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.

The Law Office of Marisa M. Moneyhun – Portland
Ms. Moneyhun is the attorney owner of the Law Office of Marisa Moneyhun, LLC, a boutique law firm specializing in estate planning, trust and probate administration, and adult protective proceedings. She is a graduate of the University of Oregon and Willamette University College of Law. Ms. Moneyhun currently is a board member of the Oregon Women Lawyers Foundation, serves as co-chair for the Oregon Women Lawyer’s Leadership Committee, and is a member of the Gus J. Solomon Inn of Court and the Oregon Trial Lawyers Association.

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.

NW Estate Law, LLC – Portland
Ms. Williamson earned her bachelor’s degree from the University of Oregon in 1998, and a Doctor of Jurisprudence from the University of San Diego School of Law in 2002. She is licensed in California (inactive) and Oregon. She is also accredited with Veterans Administration. Ms. Williamson is the legal editor of the Oregon State Bar’s 2012 publication Legal Issues for Older Adults and a featured blogger on theseniorlist.com. In addition to her writing, she has been a speaker on topics relating to estate planning, guardianship, elder law, planning for long term care, and ethics. Ms. Williamson enjoys volunteering is the chair of the family events committee with the Multnomah Athletic Club, a board member of the Senior Provider Information Network, and is active at her children’s school.