D. Charles Mauritz

D. Charles Mauritz
Estate Planning in Agriculture, Estate and Business Succession Planning, Federal and Oregon Estate/Gift Tax Dispute Resolution, Probate & Trust Administration
Contact Information:
Phone: 971-244-1836
Email: cmauritz@duffykekel.com
Admitted to Practice
Oregon, 1970
Texas, 1969 (Inactive)
United States Tax Court
Education
University of Texas, J.D., 1969
Colorado College, B.A., 1966
Professional Experience
Chuck entered private practice in 1974 after five years with the Internal Revenue Service in Portland, Oregon as an estate and gift tax attorney. While most of his time is spent in the Portland office, Chuck also maintains an extensive practice in Eastern Oregon assisting agriculture and small business clients through an office in Baker City.
Memberships & Activities
American College of Trust and Estates Counsel (ACTEC), Fellow & State Chair, member of Program Committee and Business Planning Committee
Estate Planning Council of Portland, Past President
Estate Planning and Administration Section, Oregon State Bar, Past Chair
Oregon State Bar CLE programs, Regular presenter on trust administration and tax planning issues
Special Legislative Subcommittees of Oregon State Bar, Member:
– revision of Oregon inheritance tax
– non-judicial trust modification agreement
– adoption of uniform trust code
– spousal elective share
– power of attorney
– Oregon uniform trust code revision
Publications
Administering Oregon Estates and Administering Trusts in Oregon, Co-author of chapters