Estate Planning in McMinnville, Oregon

 
The Estate Planning Attorneys at Haugeberg Rueter help clients create a comprehensive estate plan that is customized to each client's individual needs. The term ‘estate plan' goes beyond just a will. Depending on the client's desires, an estate plan may include:
  • A Will
  • A Trust
  • A General Durable Power of Attorney
  • An Advance Directive for Health Care
  • Coordination of Beneficiary Designations on Retirement Accounts
  • Coordination of Beneficiary Designations on Life Insurance
 
Last Will and Testament - Attorneys in McMinnville, OR
 
Many clients are interested in making sure their estates avoid the probate process at death. This often results in the creation of a trust during the client's lifetime as well as beneficiary designation coordination.
Our estate planning practice focuses on estate planning for clients with taxable estates as well as non-taxable estates and includes advice on a wide variety of matters including:
 
  • Trusts for Minor Children
  • Federal Estate Tax and Oregon Estate Tax Planning
  • Gift Tax and Generation Skipping Transfer Tax Planning
  • Charitable Gifts
 
  • Business Succession
  • Life Insurance Trusts
  • Supplemental Needs Trusts
 
 

Estate Administration (Probate & Trusts)

At Haugeberg Rueter we have an estate administration team which is comprised of three attorneys and three estate administration paralegals. Together we represent over 60 combined years of experience in probate and trust administration. Our goal is to assist our clients to administer their loved one's estate in the most efficient manner possible.
We represent executors (personal representatives) of probate estates to distribute the estate assets under the terms of the decedent's will or, if the decedent had no will, to the decedent's heirs as provided under Oregon law. We also represent trustees in the administration of a trust.
Whether the estate is a probate estate or a trust estate, we assist our clients with administrations issues such as:
 
  • claiming life insurance proceeds
  • claiming retirement accounts
  • division of assets for estate tax purposes
  • preparing federal estate tax and Oregon estate tax returns
  • settling claims against the estate
  • valuing assets
 
  • selling estate assets
  • creating trusts for children
  • filing income tax returns for the estate
  • advising personal representatives and trustees of their duties in connection with the administration and distribution of the estate