Holly N. Mitchell
Areas of practice
Probate & trust administration
Charitable planning & organizations
Admitted to practice
Northwestern School of Law of Lewis & Clark College, J.D., 1984
Lewis & Clark College, B.A., 1975
Holly joined Duffy Kekel LLP in 2001 after many years of practice in Portland
Memberships & activities
Oregon State Bar Professional Liability Fund, Board of Directors, 2017 – Present
Oregon State Bar, Estate Planning and Administration Section, Executive Committee, 2011 – Present
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
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.