistance
Ontario, OR    Yturri Rose LLP , Malheur County      Click to request assistance
Ontario, OR    Stunz Fonda Kiyuna & Horton LLP , Malheur County      Click to request assistance
Pendleton, OR    Ridgway, Robert E PC , Umatilla County      Click to request assistance
Pendleton, OR    Hantke, Seth , Umatilla County      Click to request assistance
Pendleton, OR    Collins & Collins LLP , Umatilla County      Click to request assistance
Pendleton, OR    Corey Byler Rew Lorenzen & Hojem LLP , Umatilla County      Click to request assistance
Pendleton, OR    Gallaher, Dave , Umatilla County      Click to request assistance
Pendleton, OR    Trust Tax & Estate Planning Law Firm Pc , Umatilla County      Click to request assistance
Portland, OR    Hoover Gregory Scott PLLC , Multnomah County      Click to request assistance
Portland, OR    Kell Alterman & Runstein LLP , Multnomah County      Click to request assistance
Portland, OR    Affordable Legal Services , Multnomah County      Click to request assistance
Portland, OR    Burt, Robert G , Multnomah County      Click to request assistance
Portland, OR    Lonergan & Lonergan LLP , Multnomah County      Click to request assistance
Portland, OR    David W. Owens PC & Associates , Multnomah County      Click to request assistance
Portland, OR    Scarborough McNeese O'brien & Kilkenny , Multnomah County      Click to request assistance
Portland, OR    Vanden Bos & Chapman LLP , Multnomah County      Click to request assistance
Portland, OR    Farr Mary Ellen Atty , Multnomah County      Click to request assistance
Portland, OR    Bradley J Woodworth & Associates PC , Multnomah County      Click to request assistance
Portland, OR    Anderson And Yamada PC , Multnomah County      Click to request assistance
Portland, OR    Ball Janik LLP Portland Office , Multnomah County      Click to request assistance
Portland, OR    Winfree, Donald , Multnomah County      Click to request assistance
Portland, OR    Nay & Friedenberg Law Offices , Multnomah County      Click to request assistance
Portland, OR    Kevin D. Preston LLC , Washington County      Click to request assistance
Portland, OR    Zalutsky, Klarquist & Reinhart PC , Multnomah County      Click to request assistance
Portland, OR    Aggressive Legal Services-Eastside , Multnomah County      Click to request assistance
Portland, OR    Bradley J Woodworth And Assoc PC , Multnomah County      Click to request assistance
Portland, OR    Pulley, Daryl M , Multnomah County      Click to request assistance
Portland, OR    Peterson Raylynna Attorney , Multnomah County      Click to request assistance
Portland, OR    Casteel & Carson , Multnomah County      Click to request assistance
Portland, OR    Thompson Anne M , Washington County      Click to request assistance
Portland, OR    Brislawn Lofton Gregorek Pllc , Multnomah County      Click to request assistance
Portland, OR    Dorn Peter E , Multnomah County      Click to request assistance
Portland, OR    Goldstein William Law Office not reviewable , Multnomah County      Click to request assistance
Portland, OR    Twist, Elisabeth S Attorney at Law , Washington County      Click to request assistance
Portland, OR    Grafe, Rodney H. & Associates , Multnomah County      Click to request assistance
Portland, OR    Meyer & Associates , Multnomah County      Click to request assistance
Portland, OR    Reeves Kahn & Hennessy , Multnomah County      Click to request assistance
Portland, OR    DuBoff Law Group The LLC , Washington County      Click to request assistance
Rogue River , OR    Heuertz & Monen PC , Jackson County      Click to request assistance
Salem, OR    Hamers & Okawa , Marion County      Click to request assistance
Salem, OR    Alway, & Associates , Marion County      Click to request assistance
Salem, OR    Sherman Sherman Johnnie & Hoyt LLP , Marion County      Click to request assistance
Salem, OR    Beckfield & Associates , Marion County      Click to request assistance
Salem, OR    Feitelson Ira S , Marion County      Click to request assistance
Salem, OR    Douglas Conroyd & Gibb PC , Marion County      Click to request assistance
Salem, OR    Carlson David L. , Marion County      Click to request assistance
Salem, OR    Coleman W Brad & Associates , Marion County      Click to request assistance
