Practical Planning: So What You Want To Have Happen,
Will Happen!
JEANNE SMITH
Jeanne has been practicing law in Corvallis since 1990. She is a frequent speaker in Oregon and nationally at continuing education classes for attorneys, accountants and other professionals in estate and business planning.
Practice areas:
- Representing small to mid-size business including startup high technology
ventures and family businesses.
- Extensive experience in charitable trusts, family limited liability companies,
irrevocable gift trusts, IRA standalone trusts, incentive trusts, and business
succession planning.
- Estate planning including preparation of living trusts and wills, minimizing
estate taxes, charitable planning, asset protection, and wealth preservation.
- Advising nonprofit organizations on formation, operations and charitable giving.
Education:
- Temple University School of Law, magna cum laude, where she was Managing Editor of the Law Review.
- Purdue University, B.A. in political science.
- Jeanne is a trained mediator and teaches negotiation skills classes to professionals.
Professional affiliations:
- Oregon State Bar Association
- Estate Planning and Administration Section
- Business Law Section
- Computer Law Section
- Wealth Counsel, a national collaboration of Estate Planning Attorneys
- Wealth Advisors, a national collaboration of Estate Planning Professionals.
Volunteer work:
- Benton Hospice Service, Inc. -- Board of Directors 1992-1998, 2006 to
present
- Business Enterprise Center (a local business incubator) - Board of Directors
1993 - present, Chair 1996-1997
- Good Samaritan Hospital Foundation -- Board of Trustees 1997 - present
- Corvallis Chamber of Commerce -- Board of Directors 1995- 2001
Experience before starting the Firm:
- Six years working in sales and marketing for two Fortune 500 companies,
Johnson & Johnson and Container Corporation of America.
- Associate, Saul, Ewing, Remick & Saul, a large Philadelphia law firm.
- Deputy Corporate Counsel to Shared Medical Systems Corporation, a publicly traded, $500 million producer of software and services to the health care industry.
Click here for a list of Jeanne's previous publications and presentations
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