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503.802.5730 Accordingly, please do not send us any confidential or secret information about any matter that may involve you until you receive a written statement from us that we represent you (an engagement letter). Or.) Prior to joining Tonkon Torp, Costello practiced estate and trust law in Maryland and was a member of both the Baltimore County Estate Planning Council and the Estates & Trusts Committee of the Baltimore City Bar Association. The successful sale of Portland-based Rejuvenation to a major, national home furnishings company was facilitated by an interdisciplinary team of Tonkon Torp business lawyers. City of Portland Business License Appeals Board Clients say she deploys a unique combination of intelligence and common sense to help them solve their legal problems, without forgetting the all-important human side of any problem. She is married to Peyton Lieuallen, a retired educator, and has one son who is a student at Portland State University. Pro Bono Attorney, Oregon State Bar

Forty-eight Tonkon Torp lawyers representing 39 practice areas have been selected for inclusion in The Best Lawyers in America 2020. Toastmasters International, 2012-2022, Tax Law We encourage you to contact us if you have further questions about our firm or our experience. Estate Planning & Advocacy Before practicing law, Tim worked at the International Rescue Committee, staffing refugee relief operations in Central Africa and Asia, and at the National Committee on U.S.China Relations, promoting dialogue between the United States and the Peoples Republic of China. Before the pandemic, downtown office space across the United States favored landlords in virtually Attorney Danny Newman has an in-depth article recapping several recent Ninth Circuit case decisions published in the newest installment of the OSB Debtor-Creditor Section Newsletter. Tim additionally works on matters involving estate and gift tax preparation, business formation, and tax planning. Or.) Clients value our extensive knowledge of real estate, land use, and environmental law, all of which are relevant to forest products issues. Helped negotiate and implement an administrative order for the $6 million cleanup and removal of PCB-contaminated cooling pond at a former sawmilland plywood plant in Montana. By David J. Petersen Portland innovators PAE Engineers and ZGF Architects recently combined forces with several other joint venture partners to show that living buildings are commercially feasible. Nearly all attorneys have been named to the list in past years, and have been recognized for more than five years. Its often the case that business attorneys shy away from justice-related pro bono work that requires appearing in court.

PORTLAND, Ore. (October 26, 2021) Tonkon Torp LLP welcomes attorney Timothy Costello to its Estate Planning Practice Group. Represented Rejuvenation, Inc. in the sale to a national leading home furnishings company. Fifty-one Tonkon Torp lawyers representing 41 practice areas have been selected for inclusion in The Best Lawyers in America 2019. She is experienced in corporate, partnership, and individual taxation matters, as well as the income tax and transfer tax issues of trusts and estates. Tonkon Torp LLP welcomes attorney Samantha Klausen to its Business Department. | Privacy Policy | Legal Notice | Sitemap | Website by Madrone Communication, 2022 Tonkon Torp LLP | All Rights Reserved. Much of his practice involves minimizing taxes on the transfer of wealth, using such techniques as family limited partnerships, family limited liability companies (LLC), and installment sales. |, Executive Compensation & Employee Benefits. Solongo joined Tonkon Torp in 2019, working first as a team assistant and then legal assistant in the business department before advancing to her role as paralegal. Karen regularly assists clients in the creation and development of estate plans through the assessment of assets and goals, and understands complex tax and entity planning including the use of grantor trusts and family limited liability companies. Gwens tax practice includes