Holland & Knight LLP – Portland
Mr. Berselli is an associate in Holland & Knight’s Portland office and is a member of the firm’s Private Wealth Services Practice Group. Mr. Berselli focuses his practice on tax planning for individuals and businesses, including corporate and estate planning for closely-held and family owned businesses. In addition, he provides tax planning counsel for all types of business transactions related to corporate entities, including IRC § 501(c)(3) nonprofit corporations, general and limited partnerships, subchapter C and subchapter S corporations, and limited liability companies. Mr. Berselli also represents personal representatives of probate estates, trustees, conservators and guardians in the discharge of their fiduciary duties.

Stoel Rives LLP – Portland
Ms. Bock counsels clients in the administration of estates and trusts and provides corporate, tax and financial planning. Her practice includes advising clients in the areas of income, estate, and gift taxes; counseling trustees and beneficiaries; doing charitable planning; and working with families and closely-held businesses to achieve business succession planning and the creation of small family businesses. Ms. Bock has successfully represented numerous clients before the IRS and U.S. Tax Court on valuation of closely held business interests.

Holland & Knight LLP – Portland
Mr. Husbands is a partner and the regional team leader for Private Wealth Services in in Holland & Knight LLP’s Portland office. He represents clients in an array of business, tax, business succession and estate planning matters, including business reorganizations, acquisitions, and divestitures. He writes and speaks on business, tax, life insurance, and asset protection matters concerning businesses and high net-worth individuals. Mr. Husbandsreceived a degree in Finance from the University of Texas at Austin and his J.D. degree cum laude from Lewis & Clark Law School. He is a fellow of the American College of Trust and Estate Council, where he is chair of the New Fellows Steering Committee and Oregon state chair-elect, and is on the board of the Estate Planning Council of Portland.

Duffy Kekel LLP – Portland
Ms. May has been advising clients regarding tax-efficient transfers of interests in closely held businesses, real property and other assets for 15 years. Her practice includes estate planning and preparation of revocable trust agreements, wills, life insurance trusts, gift trusts and other irrevocable trusts, as well as assistance with the administration of trusts and decedents’ estates. Ms. May also helps nonprofit organizations obtain and maintain tax-exempt status. In addition to her law practice, she teaches estate planning at Lewis and Clark Law School.

Ms. Moneyhun is one of the founding partners of Kehoe Moneyhun Law, LLC. Her practice focuses exclusively on estate planning, estate administration, guardianships and conservatorships in Oregon and Washington. Born in Portland and raised in Clackamas, Ms. Moneyhun is an Oregonian through and through. Ms. Moneyhun attained her Bachelor’s degree from the University of Oregon, in Eugene, and her J.D. degree from Willamette University College of Law, in Salem. Ms. Moneyhun began her career as a judicial clerk at the Multnomah County Courthouse clerking for Judge Dale Koch and Judge Karen Immergut. After clerking Ms. Moneyhun worked at a small firm where she focused her practice on probate administration and guardianships. In 2012, Ms. Moneyhun opened the Law Office of Marisa Moneyhun, LLC, focused exclusively on assisting individuals and families with estate planning, trust and estate administration, and adult protective proceedings. Kehoe Moneyhun Law, LLC, is a combination of the Law Office of Marisa Moneyhun, LLC, and the collaborative and family law firm Kehoe Law (formerly Osher Law).

Law Offices of Geoff Bernhardt – Portland
Ms.Nimnicht is an attorney with the Law Offices of Geoff Bernhardt in Portland. Her practice focuses on estate planning and administration, special needs planning, long-term care planning, guardianships, and conservatorships. She is a member of the Oregon State Bar, Oregon Women Lawyers, and the Multnomah Bar Association. Ms. Nimnicht has a bachelor’s degree from New York University, and she earned her law degree from Lewis & Clark Law School.

James Oberholtzer, Chartered – Portland
Mr. Oberholtzer is an attorney in private practice with over 30 years of experience with offices in Portland, Oregon, and Chicago, Illinois. He advises individuals, families, closely-held businesses and tax-exempt organizations on legal and tax matters. He is licensed in Virginia, Illinois, Oregon and Washington. He is A-V rated by Martindale Hubble/ Lawyers.com and “Superb 10/10” by AVVO.com.

HAN Legal – Portland
Ms. Vakoutis is an attorney with HAN Legal, where she focuses her practice in the areas of fiduciary litigation, estate and trust planning, and administration. She received her Juris Doctor, cum laude, from the John Marshall Law School in Chicago, Illinois. Prior to practicing law, Ms. Vakoutis worked as an accountant at Arthur Andersen, LLP, and Northwestern University, and she obtained her Certified Public Accountant license in Illinois. She often uses her knowledge of finance and accounting to advise clients on the key issues that may arise in the areas of estates and trusts.

Ms. Williamson began NW Estate Law, LLC with a mission of creating a law firm where people feel welcome and heard. She believes people are best served when they are free to laugh, cry, and share their fear, struggle, and joy. She wants her clients to understand their options and feel comfortable to ask questions. With client engagement and comfort in mind, she offers flat rates in long-term care, Medicaid, and estate planning. This way clients do not feel rushed by the clock or feel they cannot take the time to ask questions. Initial contacts are in person, over the phone, or over Zoom based on client’s preference and location. Home visits are also made available to people who need them. Ms. Williamson graduated from University of Oregon with a major in Psychology and a minor in business administration. She then attended the University of San Diego School of Law – a choice she made due to their Child Advocacy Clinic. Upon returning to Oregon, she was in-house counsel, co-owner, and manager of a family company that focused on connecting older Oregonians with appropriate housing and care services. It is in this position she saw the pitfalls of not having an appropriate and well-crafted estate plan in place and realized there was a need in the community for an attorney with her skills and caring approach.