Holly N. Mitchell

Email: Phone: 503-226-1371

Holly N. MitchellAreas of practice

Estate planning

Probate & trust administration

Charitable planning & organizations

 

 

 

 

Admitted to practice

Oregon, 1984
Washington, 2006

Education

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

Professional experience

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

Memberships & activities

Oregon State Bar, Estate Planning and Administration Section, Executive Committee

Oregon State Bar, Taxation Section

Estate Planning Council of Portland

Washington State Bar, Real Property, Probate and Trust Section

Oregon State Bar CLE, Administering Oregon Estates, Preadministation Procedures and Special Considerations, 2012

Oregon Society of Certified Public Accountants, Estate Planning in Oregon, 2010

Oregon State Bar CLE, Basic Estate Planning and Administration, Fiduciary Duties and Risks, 2010

Oregon State Bar CLE, Administering the Taxable Estate Seminar, The Oregon Inheritance Tax, 2009

Multnomah Bar Association, The Oregon Inheritance Tax, 2009

Publications

Preadministration Procedures, Oregon State Bar, Advising Oregon Estates.

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.