Welcome

 

 



Please click on the choices below to find out more about available services:

Business Law  
 
Taxation

Probate and Trust Administration

Business Law

We provide businesses with a variety of services including organizing corporations, partnerships and limited liability companies. We also handle ongoing matters for businesses and the sale or purchase of a business. Clark B. Williams, David M. Roth, Barbara Jo Smith, Deborah R. Lush and Tricia M. Olson.
|back to top|

Contracts

We review contracts or agreements that individuals or business owners may be asked to sign in conjunction with transactions or financing. Eric Yandell and Barbara Jo Smith
|back to top|

Creditor's Rights

We help collect debts owed to our clients, including prosecution of claims to judgment and subsequent enforcement activities, such as debtor examinations, garnishment and execution. We also represent creditors in bankruptcy. Eric Yandell and Michael C. Petersen
|back to top|

Dispute Resolution, Including Mediation, Arbitration, Litigation, and Appeals

We help resolve commercial and real property disputes through negotiation, mediation (non-binding settlement discussion with the help of a neutral third party), and claims in arbitration or in state and federal courts, including appeals. Additionally, we serve as arbitrators and mediators. Eric Yandell, and Michael C. Petersen
|back to top|

Employment Law

We counsel employers regarding decisions on a wide range of employment matters, including hiring and firing, wage and hour laws, harassment issues, disability and leave issues and employment policies and handbooks. Eric Yandell and Michael C. Petersen
|back to top|

Estate Planning, Wills and Trusts

We help clients plan what will happen to their property in case of incapacity or death. This planning may also include minimizing estate tax if the assets and anticipated life insurance proceeds exceed the applicable exclusion amount allowed by law. James G. Heltzel, Clark B. Williams, David M. Roth, Barbara Jo Smith and Deborah R. Lush.
|back to top|

Probate and Trust Administration

We assist clients in the transition of assets and any tax matters arising at a person's death, whether the property was owned in the decedent's own name or by a trustee of a revocable living trust. See also our services listed under Dispute Resolution. James G. Heltzel, Barbara Jo Smith and Deborah R. Lush.
|back to top|

Real Property

We help clients plan, review and document the buying, selling, financing, exchanging and leasing of real property. We also counsel clients regarding easements and other agreements involving the joint use of property.Eric Yandell, Barbara Jo Smith, Deborah R. Lush and Tricia M. Olson.
|back to top|

See also:

  • Dispute Resolution
  • Property tax issues and appeals
  • Income tax issues arising from real property transactions

Retirement Plans and Employee Benefits

We assist business clients in the design, implementation and administration of retirement plans of all types, including profit sharing plans, 401(k), defined benefit plans, ESOPs, stock option plans, stock appreciation rights and non-qualified deferred compensation plans. We assist business clients with other employee benefits, including medical reimbursement plans and cafeteria plans. Occasionally we will assist individuals in recovering employee benefits to which they are entitled. Also, we assist divorce attorneys and their clients in dividing retirement benefits as part of a divorce proceeding. Clark B. Williams, David M. Roth and Deborah R. Lush.
|back to top|

Taxation

We counsel in a variety of tax areas. To find out more about a particular tax area, please click on the following choices:

  • Income Tax
  • Estate and Gift Tax and Generation Skipping Transfer Tax
  • Property Tax

Income Tax

We represent clients with respect to a variety of income tax matters including corporate, individual and real property income tax issues. David M. Roth, Barbara Jo Smith and Tricia M. Olson.
|back to top|

Estate and Gift Tax and Generation Skipping Transfer Tax

We counsel clients about these taxes, both for planning purposes and to complete the required tax returns. James G. Heltzel, Clark B. Williams and Barbara Jo Smith
|back to top|

Property Tax

We counsel clients regarding exclusions from property tax and we represent clients in appealing property tax assessments. David M. Roth
|back to top|

*Information found in this Web Site is for general informational purposes only and should not be construed as legal advice or legal opinion on specific facts or circumstances nor a solicitation of legal business. Our attorneys are licensed to practice in the state of Oregon.



. Home : About Us : Areas of Practice : Get Directions : Firm History : Contact Us
Copyright © 2002 Heltzel, Williams, Yandell, Roth, Smith & Petersen PC Lawyers
503.585.4422 : info@heltzel.com .
. .