"By nature, I’m a listener and a planner. This allows me to help my clients clarify their goals so we are on the same page, resulting in better planning."
Steve combines his 23 years as an estate planning attorney with a solid tax background working at two of the "Big Five" accounting firms. As Shareholder of the estate planning practice Steve manages the business and assists clients with all aspects of their estate plans including wills, trusts, life insurance planning, estate and trust administration after death (including probate), as well as estate, gift and generation-skipping transfer tax planning. Steve’s focus is on helping people plan for protecting what is important to them, both during life and upon their death.
As an estate planning attorney, Steve is a sincere advocate and planner, working with clients through the complexities of their situations. In his personal life Steve enjoys spending time with his family, bicycling around Portland and planning for his next big travel adventure!
