Sara Butcher Attorney At Law | Estate Planning and Administration in Portland, OR


 

Call for Free Consultation
Tel: (503) 205-8397
Email: Sara@ButcherSmithLaw.com

Sara Butcher Attorney At Law has merged into Butcher & Smith Law, LLC. Please visit www.butchersmithlaw.com or email Sara@ButcherSmithLaw.com for more information.

Estate Planning

Your estate plan should fit your unique family and financial needs. With that in mind, I assist my clients in determining the best estate planning options for them. Depending on each client’s choice, I routinely prepare estate plans that include one or more of the following documents:

  • Wills
  • Revocable Trusts (aka Living Trusts or Family Trusts)
  • Irrevocable Trusts
  • Durable Powers of Attorney
  • Healthcare Directives
  • Nominations of Guardian/Conservator
  • Premarital Agreements
  • Domestic Partnership Agreements

If you already have estate planning documents in place, a periodic review may be needed. A review can let you know if changes in the law require updates to your documents or if other possible estate planning options are available.


Sara Butcher Attorney At Law | Estate Planning and Administration in Portland, OR | (503) 205-8397

Probate and Small Estate Proceedings

When a loved one dies, certain steps must be taken before that person’s property can be distributed. Depending upon the amount and type of property involved, either “probate” or a “small estate affidavit” may be required. Both procedures have court deadlines and rules which must be followed for those proceedings to go smoothly. After determining the process required I work closely with my clients to make sure that all deadlines are met and all documents and court filings are completed correctly with the least amount of trouble.


Trust Administration

Trusts are managed or “administered” by a trustee, who protects and distributes the assets on behalf of the trust’s beneficiaries. In administering the trust, a trustee must follow specific rules included in the trust agreement and the Oregon Uniform Trust Code. I assist trustees and trust beneficiaries in determining what procedures are required when administering a particular trust and assist in making sure that all rules are followed, all deadlines are met and all documents are completed correctly.


Trust and Estate Disputes

In certain cases, questions or disagreements may arise as to how an estate or trust should be administered or distributed. Sometimes the matter can be resolved with an agreement between the parties. In other cases, court involvement is needed or required. I assist my clients with all questions and disputes involving wills and trusts. I am experienced with both out of court agreements and litigation. After determining the issues involved, I am determined to provide the best and most efficient solution on behalf of my clients.


Guardianships and Conservatorships

When a friend or family member is unable to care for their physical or financial well being, it may be necessary to petition the court to appoint a guardian or conservator to act on that person’s behalf. A number of procedures and court deadlines are involved in guardianship and conservatorship proceedings. I work closely with my clients throughout the process to make sure that all procedures are followed and all duties are met on behalf of the protected person.

 


Portland Estate Planning Attorney | Portland Probate | Trust Administration | Oregon Estate Planning | Wills |
Trusts | Revocable Trusts | Irrevocable Trusts | Family Trusts | Special Needs Trusts | Guardianships | Conservatorships | Pre-Marital Agreements | Domestic Partnership Agreements | Powers of Attorney | Health Care Directives |
Estate Tax Planning | Probate Law | Oregon Estate Tax Returns | Federal Estate Tax Returns
| Home Visits Available


The hiring of an attorney is an important decision that should not be based solely on advertisements. Before you decide, you may request free written information about my qualifications and experience.

The materials found in this site are for general informational purposes oniy and are not for the purpose of providing legal advice or legal opinions on specific facts or circumstances. Only the "Attorney Bio" section of this website contains photographs of actual attorneys with the firm and all other photographs depicted are models and are used for illustrative purposes only.
520 SW Yamhill Street, Suite 206, Portland, OR 97204-1324 | (503) 205-8397 | Sara@ButcherSmithLaw.com