AnDee is a paralegal in the firm’s Estate Planning Practice Group. With over 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 healthcare), and advance directives
- Revocable and irrevocable trust funding
- 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
- Formation of corporations, partnerships, and limited liability companies for closely-held family businesses
- Corporate governance, compliance, and minute book maintenance for closely-held family businesses
When not at work, AnDee enjoys gardening, cooking, and singing, most frequently with the Portland Opera.