Salem, OR    Swearinger Eddy R , Marion County      Click to request assistance
Salem, OR    Hayes Keith L. Attorney, PC , Marion County      Click to request assistance
Salem, OR    Nielsen Deryl K , Marion County      Click to request assistance
Salem, OR    Griffith Allan F PC , Marion County      Click to request assistance
Salem, OR    Adams Randall J , Marion County      Click to request assistance
Salem, OR    Dorszynski Robert Atty , Marion County      Click to request assistance
Salem, OR    Taylor J. Spencer MBA/JD , Marion County      Click to request assistance
Salem, OR    Fetherston Edmonds Lippold & Collier LLP , Marion County      Click to request assistance
Salem, OR    Andrews, Lawrence W. , Marion County      Click to request assistance
Salem, OR    Bailey Mari Pc , Marion County      Click to request assistance
Salem, OR    Ritter Daniel A PC , Marion County      Click to request assistance
Salem, OR    Peterson Lee H JD MBA , Marion County      Click to request assistance
Salem, OR    Daniel M David , Marion County      Click to request assistance
Springfield, OR    Logan, Merwin C , Lane County      Click to request assistance
Springfield, OR    Leahy & Cox LLP , Lane County      Click to request assistance
Springfield, OR    Hatton, Janice E , Lane County      Click to request assistance
Springfield, OR    Wurtz, Thomas E PC , Lane County      Click to request assistance
Springfield, OR    Urness, John C , Lane County      Click to request assistance
Tigard, OR    Anderson & Dittman Attorneys , Washington County      Click to request assistance
Tigard, OR    Hilary, Jerold W , Washington County      Click to request assistance
Vancouver, WA, OR    Stahancyk Kent Johnson & Hook , Clark County      Click to request assistance
Vancouver, WA , OR    English Lane Marshall Stahnke , Clark County      Click to request assistance
Vancouver, WA , OR    Heurlin Potter Jahn Leatham , Clark County      Click to request assistance
Vancouver, WA , OR    Kleweno Gilbert H , Clark County      Click to request assistance
Vancouver, WA , OR    Laycoe & Bogdon Pc: Laycoe Juliet , Clark County      Click to request assistance
Vancouver, WA , OR    Marsh Higgins Beaty & Hatch , Clark County      Click to request assistance
Vancouver, WA , OR    Mc Cann Kathleen , Clark County      Click to request assistance
Vancouver, WA , OR    Storz & Associates: Storz Edwin N , Clark County      Click to request assistance
Vancouver, WA , OR    Devlaeminck Vic , Clark County      Click to request assistance
Vancouver, WA , OR    Foister Michael R , Clark County      Click to request assistance
Vancouver, WA , OR    Greenen & Greenen , Clark County      Click to request assistance
Vancouver, WA , OR    Harrison Dawn E , Clark County      Click to request assistance
Vancouver, WA , OR    John P Mc Donald Law Offices, Clark County      Click to request assistance
Vancouver, WA , OR    Jorgenson Neil T , Clark County      Click to request assistance
Vancouver, WA , OR    Karpinski Law Office , Clark County      Click to request assistance
Vancouver, WA , OR    Langsdorf Linda , Clark County      Click to request assistance
Vancouver, WA , OR    Madison Phelan Margaret , Clark County      Click to request assistance
Vancouver, WA , OR    Pabst Holland & Reynolds , Clark County      Click to request assistance
Vancouver, WA , OR    Peter J Mozena Law Offices , Clark County      Click to request assistance
Vancouver, WA , OR    Peter L Fels Pc: Fels Peter L , Clark County      Click to request assistance
Vancouver, WA , OR    Phil Foster Law Offices , Clark County      Click to request assistance
Vancouver, WA , OR    Printz Randall B Atty , Clark County      Click to request assistance
Vancouver, WA , OR    Read & Read , Clark County      Click to request assistance
Vancouver, WA , OR    Salmon Creek Law Offices , Clark County      Click to request assistance
Vancouver, WA , OR    Stookey Sarah L , Clark County      Click to request assistance
Vancouver, WA , OR    Sullivan Stephen , Clark County      Click to request assistance
Vancouver, WA , OR    Weber & Gunn , Clark County      Click to request assistance
Vancouver, WA , OR    Wynne Michael J , Clark County      Click to request assistance

