Life Insurance Planning

Attorneys

• Steven Zipper Shareholder
  

  Steven Zipper

  Shareholder

  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!
   
• Stefan Wolf Shareholder
  

  Stefan Wolf

  Shareholder

  Stefan views his role as a strong support system, guiding people through the critical personal and financial choices involved in estate planning. As an experienced estate planning attorney, he regularly assists clients with wills, trusts, planning for incapacity, gift tax returns, estate tax returns, and probate and trust administration matters. Anchored by his attentive spirit and genuine charm, Stefan offers clients both candid and compassionate counsel – recognizing estate planning as one of the most important aspects in a person’s financial life. He approaches each client’s unique situation by identifying their personal and financial goals so that their estate can be handled in accordance with their wishes and in a tax-efficient manner. 
  
  As a Portland native, Stefan enjoys skiing, soccer, and spending time with his family. When asked where he would live if he could choose any place in the world, he’s quick to respond with his hometown of Portland, but admits the island of Kauai comes in at a close second.
  
  
• Sara Winter Shareholder
  

  Sara Winter

  Shareholder

  Sara has a natural talent of instantly connecting with people. Both personally and professionally, building great relationships has always been the cornerstone of her success. Whether she is helping clients plan for their future or guiding them through the loss of a loved one, her goal is to give clients comfort that their loved ones are taken care of, preserve their legacy, and achieve their goals. Knowing each client has different needs, and complexity of estate planning work, she strives to ensure each client understands the work being done—and more importantly, the mission behind it—in a practical and sensitive manner. With an LL.M. in Taxation, Sara uses her expertise to place a special focus on tax planning for all of her clients, whether it is income, gift, or estate related.  
     
  Sara relocated to Portland after a decade of building a successful estate planning practice in Houston, Texas. When she’s not helping clients plan for their future, you’ll likely find Sara running, baking, or spending time with her husband, their son, and their French Bulldog, Butters.
  
  Her professional motto is "Alone we can do so little; together we can do so much." –Helen Keller