Personal – Private Practice
Attorney – September 2001 – present
CON P. LYNCH, ATTORNEYS AT LAW, Salem, Oregon
Associate Attorney – January, 1997 – August, 2001
- Family and business succession planning.
- Drafted, created and implemented estate plans using wills, trusts (RLTs, GRATs, QPRTs), charitable planning (CRTs, Private Foundations, Supporting Organizations), business entity planning (Corporations, FLPs, LLCs), insurance planning (ILITs), and other complex planning strategies.
INTERWEST FINANCIAL ADVISORS, INC., Lake Oswego, Oregon
Casewriter – December, 1994 – December, 1996
Analyzed current estate plans and financial data and made recommendations on steps to take to achieve stated planning goals.
MYERS & KNAPP, Portland, Oregon
Legal Clerk – February, 1991 – September, 1992
Associate and Office Share Practitioner – September, 1992 – November, 1994
National Network of Estate Planning Attorneys, Inc.
Associate Member, 1999 – Present
Willamette Valley Estate Planning Council
Member, 1998 – Present
- Jessup International Law Competition, team participant, 1991
- Best Memorial, Regional Round, Seattle, Washington, February, 1991
Golf, basketball, backpacking, fishing, hiking and most other outdoor recreational activities.
LEWIS & CLARK, NORTHWESTERN SCHOOL OF LAW
J.D., June, 1992
UNIVERSITY OF OREGON
B.A., English; Minor, Business Administration, June, 1988
UNIVERSITY OF MASSACHUSETTS AT AMHERST
National Student Exchange, participant, 1986-1987