 

Contact Oregon Estate, Tax, Trust, Retirement, or Medicaid Planning

For the convenience of the public, care providers are listed on this page to show services available in a particular area. We cannot verify the business practice or the background of providers listed on this page. As a result, we do not provide contact information. Members of the Oregon Care Planning Council, listed on this site, have agreed to abide by a code of ethics. If you wish to contact a member of the Oregon Care Planning Council regarding any of the eldercare services listed on this page, please fill out the form below and a council member will contact you. Please be aware that your information may be shared with other members of the Care Planning Council who might be able to help you as well. Read Our Disclaimer.

 

OrCPC

Let Us Help You with Your Eldercare Problems or Questions

The Oregon Care Planning Council (OrCPC) lists companies and individual providers on this website who help families deal with the crisis and burden of long term care. One purpose of this website is to educate the public on the need for care planning before a crisis occurs. A second purpose is to provide, in one place, all of the available government and private services for eldercare. Finally, our ultimate mission is to offer a trusted listing service that the public will recognize and turn to for expert help in dealing with the challenges of long term care.

 
    Request Assistance by filling out this Form
  This form will go directly to the National Care Planning Council and not to a specific person or company. The Council will reply with any information they have available to help with your request.
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About Estate Planning and Trust Management

Estate Planning
Trust Management

Estate Planning

A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

Estate planning from a qualified estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

Some advisers have recognized this need and have put together a team of experts such as attorneys, care managers and financial planners who provide a more complete and comprehensive approach to estate planning, long term care and end-of-life issues.

Trust Management

Many people who create trusts or wills or both will designate a trust company or bank to be a trustee for their property instead of using a member of the family or close friend to do this. The reason is that, all too often, assets are mismanaged or even stolen by family members or friends. Using a trust company that has a legally mandated, public fiduciary responsibility avoids this problem.

Trust companies are valuable partners in the management of trusts and in the process of estate planning. These companies, for a small fee, will manage and invest assets, maintain escrow accounts, hold property pending an exchange sale, provide life insurance and income annuities and provide safekeeping of valuables.

A trust is a legal document that "entrusts" property to a trustee (a bank, attorney, individual or trust company) to manage for a person or persons (beneficiaries of the trust) whom the maker of the trust wants to benefit. In most cases, the maker of a trust is creating a benefit for a loved one that will be distributed after the death of the creator or maker of the trust. Trusts usually involve very specific and detailed instructions on how a trustee is to carry out the duty of managing or distributing the property on behalf of a beneficiary.

A trustee will manage investments, keep records, manage assets and prepare court accountings, paying bills and (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal.

A trust relationship is also created in a will when the maker of the will specifies an entity to be an executor or personal representative of the estate. This person or company then becomes a trustee for the deceased individual who made the will. The responsibilities of an executor in settling the estate of a deceased person include collecting debts, settling claims for debt and taxes, accounting for assets to the courts and distributing wealth to beneficiaries.

A third party trust officer such as a bank, attorney or trust company may also assume the role of a guardian for a minor child, distributing assets in a prearranged manner when the child becomes an adult. Or the trust officer may also act on behalf of a developmentally disabled or mentally retarded person distributing assets under a special needs trust.

Trusts are most often used with estate planning. The purpose of estate planning is to minimize the cost and streamline the process of distributing assets to the next generation. Here are some of the more common reasons people create trusts in estate planning.

  • To avoid probate
  • To minimize or eliminate estate taxes
  • To create life insurance trusts
  • To avoid capital gains taxes on the sale of property
  • To create an annuity income through charitable gifting
  • To receive a charitable gifting income tax deduction
  • To manage assets on behalf of a minor or someone who can't handle his or her own affairs