D. Charles Mauritz

Email: Phone: 971-244-1836

Dr. Charles Mauritz

Areas of Practice

Estate planning in agriculture

Estate and business succession planning

Trust and probate administration

Federal and Oregon estate/gift tax dispute resolution

 

 

 

Admitted to Practice

Oregon, 1970
Texas, 1969 (Inactive)
United States Tax Court

Education

University of Texas, J.D., 1969
Colorado College, B.A., 1966

Professional Experience

Chuck entered private practice in 1974 after five years with the Internal Revenue Service in Portland, Oregon as an estate and gift tax attorney. 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.

Memberships & Activities

American College of Trust and Estates Counsel (ACTEC), Fellow & State Chair, member of Program Committee and Business Planning Committee

Estate Planning Council of Portland, Past President

Estate Planning and Administration Section, Oregon State Bar, Past Chair

Oregon State Bar CLE programs, Regular presenter on trust administration and tax planning issues

Special Legislative Subcommittees of Oregon State Bar, Member:
– revision of Oregon inheritance tax
– non-judicial trust modification agreement
– adoption of uniform trust code
– spousal elective share
– power of attorney
– Oregon uniform trust code revision

Publications

Administering Oregon Estates and Administering Trusts in Oregon, Co-author of chapters