advice to individuals, businesses, nonprofit entities, and local governments on federal and state tax issues. Before the pandemic, downtown office space across the United States favored landlords in virtually Attorney Danny Newman has an in-depth article recapping several recent Ninth Circuit case decisions published in the newest installment of the OSB Debtor-Creditor Section Newsletter. We represent clients in audits and examinations by various regulators and have a deep knowledge on a multitude of regulatory and compliance matters, including the Dodd-Frank Wall Street and Consumer Protection Act. This involves the analysis of life insurance proposals, and preparation of shareholder agreements, buy-sell agreements, Section 303 redemption agreements and documents for corporate, partnership, and LLC reorganizations and recapitalizations. (Ninth Circuit Court of Appeals). Through her work as neutral legislative drafting counsel, Maureen made key contributions to a three-bill package enacting concepts of the Private Forest Accord (PFA) into Oregon law, a precedent-setting collaboration between the timber industry and environmental groups. We offer counsel to investment advisers, broker-dealers, CPAs, banks, non-bank lenders, mortgage lenders, insurance companies, fintech companies, and software vendors. Tonkon Torp negotiated and finalized the sale of Vancouver-based Cadet Manufacturing to an Irish company called Glen Dimplex, the world's largest electric heat manufacturer. In Montana, assisted Stimson in the negotiation and implementation of an administrative order for the $6 million cleanup and removal of a PCB-contaminated cooling pond formerly owned by Stimson. Panelist, Tax and Other Implications of the SECURE Act And What You Can Do About It! Allium Financial Advisors, March 2020, How not to Run a Foundation: Lessons from the Trump Foundation Lawsuit, Northwest Planned Giving Roundtable Annual Conference, September 2018, From Taxes to Taxidermy: A Taxonomy of Topics for High Net Worth Clients, September 2018, Protecting Vulnerable Adults from the Big Bad (Financial) Wolf, Oregon Business Magazine, September 2018, Perfect Raincoats: Planning for Changing Seasons, March 2018, Wealth Management: A Wealth of Options for Smart Planning, Portland Business Journal Thought Leader Forum, December 2016, 2022 Tonkon Torp LLP | All Rights Reserved. A majority of attorneys have been named to the peer-review list in past years, and most have been recognized for more than five years. Karen previously worked as an attorney with Lane Powell PC, Williams Kastner & Gibbs, PLLC, and Bullivant House Bailey, PC. We also draw on our significant corporate and litigation experience when advising private timber companies and sawmills, timberland owners, and others. Board Member John is the Chair of Tonkon Torps Estate Planning Practice Group, involved in all aspects of gift, estate, and generation-skipping transfer taxes. The Fleischer Case: IRS Challenges Ahead for Insurance Producers? Oregon Women Lawyers (Bankr. Washington State Bar Association Regularly represent a variety of manufacturing and commercial operations to come into or maintain compliance with state, municipal, and local stormwater regulations. Board of Directors, 2020-Present, University of Wisconsin Alumni Association, Portland Chapter Estate Planning Council of Portland Griffith leads Tonkon Torps Tax and Employee Benefits practice group and is a member of the firms Estate Planning practice group.

Crypto Trading Platforms and Bankruptcy: Are Investors Protected? He served as a member of both the Baltimore County Estate Planning Council and the Estates & Trusts Committee of the Baltimore City Bar Association. A 2017 Tax Court decision, Fleischer v. Commissioner, may call into question a tax planning strategy commonly used by commissioned brokers and salespersons in many industries. PORTLAND, Ore. (January 21, 2020) Karen Hobson has joined the Estate Planning Practice Group at Tonkon Torp. Advisory Editorial Board (professional publication of the AICPA), Eugene Opera Her most recent book, Family Wealth Transition Planning (Wiley, 2009), is