Laurie works with clients to establish cohesive, integrated estate plans that meet each client’s individual goals for wealth transmission and tax planning. Laurie is committed to getting to know her clients and tailoring the proper estate planning mechanism to the client’s circumstances. Communication is crucial to the success of any plan.
Laurie’s expertise lies in estate planning, tax, probate and trust administration matters. She has represented new nonprofits in achieving IRS tax exempt status, and has represented clients with complex tax issues in obtaining private letter rulings from the IRS.
Laurie grew up in Eastern Oregon and has lived in Western Oregon for many years. She loves to read just about anything and enjoys horseback riding, traveling, and flower gardening (weeding, not so much).
J.D., magna cum laude, Willamette University College of Law, 2007
B.A., magna cum laude, Spanish, Linfield College, 1992
Professional Honors and Activities
American Bar Association
Eugene-Springfield Tax Association
Board Member 2009 – 2012
Eugene Estate Planning Council