AnDee joined Tonkon Torp in 2017 as a paralegal in the firm's Estate Planning Practice Group. With nearly 20 years of experience, she specializes in estate and business succession planning for Oregon and Washington clients, including the following:
 
  • Estate planning document production, including revocable trusts, irrevocable trusts, wills, powers of attorney (financial and heath care), and advance directives
  • Revocable and irrevocable trust funding
  • Formation of corporations, partnerships, and limited liability companies for family businesses
  • Corporate governance, compliance, and minute book maintenance for family businesses
  • Post-death trust administration
  • Preparing and filing Federal Form 706 Returns, Federal Form 709 Returns, Washington State Estate and Transfer Tax Returns, and OR-706 Returns
  • Administration of probate, wrongful death, guardianship, and conservatorship court proceedings
 
When not at work, AnDee enjoys gardening, cooking, and singing, most frequently with the Portland Opera.