Lake Oswego • Call (503) 726-5990
April 2, 2021
Traditional estate planning typically focused solely on avoiding state and federal estate tax. This made sense given the tax laws at the time. However, the traditional tax formulas used in estate planning documents have caused issues given the current tax climate. For instance, planners often used a tax formula that required the full $1,000,000 to […]
"Every step of the way, Julia was there. She was extremely organized, anticipated questions, she held our hands (figuratively), and walked us through all of the proceedings. She knew her stuff, and it showed. There is nobody I would rather have on my side than Julia Rice when a lawyer is actually needed. And when you don’t need a lawyer, Julia is a fun and interesting person to have a coffee with."
Marea Smele
"My wife and I knew we needed an estate plan but did not really know any more than that. Julia spent considerable time understanding our needs and questions, treating us with respect and patience. As the details of the estate plan were taking shape, she was able to explain the information in a way that was easy to understand and interesting. Her depth of knowledge is impressive."
David Smith
"Julia Rice helped with structuring and formation of several of my businesses: a tech company, and services companies. She is an incredible attorney, and not only is able to go in-depth on many areas but is also able to explain them in simple terms."
Nik Garkusha
"Julia is so wonderful and helpful. I'm helping someone with some challenging issues and she was very responsive, compassionate, and resourceful. Don't hesitate to hire her."
Amunet Burgueno
"Julia is a professional and accomplished attorney who is personable and easy to relate with. She listens and takes the time to explain complex topics in an understandable fashion. She developed a quality plan for our family and as our needs evolve and change I plan to continue to consult with her to keep our estate documents updated. I highly recommend her!"
Kylene Elvrom
Julia was able to clearly explain the value of a trust in estate planning, and how it would apply to my situation. Based on the consultation, it was clear that it made good sense. So, I hired Julia, and I now feel confident that my estate wishes will be realized."
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