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D.
Charles Mauritz
E-Mail:
cmauritz@duffykekel.com
Education
University of
Texas, J.D.,
1969
Colorado
College, B.A.
1966
Professional
Experience/Areas
of Practice
Chuck entered
private practice
in 1974 after
five years with
the Internal
Revenue Service
in
Portland, Oregon
as an estate and
gift tax
attorney. Before
coming to Duffy
Kekel LLP, Chuck
practiced with
the firm of
Davis Wright
Tremaine in
Portland. He
practices
principally in
the
following areas:
-
Estate
planning and
administration
-
Business
succession
planning
-
Wealth
transfers
-
Tax audit
dispute
resolution
-
Charitable
and
nonprofit
entities
-
Federal and
state
taxation,
including
income,
estate, and
gift
taxation
While most of
his time is
spent in the
Portland office,
Chuck also
maintains an
extensive
practice in
Eastern Oregon
assisting
agriculture and
small business
clients through
an office in
Baker City.
Admitted to
Practice
Oregon, 1970
Texas, 1969 (Inactive)
United States
Tax Court
Professional
Memberships/Activities
Fellow and State
Chair, American
College of Trust
and Estates
Counsel (ACTEC)
Past President,
Estate Planning
Council of
Portland
Estate Planning
and
Administration
Section, Oregon
State Bar
Regular
presenter at
Oregon State Bar
CLE programs
Co-author of
chapters in
Administering
Oregon Estates
and
Administering
Trusts in Oregon |