Holly N. Mitchell

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Holly N. Mitchell



Areas of Practice

Estate planning, including wills and trusts Estate and gift taxation





Education

Northwestern School of Law of Lewis & Clark College, J.D. 1984.
Lewis & Clark College, B.A. 1975

Admitted to Practice

Oregon, 1984
Washington, 2006

Professional Memberships

Oregon State Bar, Taxation Section and Estate Planning and Administration Section
Oregon State Bar, Estate Planning and Administration Section CLE Committee
Washington State Bar, Real Property, Probate and Trust Section
Estate Planning Council of Portland

Professional Activities

2010 Oregon Society of Certified Public Accountants “Estate Planning in Oregon.”

Oregon State Bar CLE “Basic Estate Planning and Administration,” 2010.  Topic: Fiduciary Duties and Risks.

Oregon State Bar CLE “Administering the Taxable Estate” Seminar, 2009. Topic: The Oregon Inheritance Tax.

Multnomah Bar Association, 2009.  Topic: The Oregon Inheritance Tax.

Publications

“A Divided Second Circuit Fractionalizes Section 2036 in Estate of Stewart,” Journal of Taxation, October 2010, Vol. 113 No. 4.  Co-author.

“Adjusted Taxable Gifts and the Oregon Inheritance Tax,” Oregon State Bar Estate Planning and Administration Section Newsletter, October 2009.

“Calculating Bequests Under Formula Clauses,” Oregon State Bar Estate Planning and Administration Section Newsletter, October 2009.  Co-author.

“Inheritance Tax Credit for Farming, Forestry, and Commercial Fishing Property,” 2008 Oregon Legislation Highlights.

Professional Experience

Holly joined Duffy Kekel LLP in 2001 after many years of practice in Portland.