Smith, Davison & Brasier, PC

Attorneys & Counselors at Law

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Estate Planning

family_350The laws that influence estate planning techniques range from complex federal tax provisions to state laws regarding inheritance, and changes occur with every legislative session and court case involving the subject. A significant portion of the practice of all of the attorneys in our office is devoted to estate planning.

Our team approach in working with our clients helps to insure that our clients receive the most skilled and effective representation possible.

We are committed to providing unsurpassed service to our clients to take care of their families during lifetime, disability, and after the death of a loved one.  Our goal is to assist you in protecting and transferring your assets at the lowest possible tax cost, while preserving your family values and ideals as part of your legacy, ensuring that your assets will pass to the beneficiaries designated by you as you direct, and taking appropriate steps to minimize court involvement.

During the estate planning process we strive to assist our clients in preparing for and meeting challenges and opportunities associated with aging.

Basic Estate Planning – Designing a legacy and values based plan:

  • Wills
  • Trusts
  • Incentive trusts
  • Disability Planning
    • Health Care Directives
    • Powers of Attorney

Second Marriages and Blended Families

Non-traditional Families and Domestic Partners

Advanced Estate Planning:

  • Wealth Preservation Strategies
  • Family Limited Liability Companies
  • Intergenerational Planning
  • Business Succession Planning

Estate Tax Planning – Minimizing estate and gift taxes

Charitable Planning – Making Charitable Gifts during Lifetime and at Death:

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Private Foundations
  • Donor Advised Funds
  • Planned Gifts

Special Presentations

March 2017 Nadine Davison
Estate Planning Presentation
Beit Am Jewish Community
Corvallis, Oregon

February 2017 Marilyn J. Brasier
Formation of Section 501©(3) Charitable Organizations
Lions District Conference
CH2M Hill Alumni Center, OSU
Corvallis, Oregon

October 2016 Nadine R. Davison
Wills, Trusts & estates Lectures
Linn Benton Community College

September 2016 Jeanne Smith & Marilyn Brasier
Charitable Giving Seminar
Hosted by Benton Hospice Service
Corvallis, Oregon

June 2016 – Nadine Davison
Estate Planning presentation to Philanthropic Educational Organization
Corvallis, Oregon

March 2016 Lindsay Malachowski
Personnel Policy Primer
Corvallis Chamber of Commerce
Corvallis, Oregon

Winter, Spring, Fall 2016 -2017 Lindsay Malachowski
MicroBusiness Class Lecturer for LBCC
Albany, Oregon

January, February 2016 • Nadine Davison
Wills, Trusts & Estates Lectures for Linn Benton Community College
Corvallis, Oregon

January 23, 2016 • Jeanne Smith
Policies Your Board Can’t Live Without
Ninth Annual Nonprofit Organization Board Training Symposium, hosted by Financial Stewardship Resources, Inc.
Corvallis, Oregon

October 3, 2015 • Lindsay Malachowski
Policies Your Board Can’t Live Without
Center for Nonprofit Stewardship Resources • Southern Oregon Nonprofit Organization Board Training
Ashland, Oregon

Smith, Davison & Brasier, PC

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