TAMMI CARESS, JD, LL.M. ESTATE PLANNING

OUR MISSION

Always practice with integrity and transparency while providing client-centered,
honest, and effective legal counsel.

Caress Law About Page

OUR CORE VALUES

  • 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.

The practice of trust and estate law requires a demanding array of skills and expertise. Tammi Caress, founder of Caress Law, PC, launched her firm in 2013 after more than a decade of practice as a trusts and estates attorney. Tammi’s detailed knowledge of trust, estate and tax law, as well as complex federal and state government regulations, assists Tammi in providing her clients with a variety of viable options suitable to their specific needs.

Tammi has extensive knowledge of special needs and charitable trusts, and estate, gift, and generation- skipping transfer taxes. An animal lover, Tammi also assists clients in planning for their pets.

Born in Portland, Oregon, Tammi grew up mostly in Washington State. She received her Bachelor of Science degree from Washington State University before going to Boston’s New England School of Law, where she received her Juris Doctorate. She then earned her LL.M., a legal Master’s degree, in estate planning, at the University of Miami Law School. Tammi is one of but a handful of few trust and estate attorneys in Oregon or Washington with this advanced degree and training.

Tammi began her legal career in New Mexico, where she practiced trust and estate law for six years before moving home to the Pacific Northwest. When not practicing law, Tammi and her husband enjoy the Northwest’s magnificent outdoors, and take delight in biking, hiking and watching their golden retriever swim in the vast number of lakes and rivers in the area.

Previous Speaking EngagementsPREVIOUS SPEAKING ENGAGEMENTS

  • “Tax Practitioner’s Guide to Estate Planning and Probate & Trust Administration,” Oregon Association of Tax Consultants. 2020 & 2017
  • “Planning for Special Needs” Morgan Stanley. 2017
  • “What happens when a client dies? An overview of trust and probate administration, timing, taxation and fiduciary responsibilities”, NAPFA. 2017
  • “How Probate Can Affect your Real Estate Transaction,” Ticor Title. 2015, 2016, 2019 – this should replace “Probate Process and Effect on Real Estate”>/li>
  • “Probate Process and the effect on Real Estate,” Tricor Title. 2015-2016
  • “Estate Planning Basics and How to Avoid Probate,” Golden Years Real Estate Solutions. 2016
  • “Closing the Probate Estate,” National Business Institute. 2015
  • “What Seniors (& Those Who Help Them) Should Know About Financial Professionals,” Senior Social Services Network. 2015
  • “Probate Pitfalls.” Hewins Financial Service. 2012
  • “Estate Planning for Young Adults,” United Way Worldwide. 2010
  • “Estate Planning Basics,” National Business Institute. 2010
  • “Planning for Real Property in Estate Planning & Administration,” National Business Institute. 2008
  • “Estate Planning, Emphasizing Antique Automobiles,” Tumbleweed V-8 Club. 2008

PROFESSIONAL AND VOLUNTEER ACTIVITIES

  • Board of Directors, Oregon Women Lawyers Foundation, 2016 – Present
  • The Office of Philanthropy at Legacy Health, member of Allied Professionals Council, 2015 – present
  • Board of Directors, New Mexico Alzheimer’s Association, 2009 – 2010
  • Pro bono Attorney, Wills for Heroes, 2008 – 2010

BAR MEMBERSHIPS AND ASSOCIATIONS

  • Washington State Bar
  • Oregon State Bar
  • Multnomah Bar Association