Estate Planning
What is Estate Planning? Estate planning is investing in your future and that of your loved ones. Each individual and family has unique circumstances that require individual analysis to determine the best available options. At Caress Law we listen to your goals and objectives and take the time to answer all your questions. Do you know the difference between a Will and a Trust? Let Caress Law help you make the best choice for you and your family.
Estate Administration
What is Probate? Professionals at Caress Law help clients navigate and understand the probate and trust administration process, from accounting and tax returns to an orderly resolution of debts and distribution of assets. Caress Law also reviews tax liabilities involved, including estate, inheritance, and fiduciary income taxes to ensure that all tax requirements are satisfied and nothing is left undone.
Tax & Business Planning
What is an estate tax and will it affect my heirs upon death? Tax planning is a significant element of building an effective estate and business succession plan. Caress Law will provide thoughtful analysis of your assets while considering the potential estate, gift and generational tax implications upon death or upon transfer of a business to future generations. We will then make recommendations that provide results in line with your overall objectives.
Caress Law, Our Mission
Always practice with integrity and transparency while providing client-centered, honest, and effective legal counsel.
Caress Law, Our Core Values
Our core values support our mission. They are:
- Maintain clear, open and consistent communication with our clients and fellow professionals.
- Continuous improvement of our services, our systems, and ourselves.
- Remain flexible and responsive to changing legal, regulatory, and business environments.
Why Tammi Caress?
Comprehensive service, sophisticated analysis, and personal attention are integral to all client relationships at Caress Law, and the foundation of the thriving legal practice of Tammi Caress. At Caress Law, Tammi and colleagues provide the highest level of client service, and advise clients on transferring wealth, inheritance, estate, gift and generational taxes, protecting assets, meeting charitable-giving objectives, creating effective college savings plans, business entity formation, or passing on family businesses to the next generation.
Extensive training far beyond the norm, with experience you can trust.
Tammi M. Caress is one of just a few Oregon attorneys with a legal Master’s degree (LL.M) in estate planning. She received her training from some of the nation’s top legal experts, and has more than a decade of basic estate planning (wills and trusts), trust administration, and probate experience.
Services We Offer
Estate Planning:
- Wills
- Trusts
- Living trusts
- Charitable trusts
- Supplemental needs trusts
- Life insurance trusts
- Pet trusts
- Federal estate tax planning
- estate tax planning (Oregon and Washington)
- Business succession planning
- Family business planning
- Living wills
- Beneficiary designations for life insurance and retirement accounts
- Domestic partnerships
- Advance directives for medical care
- Durable powers of attorney
- Retirement benefits planning
- Planning for Incapacity
- Guardianships
- Conservatorships
Probate and Trust Administration
- Federal estate tax returns
- Estate tax returns (Oregon and Washington)
- Fiduciary income tax returns
- Probate
- Trust administration
- Estate administration
- Trust modification
- Asset distribution
- Guardianships
- Conservatorships
- Contested wills
- Family settlements
Tax & Business Planning
- Business formation
- Purchase and sale provisions
- Shareholder agreements
- Operating agreements
- Annual reporting
- Managing liabilities
- Business succession planning