a guidebook for families and advisors addressing family business succession issues. | Privacy Policy | Legal Notice | Sitemap | Website by Madrone Communication, 2022 Tonkon Torp LLP | All Rights Reserved. Tonkon Torp represented a national financial services provider in a multi-step M&A transaction that repositioned payment stream portfolios and resulted in the acquisition of operating offices. Estate Planning & Advocacy Al Kennedy orchestrated the acquisition of Pope & Talbot's operations in South Dakota and Wyoming by a strategic buyer. This detailed and linear sequence was completed in six weeks with negotiations involving multiple parties. He specializes in estate and business planning for owners of closely held businesses. EEOC Issues Updated Guidance on COVID-19 in the Workplace, Attorney Maureen McGee Contributes to Enactment of Private Forest Accord, Tonkon Torp Welcomes Samantha Klausen to its Business Department, Oregon Releases Widely Anticipated Wildfire Risk Map, Kimberlee Stafford Elected Chair of The Street Trust Board of Directors, Department of Labor Announces Final Rule on Joint Employer Liability . My Client Didnt Mean to Do That What Now? IRS/Practitioners Forum, Oregon Society of CPAs, October 2014, The Relationship Between a Companys Health and Wealth, Growing a Company that is Healthy, Wealthy, and Wise: A Seminar for Women Business Leaders, KeyBank Club, October 2014, Recent Federal Tax Cases and Rulings, Oregon State Bar Taxation Section, September 2014, Recent Oregon Tax Court Cases, Oregon Society of Certified Public Accountants, January 2014, 2022 Tonkon Torp LLP | All Rights Reserved. On October 26, Gwendolyn Griffith, Chair of Tonkon Torps Tax Practice Group, was a featured speaker at the annual Northwest Federal Tax Conference. S.D.N.Y.) Tonkon Torp LLP welcomes attorney Timothy Costello to its Estate Planning Practice Group. For more information, visittonkon.com. Trust & Probate Litigation, J.D., cum laude, University of Maryland School of Law, 2010, Oregon State Bar Our clients include privately held and publicly traded companies involved in timber growing and harvesting. A majority of attorneys have been named to the list in past years, and most have been recognized for more than five years. His practice includes advising clients on maximizing the tax benefits of charitable gifts, including the use of charitable remainder unitrusts and annuity trusts. Gwen lives in downtown Portland and has learned to love the walking life that Portland is all about. The nonprofit organization provides educational opportunities for professionals in the estate planning field who practice in Oregon and Southwest Washington. J.D., University of Oregon School of Law, 1977, Order of the Coif, B.S, University of Pennsylvania The Wharton School, magna cum laude, 1974. Gwens clients appreciate her ability to listen and to hear not only to what is said, but what is not said, a critical element in helping them achieve their long-term objectives as well as short-term goals. Drafting complex tax allocation and cash distribution provisions for LLC Operating Agreement on behalf of acquisition entity. U.S. District Court, District of Oregon Yet, it is a decision that Oregonians often face when selling stock because of the income tax consequences of remaining an Oregon resident. drea Crypto Trading Platforms and Bankruptcy: Are Investors Protected? Tonkon Torp represented its client, Form Factory, Inc., a retail cannabis processor, in all aspects of its sale to Acreage Holdings, Inc., a publicly traded company in Canada, in an all-stock merger transaction valued at $160 million. | Privacy Policy | Legal Notice | Sitemap | Website by Madrone Communication, Tonkon Torp Attorney to Discuss Income Tax Aspects of Trusts & Estates, 2022 Tonkon Torp LLP | All Rights Reserved. Will the payments be subject to Oregon income tax? Healthcare Providers. Gwen began her law career at the Dallas, Texas law firm of Akin Gump, and then spent a number of years teaching law school. Tonkon Torp LLP welcomes attorney Samantha Klausen to its Business Department. 2022 Tonkon Torp LLP | All Rights Reserved.

