John Rosenfeld

John Rosenfeld

Partner

503.802.2010
john.rosenfeld@tonkon.com

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Services & Industries

Education

J.D., University of Oregon School of Law, 1977, Order of the Coif

B.S, University of Pennsylvania The Wharton School, magna cum laude, 1974

Bar & Court Admissions

Oregon State Bar

John is the Chair of Tonkon Torp’s Estate Planning Practice Group, involved in 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.

Community Involvement & Activities


Professional Memberships

American Bar Association
American College of Trust and Estate Counsel, Fellow
Estate Planning Council of Portland
Multnomah Bar Association

The Best Lawyers in America

1995-2022, Trusts & Estates

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Super Lawyers

2006-2018, Oregon Super Lawyer – Estate Planning & Probate

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Best Lawyers in America® Includes 53 Tonkon Torp Attorneys on 2022 List

Fifty-three Tonkon Torp lawyers representing 39 practice areas have been selected for inclusion in The Best Lawyers in America® 2022

Best Lawyers in America® Includes 49 Tonkon Torp Attorneys on 2021 List

Forty-nine Tonkon Torp lawyers representing 36 practice areas have been selected for inclusion in The Best Lawyers in America® 2021. A majority of attorneys have been named to the peer-review list in past years, and most have been recognized for more than five years.

2020 List for Best Lawyers in America® Includes 48 Tonkon Torp Attorneys

Forty-eight Tonkon Torp lawyers representing 39 practice areas have been selected for inclusion in The Best Lawyers in America® 2020. A majority of attorneys have been named to the list in past years, and most have been recognized for more than five years.

Best Lawyers in America® Names 51 Tonkon Torp Attorneys to 2019 List

Fifty-one Tonkon Torp lawyers representing 41 practice areas have been selected for inclusion in The Best Lawyers in America® 2019. Nearly all attorneys have been named to the list in past years, and have been recognized for more than five years

31 Tonkon Torp Attorneys Honored on 2018 Super Lawyers Lists

Thirty-one Tonkon Torp attorneys in 11 practice areas have been included in the 2018 Oregon Super Lawyers or Rising Stars lists. Tonkon Torp partner and bankruptcy authority Albert Kennedy has been once again recognized on the Top 50 list of Oregon lawyers rated most highly by their peers statewide.

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Publications & Presentations

“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