Industry focus
How I represent clients at Schwabe
I strive to make a meaningful impact on people’s lives by working with families, family businesses, and closely held businesses to develop and implement highly customized estate plans and succession strategies. My area of practice also encompasses business clients with formation needs, development of governance structures, reorganizations and dissolutions, and mergers and acquisitions; extending to charitable and nonprofit organizations. I’m experienced in counseling tax-exempt and philanthropic organizations with formation and operations matters.
I have extensive experience in family business, estate, and tax planning issues. My comprehensive approach is born from 22 years of practice, keeping the needs of my clients at the center of each decision.
Testimonial
“June is an experienced, intelligent and resourceful attorney, but she also has the ability to truly care about and relate to the people she works with.” “June is a well-regarded and active attorney in the state Bar and local estate planning community.” — Chambers HNW 2023
“June is very good, well thought of and is visible in the estate planning Bar.” “We have the highest level of confidence in June.… She approaches everything we ask of her as if she is part of our family.” — Chambers HNW 2022
“She listens to clients very deeply and works with them in real partnership to craft solutions to meet their long-term objectives.” — Chambers HNW 2021
“She is compassionate and kind, and always converses with a great sense of humour.” — Chambers HNW 2021
“She is well known and highly knowledgeable,” comments a trusts and estates lawyer, who continues: “She is on various committees and really helps educate and bring up the next generation of estate planning lawyers.” — Chambers USA 2020
Education
- Lewis & Clark, Law School, Juris Doctor degree (1997)
- Eastern Washington University, Bachelor of Arts degree, Government (1994)
Admissions
- California State Courts
- Oregon State Courts
- Washington State Courts
Memberships
- The American College of Trust and Estate Counsel, Member (2024-present)
- Oregon State Bar, Estate Planning and Administration Section, Executive Committee (2020), Secretary (2023)
- Oregon State Bar, Sustainable Future Section, Executive Committee (2014 – present), Past Chair (2017), Chair (2023)
- Estate Planning Council of Portland, Inc., President (2016-2017), Member (2006-present)
- Southwest Washington Estate Planning Council, Member (2023-present)
- Portland Tax Forum, Board Member (2014–present)
- Family Firm Institute, Member (2005 – 2013)
- Attorneys for Family Held Enterprises, Member (2005 – 2013)
Awards
- Ranked for Private Wealth Law in Oregon, Chambers High Net Worth (2019-2024)
- Selected to the Oregon Super Lawyers List, Estate Planning & Probate (2014–2024)
- Best Lawyers in America, Trust and Estates (2013–2021)
- AV Preeminent Peer Review Rated with Martindale-Hubbell®
Additional Publications
“Preadministration Procedures,” Chapter 3 – Co-authored
Oregon State Bar, Administering Oregon Estate Deskbook, 2023
“Managing Estate Assets,” Chapter 10
Oregon State Bar, Administering Oregon Estate Deskbook, 2023
“Spousal Lifetime Access Trusts: A Summary of the Strategy for Couples,”
Oregon State Bar, Estate Planning and Admin Section Newsletter, Fall 2022
Additional Events
Oregon’s Natural Resource Credit and New Exemption
Oregon State Bar – Agricultural Section, December 2023
Basic Estate Planning/Administration
Oregon State Bar – Estate Planning and Administration Section, November 2023
Oregon Stewardship Trusts CLE, Co-presented with Maria Schmidlkofer
Oregon State Bar – Agricultural Section, August 2023
Oregon Legislative Update
Oregon State Bar – Estate Planning and Administration Section, June 2023
Spousal Lifetime Access Trusts, Co-presented with Samantha MacBeth
Estate Planning Council of Southwest Washington, September 20, 2022
Farm and Ranch Succession Planning (Burns on September 7 and Ontario on September 8)
Oregon Agricultural Trust, September 2022
How to Close a Trust
Oregon State Bar – CLE, June 11, 2022
Will Planning Seminar
Oregon Public Broadcasting, May 17, 2022
Estate Planning Workshop
Oregon Public Broadcasting, January 25, 2022
What Happens to My Stuff?
Oregon State Bar, Estate Planning and Admin Section, Basic EP, November 2021
Oregon’s New Stewardship Trusts
Willamette Valley Estate Planning Council, April 2021
Oregon Jewish Community Foundation Professional Advisors Group
Spousal Lifetime Access Trust Webinar Presenter, September 24, 2020
Tax Issues and Estate Planning
Multnomah Bar Association, Young Lawyers Section, April 2020
Ranch and Farm Succession Planning CLE
Oregon State Bar – Agricultural Section, 2019
Discretionary Trust Distributions of Principal and Income: Avoiding Beneficiary Challenges and Adverse Tax Consequences
Stafford Live CLE Webinars, April 2019
Charities as Beneficiaries of Estate Plan
NW Planned Giving RoundTable, September 2018
Estate and Tax Planning During Uncertain Times
Eugene Springfield Tax Association and Eugene Estate Planning Council, May 2018
Estate Planning During Uncertain Times
Oregon State Bar Tax Association, June 2017
Services
Community Activities
- Planned Giving Advisory Council for Oregon Public Broadcasting (2023)
- Multnomah Bar Foundation, Board Member (2023)
- Randall Children’s Hospital Foundation, Trustee (2013-2019), Former Chair (2016-2018)
- Portland Tax Forum, Director (2014–present)
- Austin Family Business Program at Oregon State University, Advisory Board Member (2013–present)
- Portland Bureau of Planning and Sustainability, Certified Master Recycler (2012–present)
- Home Builders Foundation of Metro Portland, Board Member (2006–2011)
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