Multnomah Bar Association |, Executive Compensation & Employee Benefits. Solongo Enkhsaikhan is a paralegal in the Estate Planning Practice Group at Tonkon Torp, where she assists attorneys with clients estate and business succession planning, trust administration, and probate matters. They were confronted with a multi-million dollar lawsuit that threatened their ability to continue operations. For your protection, we cannot represent you until we know that doing so will not create a conflict of interest. Tonkon Torp is a leading provider of comprehensive legal and regulatory implementation for the financial services industry. LL.M., New York University School of Law Acquired assets were then merged into a third party advisor in exchange for a controlling interest in the advisory business. | Privacy Policy | Legal Notice | Sitemap | Website by Madrone Communication, 2022 Tonkon Torp LLP | All Rights Reserved. By David J. Petersen The Oregon Department of Forestry recently released a new interactive wildfire risk map for every tax lot in the state over 1,800,000 parcels in all. Peyton and Gwen enjoy catering to the whims of their West Highland White Terrier, Bentley, and occasionally getting out on the golf course. He brings valuable experience working with all types of estates and our clients will benefit from his sound recommendations and multi-generational outlook.. She obtained her J.D. Accordingly, please do not send us any confidential or secret information about any matter that may involve you until you receive a written statement from us that we represent you (an engagement letter). Our services for the forest products industry include: For Government Relations & Solutions attorney Maureen McGee, the close of the busy 2022 Oregon legislative session brought more than one reason to celebrate. In advising our clients, our legal team draws on the combined strength of our firms expertise in corporate finance, ERISA, mergers and acquisitions, real estate and land use, taxation, labor and employment, intellectual property, estate planning, arbitration, and litigation to counsel clients on a variety of transactional and other corporate matters. In addition, Gwen is the Executive Director of an Oregon state agency that is housed at Tonkon Torp: the Oregon Facilities Authority. For more information, visittonkon.com. Counseled landowners and developers throughout the country on federal and state environmental laws associated with the sale and purchase of contaminated commercial and industrial property. Tonkon Torp tax and estate planning attorney Gwendolyn Griffith offers Taxing Thoughts About Non-taxable Estates at a March 16, 2012 seminar on the ABCs of Estate Administration, hosted by the Oregon Law Institute of Lewis & Clark Law School. Forty-nine Tonkon Torp lawyers representing 36 practice areas have been selected for inclusion in The Best Lawyers in America 2021. Taxation Section Executive Committee Part of Gwens practice focuses on the sharing economy, including advice to cooperatives and cost-sharing entities, the creation of collaborative agreements among public and private entities, and innovative grant- and gift-making techniques. She regularly advises clients on tax planning strategies to minimize state and federal transfer taxes through the use of charitable vehicles, grantor trusts, and limited liability companies. The highly regarded award recognizes women who are business and community leaders in the greater Portland area. Prior to moving to Portland, Tim spent five years as an estate and trust attorney in Maryland, focusing on fiduciary litigation and wealth planning. We are happy that Tim has accepted our invitation to join us, said John Rosenfeld, Chair of Tonkon Torps Estate Planning Practice Group. She is experienced in the preparation of wills, trusts, and other estate planning documents, and provides strategic tax and legal advice to help her clients reach their business goals.

American Bar Association Done That! For instance, in recent years, the State of Oregon has turned to Tonkon Torps expertise to provide legal counsel in connection with its investments.

Find details and more featured cases here. Fleischer received commissions from sales of fixed life insurance policies from the issuing insurance carriers, and received commissions from sales of variable life insurance policies from LPL. Tax Oregon State Bar Tax Section Deciding whether to pull up stakes and change residency is often a difficult decision for individuals and families. (Bankr. My career has spanned both coasts, and I am excited and honored to have found such a warm welcome at Tonkon Torp and in Portland, shared Costello. You Didnt Write It, But You Will Be Fixing It: Evaluating the Allocation Provisions in an LLC Operating Agreement, Oregon Business Lawyer, March 2022, Recent Cases from Oregon Tax Court, Oregon Society of Certified Public Accountants, January 2022, Recent Federal Tax Developments & Federal Cases and Rulings, Oregon