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
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
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