Practice Areas: Estate Planning • Probate • Estate & Inheritance Tax Planning • Trust Administration • Trust Distribution • Business Formation

About

Greg’s practice emphasizes estate planning, trust and estate administration and assisting businesses and their owners with business formations and transactions. For more than 27 years, Greg has been assisting clients in identifying and realizing their estate planning goals and advising fiduciaries and family members with respect to the many aspects of administering decedents’ estates. Working closely with clients’ other trusted advisors in a coordinated effort is an integral part of Greg’s approach.

Greg began his professional career as a Certified Public Accountant and has 10+ years combined experience in financial statement auditing and tax compliance acquired during tenures with two of the “Big Four” public accounting firms, Ernst & Young LLP and PricewaterhouseCoopers LLP. Greg enjoys applying his accounting and tax experience to serve the needs of his clients.

During his career Greg has given presentations on various estate planning and tax topics to accountants, prospective clients and the Clark County (Washington) Bar Association, among others.  Greg has written articles for Tax Adviser magazine and from 2021 through 2024, Greg was the co-author, with Philip Janney, of Thompson – Reuters’ Practical Law – Probate and Ancillary Probate materials.

Experience

Education

• BS, University of Colorado (Business Administration, Accounting Emphasis), 1983
• JD, University of Oregon, 1992

Affiliations/memberships

• Washington State Bar Association
• Oregon State Bar Association–Estate Planning & Administration Section and Taxation Section
• Clark County Bar Association
• Multnomah County Bar Association

Admitted to practice

• State of Washington
• State of Oregon
• United States Tax Court