Estate Planning & Tools
Probate & Trust Administration
Tax & Business Planning
Downloadable Estate Forms
Estate Planning & Tools
Probate & Trust Administration
Tax & Business Planning
Downloadable Estate Forms

We recognize that these are uncertain times, and we want to assure you that everyone at Caress Law, PC is still committed to our clients and serving your needs. Our #1 priority is the safety and well-being of our team and our clients. We are still open for business. Please rest assured that we are fully operational and will continue to be available via phone, email, video conferencing, and in person meetings by appointment only. Pursuant to Oregon Health Authority recommendation, face masks are required while visiting our office, even for those who are fully vaccinated.

COVID-19 Update

Why Tammi Caress?

estate planning attorney portland or

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.

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OUR

STRENGTHS

Integrity

INTEGRITY

INTEGRITY

Our firm’s value system upholds the soundness of moral principle and character to ensure decisions meet just and ethical standards.

Client-Focused

CLIENT-FOCUSED

CLIENT-FOCUSED

We will make sure you are fully involved and understand the financial and legal outcome for all viable options with your best interest in mind.

Efficacy

EFFICACY

EFFICACY

We are flexible and responsive to changing legal, regulatory, and business environments to ensure you receive the best and most effective representation.

Transparency

TRANSPARENCY

TRANSPARENCY

We will always maintain clear, open and consistent communication with our clients and fellow professionals.

Stability

STABILITY

STABILITY

We uphold a strong and durable foundation so we can deal with estate and trust legalities that are delicate and complex in nature.

Reliability

RELIABILITY

RELIABILITY

Our organized and efficient legal processes are based on a foundation of trust and reliability so clients can focus on other more important areas.

OUR

STRENGTHS

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

estate planning

Find Out How We Can Help

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