Family Law

• Guardianship

Business and Corporate Law

• Corporate Law
  She has experience representing tax-exempt organizations, both large and small, including public charities, private foundations, community foundations, and social welfare organizations. She has advised tax-exempt organizations in a wide variety of contexts, such as qualification for tax-exempt status, corporate governance, political and lobbying activities, grantmaking, excise taxes, unrelated business income tax, joint ventures, for-profit subsidiaries, mission- and program-related investments, and other social enterprise vehicles.

Trusts and Estates

• Estate Planning
  We look forward to working with you! We know clients often like to know what to expect before they contact us.  Below you will find an overview of the estate planning process and the probate processes.  We hope you find this information helpful.
• Wills
  Anne grew up in Portland, returning in 1994 to earn her law degree after she and her husband sold two businesses in Everett, Washington.  After law school, Anne clerked at the Oregon Court of Appeals before entering private practice where she found a passion for estate planning, probate and trust administration, as well as small business advising. Anne has been fortunate to combine her passion for both law and teaching by serving as a professor at Lewis & Clark Law School for the past 17 years, where she has taught Wills and Trusts, as well as lawyering skills courses focused on effective and professional communication, research, and writing.  Anne retired from teaching at the end of 2020, to focus on her law practice, while still finding time to enjoy family, friends, and the activities that bring her joy.
• Trusts
  We each have lost close family members, so we know what it’s like to grieve a great loss and handle a probate or trust administration—sorting through personal affects, managing financial matters, and communicating with family. So, along with the assistance of the firm’s wonderful and experienced support staff, we guide clients through the process and handle the technical details, allowing clients to focus their energy where it is needed most. We treat our clients how we would want to be treated.
• Power of Attorney
  An estate plan may include a will or trust (or both), a power of attorney, and a medical directive. As part of the plan, we may also review and recommend updating beneficiary designations on life insurance policies, and review and recommend updating retirement plans.
• Probate

Finance Law

• Tax Law
  Prior to law school, Kimberly worked in the non-profit sector for nearly a decade. Her position as Director of Development for Ecotrust, a Portland, Oregon-based nonprofit organization led her to pursue a career in tax law with the goal of facilitating social change through philanthropy, business, and social enterprise.