TAXES, WILLS, AND ESTATE PLANNING
For more than 90 years the Frohnmayer Deatherage firm has been providing estate planning, estate administration, and tax services to Southern Oregon clients.
We recognize that every client has a unique set of life circumstances, financial conditions, and planning objectives. We have the skill, training and experience to help our clients plan for and achieve the transfer of assets to beneficiaries efficiently and with a minimum tax burden. We assist our clients in succession planning for family held businesses, real property interests including farm and ranch land and commercial properties, qualified retirement plan assets and IRAs, life insurance and securities. We have extensive experience in family limited liability companies, charitable trusts and other forms of charitable transfers, life insurance trusts, discounting techniques, generation skipping transfers, and other sophisticated tax and estate planning tools.
Our experienced lawyers and staff will also assist with all aspects of probate, estate administration and trust administration, including post-death tax planning and the preparation of estate tax returns.
We also assist clients in tax compliance matters involving the Internal Revenue Service and the Oregon Department of Revenue. We assist clients in audit disputes, tax appeals, Tax Court proceedings, collection issues, offers in compromise, and other matters relating to income, estate, gift and withholding taxes.
Among the specific tax and estate planning services which we provide to clients are:
- Estate and gift tax planning
- Business succession planning
- Wills
- Revocable and irrevocable trusts
- Charitable remainder trusts and insurance trusts
- Family limited liability companies
- Business limited liability companies
- Charitable contribution planning
- Estate and trust administration
- Post-mortem planning