John H. Rosenfeld

Tonkon Torp LLP
1600 Pioneer Tower
888 SW Fifth Avenue
Portland, Oregon 97204

PHONE: 503.802.2010
EMAIL: john.rosenfeld@tonkon.com
Experience
News & Publications
John is a member of the firm's estate planning and probate practice that involves all aspects of gift, estate and generation-skipping transfer taxes. His practice includes the preparation and implementation of wills and all types of specialty trusts, including revocable living trusts, qualified terminable interest property (QTIP) trusts, life insurance trusts, generation-skipping trusts, Crummey trusts, title holding trusts and grantor retained annuity trusts (GRAT).

Much of his practice involves minimizing taxes on the transfer of wealth, using such techniques as family limited partnerships, family limited liability companies (LLC), and installment sales.

He specializes in estate and business planning for owners of closely held businesses. This involves the analysis of life insurance proposals, and preparation of shareholder agreements, buy-sell agreements, Section 303 redemption agreements and documents for corporate, partnership and LLC reorganizations and recapitalizations.

His practice includes advising clients on maximizing the tax benefits of charitable gifts, including the use of charitable remainder unitrusts and annuity trusts. He also represents public and private charitable organizations.

He is regularly involved in the administration of probate and non-probate estates, which involves post-death tax planning as well as the fundamentals of estate administration and the preparation of estate tax, gift tax and fiduciary income tax returns.

John is recognized as a leading trust and estates lawyer by The Best Lawyers in America®.

Recent Publications

  • "Support and Set Aside," and "Elective Share for Surviving Spouse," Oregon Probate System Manual
  • "Professional Responsibility of Lawyers in Life Insurance Planning," The National Law Journal

Recent Speech Topics

  • Alternatives to a Living Trust
  • Distributing Estates and Trusts
  • Charitable Remainder Trusts
  • Second Marriages
  • Dissolution and Death Taxes
  • Second and Third Generation
  • Wealthy Families


   
John is a member of the firm's estate planning and probate practice that involves all aspects of gift, estate and generation-skipping transfer taxes. His practice includes the preparation and implementation of wills and all types of specialty trusts, including revocable living trusts, qualified terminable interest property (QTIP) trusts, life insurance trusts, generation-skipping trusts, Crummey trusts, title holding trusts and grantor retained annuity trusts (GRAT).

Much of his practice involves minimizing taxes on the transfer of wealth, using such techniques as family limited partnerships, family limited liability companies (LLC), and installment sales.

He specializes in estate and business planning for owners of closely held businesses. This involves the analysis of life insurance proposals, and preparation of shareholder agreements, buy-sell agreements, Section 303 redemption agreements and documents for corporate, partnership and LLC reorganizations and recapitalizations.

His practice includes advising clients on maximizing the tax benefits of charitable gifts, including the use of charitable remainder unitrusts and annuity trusts. He also represents public and private charitable organizations.

He is regularly involved in the administration of probate and non-probate estates, which involves post-death tax planning as well as the fundamentals of estate administration and the preparation of estate tax, gift tax and fiduciary income tax returns.

John is recognized as a leading trust and estates lawyer by The Best Lawyers in America®.

Recent Publications

  • "Support and Set Aside," and "Elective Share for Surviving Spouse," Oregon Probate System Manual
  • "Professional Responsibility of Lawyers in Life Insurance Planning," The National Law Journal

Recent Speech Topics

  • Alternatives to a Living Trust
  • Distributing Estates and Trusts
  • Charitable Remainder Trusts
  • Second Marriages
  • Dissolution and Death Taxes
  • Second and Third Generation
  • Wealthy Families