Smith, Davison & Brasier, PC

Attorneys & Counselors at Law

  • PRACTICE AREAS
    • ESTATE PLANNING
    • PROBATE & TRUST ADMINISTRATION
    • NON-PROFIT LAW
    • BUSINESS LAW
    • REAL ESTATE LAW
    • TAXATION
  • OUR FIRM
    • JEANNE SMITH (RETIRED)
    • MARILYN BRASIER
    • NADINE R. DAVISON
    • LINDSAY MALACHOWSKI
    • AMY HOOVER
    • ANDREW BARNETT
  • CONTACT US

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

Recent Presentations

May 2024 | Amy Hoover
Estate Planning Primer
Grace Center for Adult Day Services, 2024 Aging Summit
Corvallis, Oregon

April 2024 | Nadine Davison and Amy Hoover
Estate Planning Seminar
Linn-Benton Community College Foundation
Corvallis, Oregon

June 2022 | Marilyn Brasier
Planning for Peace of Mind
Lumina Hospice and Palliative Care "Illuminating" Series

February 2021 and April 2022 | Lindsay Malachowski
Estate Planning Primer: Understanding the Basics
Virtual Continuing Education Class with Ticor Title

May 2019 | Lindsay Malachowski
Estate Planning Primer: Understanding the Basics
Ticor Title, Corvallis, Oregon

October 2018 | Lindsay Malachowski
Maximized Giving: Charitable Contributions and Planned Giving
Old Mill Center, Corvallis, Oregon

Winter, Spring, Fall 2012 -2019 | Lindsay Malachowski
MicroBusiness Class Lecturer for LBCC
Albany, Oregon

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

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

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