Timothy J. Wachter

Email: Phone: 503-226-1371

Timothy J. Wachter

Areas of practice

Charitable planning and organizations

Estate planning

Probate and trust administration

 

 

 

 

 

Tim’s background in tax, business transactions, and family businesses, allows him to provide an integrated estate planning approach to assist clients in meeting their family, business, charitable, and tax planning goals.

Admitted to practice

Oregon, 1987
Washington, 1990
United States Tax Court

Education

Washington State, B.A., cum laude (Accounting), 1984
Willamette University, College of Law, J.D., cum laude, 1987

Memberships & activities

Chair, Executive Committee, Estate Planning and Administration Section, Oregon State Bar Association (2007)

Fellow, American College of Trust and Estate Council (ACTEC)

Estate Planning Council of Portland

Washington State Bar Real Property, Probate and Law and Taxation Sections

Oregon State Bar Estate Planning and Administration, Taxation, and Elder Law sections

Professional Advisory Council, Community Foundation for Southwest Washington

Portland Planned Giving Advisory Board, WSU Foundation

Selected for inclusion in Best Lawyers in America 2007-present, Trust and Estates

Speaker, Rules and Rights that Affect Distribution, Administering Oregon Estates, Oregon State Bar CLE (2012)

Speaker, Revisiting a Trustee’s Duties, Power and Liabilities after Adoption of the Oregon Uniform Trust Code, OSCPA Estate Planning Conference (2008)

Speaker, “Measure 37 in the Trenches,” Hot Topics in Estate Planning, Oregon State Bar CLE (2005)

Speaker, Community Property for the Oregon Estate Planner, OSCPA Estate Planning Conference (2004)

Speaker, “Initiating Probate” Administering the Basic Estate, Oregon State Bar (2003)

Speaker, “Elective Share and Support,” Administering Oregon Estates, Oregon State Bar (2002)


Publications 

Author, Administering Oregon Estates, Chapter 8, Rights of Interested Persons, Oregon State Bar (2012 Revision)

Author, Trustee Duties – A Refresher, Oregon Estate Planning and Administration Section Newsletter (2009)

Author, Administering Trusts in Oregon, Chapter 5, Trustee Duties, Powers and Liabilities, Oregon State Bar (2007)

Author, Administering Oregon Estates, Chapter 8, Rights of Interested Persons, Oregon State Bar CLE (2004)