Smith, Davison & Brasier, PC

Attorneys & Counselors at Law

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

Probate & Trust Administration

courthouse4We are frequently called upon by Personal Representatives, Trustees and heirs of an estate to assist in the process of estate and trust administration. There are a myriad of issues that may arise in either a probate or trust administration, including spousal claims, assets passing outside the will or trust to a family member, the appraisal and sale of assets, the preservation and reinvestment of assets during the period of administration, tax elections, advancements to a beneficiary, and others.

Given the many diverse and potentially costly issues that may arise in the administration of an estate or trust, it is important to retain experienced counsel to assist you in this process.

Our law firm is well equipped to provide knowledgeable, prompt, understandable counsel to our clients following the death of a loved one to assure that the estate plan is implemented in the most efficient manner possible and all requirements of law are met.

We advise and assist clients in all aspects of estate and trust administration, including:

  • Probate Court Filings and Reporting Requirements
  • Locating Heirs and Estate Assets
  • Sale, re-titling and distribution of estate assets
  • Estate Tax and Income Tax Obligations
  • Resolution of Creditor Claims
  • Disclaimers and other Post-death Planning Strategies

Special Presentations

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

January, February, and 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

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