Karey A. Schoenfeld
Email: kschoenfeld@duffykekel.com
Phone: 360-750-0673
Areas of Practice
Estate Planning
Probate & Trust Administration
Business Counsel
Charitable Planning & Organizations
Karey’s legal practice focuses on estate planning, wealth transition planning, and the business needs of individuals and owners of closely held businesses. By combining estate planning with business consulting, Karey assists her clients with their legal needs, while minimizing income, gift and estate taxes. Her goal is to advise clients in creating, building and retaining wealth, while striving to minimize friction among family members and protecting assets as they pass from one generation to the next.
Karey practices in our Vancouver, Washington office. She has an LL.M. in Taxation from New York University, and maintains her CPA license in both Oregon and Washington (however, she no longer practices as a CPA).
Areas of Practice
Estate Planning
Probate & Trust Administration
Business Counsel
Charitable Planning & Organizations
Certifications/Admissions to Practice
Oregon State Bar, 1986
Washington State Bar, 1994
Oregon State Board of Accountancy, 1987
Washington State Board of Accountancy, 1995
United States Tax Court
Education
Bachelor of Business Administration, University of New Mexico, 1982
Juris Doctorate, Cum Laude, Willamette University College of Law, 1986
Master of Laws in Taxation, New York University School of Law, 1988
Professional Experience
Karey has practiced in Vancouver, Washington for over 25 years, both as a member of a small tax firm and as a partner in Ferguson & Schoenfeld, PLLC. Prior to working in Vancouver, Karey worked for the Arthur Young accounting firm, and the Schwabe, Williamson & Wyatt law firm in Portland, Oregon.
Professional Activities
Past chair, Tax section of the Oregon State Bar
Member, Tax Section and Estate Planning Section of the Oregon State Bar
Past president, Oregon Society of CPAs
Member, Oregon Society of CPAs
Co-Chair, Tax and Legislative Policy Team, Oregon Society of CPAs
Past member, Council of American Institute of CPAs
Member, Estate Planning Council of Southwest Washington
Publications
Karey has worked with the Oregon Legislature for many years to coordinate Oregon tax laws with changes in federal tax laws, and has written many articles on the topic. She has also spoken on various tax issues, including estate and trust matters, and comparisons of Oregon and Washington tax laws.
Community Involvement
Karey is actively involved in the Rotary Club of Vancouver, serving as the chair of the Vancouver Rotary Festival of Trees in 2004 and 2005, and on the board of the Vancouver Rotary Foundation from 2006-2012. Karey is a board member and treasurer of the Ovarian Cancer Alliance of Oregon & SW Washington, and the secretary of FISH food pantry of Vancouver. She is also the past president of the Free Clinic of Southwest Washington, and continues to serve on the finance committee.
“By failing to prepare, you are preparing to fail.” By Benjamin Franklin