Society of Certified Public Accountants, October 2021, Taxing Thoughts for Business Litigators, OSB Business Litigation Section, May 2021, Q6 Oregon Case Law Update, Oregon Society of Certified Public Accountants, January 2021, What Business Lawyers Need to Know About the Tax Aspects of Fixing Mistakes, Oregon Business Lawyer, June 2020, 2019 Oregon Tax Court Decisions in Review, Oregon Society of Certified Public Accountants, January 2020, Operating Agreements: Getting it Right, Broadbrush Taxation: Tax Law for Non-Tax Lawyers Seminar, Oregon State Bar Taxation Section, October 2019, Navigating a Failed Business Transition, Business Transitions Seminar, KeyBank Club, May 2018, The New Math: Business Provisions of the Tax Cuts and Jobs Act of 2017, Northwest Association for Finance Professionals, May 2018, CLiF Project (Changing Lives Forever), Oregon Adolescent Sex Offending Treatment Network Conference, May 2018, Tax Reform Part II: Key Changes and More for Business Clients, Oregon State Bar Taxation Section, April 2018, Panelist, Mississippi Burning: Pro Bono Service Then and Now, Oregon State Bars 25th Annual Litigation Institute & Retreat Meeting, March 2018, New Math The New Tax Law and Its Impact, Association for Financial Professionals, January 2018, Recent Federal Tax Cases and Rulings, Northwest Federal Tax Conference, Oregon Society of Certified Public Accountants, November 2017, CLiF Project (Changing Lives Forever), Oregon State Bar Pro Bono Fair, October 2017, Moderator, Turning Points Stories of Transition: A Seminar for Women Business Leaders, KeyBank Club, October 2016, Moderator, Been There! Business Law Tonkon Torps tax attorneys advise businesses of all sizes and nonprofit organizations on tax aspects of business structure, tax compliance and controversy, mergers and acquisitions, as well as executive compensation and tax-qualified/nonqualified retirement plans. Hobson has previously worked at Williams Kastner & Gibbs, PLLC, and Bullivant Houser Bailey PC. Board of Directors, 2011-2015, Oregon State Bar Tonkon Torp attorneys Gwen Griffith and Kalia Walker recently hosted a presentation, Taxing Thoughts for Business Litigators, for the OSB Business Litigation Section. By Sam DeBaltzo COVID-19 shook nearly every industry to its core, but never more so than for commercial office space. Defended forest products client against alleged air quality violations, resulting in withdrawal of the Department of Environmental Quality's enforcement claims. Bar Exam Co-Grader, 2011 Tonkon Torp partner Parna Mehrbani led a session on intellectual property at a June 29 program hosted by the Oregon Entrepreneur Network as part of its Oregon Angel Food (OregonAF) program. EEOC Issues Updated Guidance on COVID-19 in the Workplace, Attorney Maureen McGee Contributes to Enactment of Private Forest Accord, Tonkon Torp Welcomes Samantha Klausen to its Business Department, Oregon Releases Widely Anticipated Wildfire Risk Map, OSB Litigation Publication with Tonkon Torp Contributions Wins International Award, Gracey Nagle Joins Tonkon Torp Litigation Department .

2010-2022, Trusts and Estates. | Privacy Policy | Legal Notice | Sitemap | Website by Madrone Communication, Tonkon Torp Welcomes Attorney Karen Hobson to Estate Planning Group, 2022 Tonkon Torp LLP | All Rights Reserved. Tim has an undergraduate degree from Goucher College where he graduated with distinction and honors, focusing his studies on Chinese language and modern Chinese history. With our deep roots in the Northwest, Tonkon Torp is especially experienced and skilled at representing the interests of the forest products industry. |, Executive Compensation & Employee Benefits, Four Attorneys Elected to Tonkon Torp Partnership, Best Lawyers in America Includes 53 Tonkon Torp Attorneys on 2022 List, Karen Hobson Reviews SECURE Act Impact on Estate Planning, Karen Hobson Appointed to Estate Planning Council of Portland, Tonkon Torp Welcomes Attorney Karen Hobson to Estate Planning Group. Gwen also addresses international tax issues, including foreign investment in businesses and assets, as well as FACTA and FBAR compliance. Tonkon Torp attorney Karen Hobson has been appointed to the Board of Directors for the Estate Planning Council of Portland. Tonkon Torps real estate and land use team completed a time-sensitive transaction that enabled the fast-growing Yakima Products, Inc., to acquire its new corporate headquarters in Lake Oswego, Oregon. |, Executive Compensation & Employee Benefits, Best Lawyers in America Includes 53 Tonkon Torp Attorneys on 2022 List, Best Lawyers in America Includes 49 Tonkon Torp Attorneys on 2021 List, 2020 List for Best Lawyers in America Includes 48 Tonkon Torp Attorneys, Best Lawyers in America Names 51 Tonkon Torp Attorneys to 2019 List, 31 Tonkon Torp Attorneys Honored on 2018 Super Lawyers Lists. Klausen, who joins the firm from Dunn Carney LLP, is an experienced negotiator and advocate.

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