Estate Planning
Annie regularly advises clients regarding all aspects of estate planning, most commonly including will- and trust- based plans which incorporate appropriate estate tax planning, but also in relation to more complex planning strategies such as irrevocable gifting trusts, irrevocable life insurance trusts, charitable remainder trusts, and generation-skipping trusts. Annie believes that advanced planning can have a very real impact on clients’ lives, including planning for incapacity, protecting children/beneficiaries, reducing family tension, and implementing tax planning and charitable giving strategies. Annie is honored to partner with her clients to work through such important, complex, and personal planning decisions, and she is committed to providing her clients with personalized and experienced representation.
Trust & Estate Administration
Annie counsels clients in their capacities as trustees, personal representatives, and other fiduciary roles through the appropriate administrative process following death or incapacity. This includes working with trustees to properly administer and distribute the assets of a trust, advising personal representatives through the probate process, and preparing and filing Oregon state and federal estate tax returns. Annie understands that dealing with the death of a loved one is often a very emotional and difficult time, and therefore her objective in representing clients through the estate administration process is to ensure a smooth and uncomplicated experience.
Practice Areas
Education
Oregon State University
B.S. magna cum laude, 2008
Northwestern School of Law, Lewis and Clark College
J.D., 2011
Bar Admissions
- Oregon
Professional Activities
Annie is a member of the Estate Planning and Administration Section and Taxation Section of the Oregon State Bar, the Deschutes County Bar Association, Oregon Women Lawyers, and Cascade Women Lawyers. She is also a frequent speaker to both public and professional forums on estate planning and administrative topics. Annie is the Past President of the Deschutes County Chapter of the J.R. Campbell American Inns of Court, has volunteered her time with Constitution in the Classroom and Junior Achievement, is a graduate of Leadership Bend, and is a current member of the Board of Directors and Executive Committee for KIDS Center, Central Oregon’s child advocacy center.
Off the Job
Annie and her husband, Matt, have three young children, and therefore their lives are happily consumed with kids’ activities. During the summer months, Annie and her family can often be found camping around Central Oregon or hitting the pool on the weekends; during the winter, they enjoy skiing as a family, but also love to escape the chilly temperatures with a few “warm weather” getaways. Most recently, Annie her husband have enjoyed volunteering as coaches for Bend Parks and Recreation District’s youth lacrosse and volleyball programs.