John H. Rosenfeld

Education:
J.D., University of Oregon School of Law, Order of the Coif, 1977
B.S, University of Pennsylvania The Wharton School, magna cum laude, 1974

Biography:
John is head of the firm's wealth planning and probate practice which involves 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.

John is recognized as a leading trust and estates lawyer by The Best Lawyers in America®.

Professional Organizations:
Oregon State Bar
American Bar Association
American College of Trust and Estate Counsel (Fellow)
Estate Planning Council of Portland
Multnomah Bar Association