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Estate Planning
Tax Planning
Probate
Business
Probate & Estate Planning Attorney Bend, Oregon
Veteran-Owned & Operated
A Will or Trust is only one part of estate planning.
As part of this comprehensive plan, your estate is managed for the duration of your life, including periods of disability, and your assets are utilized to the fullest extent possible.
During the transfer of those assets, you should feel confident and at ease knowing that they will be distributed according to your wishes, in a timely and appropriate manner.
De Alicante Estate Plans Typically Include:
Wills
Powers of Attorney
Advance Medical Directives
HIPAA Authorizations
Investment Planning
Retirement Planning
Business Succession Planning
Tax Planning
Charitable & Lifetime Giving
Disability Planning
Special Needs Planning
Planning for Minors
Assignments of Personal Property
Assignments of Business Interests
Instructions on Funding Remaining Assets
Estate planning is not “one size fits all.”
There are many unique aspects to consider, which is why we fully personalize every plan for each client. Proper estate planning can prevent probate, keep your estate private, reduce or completely eliminate estate taxes, and expedite the transfer of your assets between your estate and your beneficiaries.
EFFECT OF ESTATE PLANNING OPTIONS
War Stories with Tony
Tony F. De Alicante was born in Portland, Oregon. After studying business administration at Pacific Lutheran University in Tacoma, Washington, he earned his master’s and law degrees at Willamette University in Salem, Oregon. During his time at Willamette, he worked as an extern for the Oregon Supreme Court. Upon graduating from Georgetown University Law Center in 2002, Tony obtained his LL.M. in Taxation.
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Primary Practice Areas
Estate Planning
Communicating, protecting and carrying out your wishes for your loved ones.
Probate
Helping clients navigate Probate in Bend, Oregon.
Business
Effective legal representation for our clients in Oregon.
Taxes
Maximize the net profits of your business and minimize taxation on your estate.
Tony was very thorough and helpful in updating my living trust and pour over will. He explained each step in a manner that was easily understood. I highly recommend him for this service.
Tony was really good about explaining all of the nitty gritty details of a trust. We really appreciated his willingness to call us back when we did not have a clear understanding on some details.