Theresa M. Wade

You deserve a clear and understandable estate plan.

My goal is to explain the law and my client’s options in a clear and understandable way. I respect my client’s right to choose, and strive to give every client the information needed to make an educated decision. Thoughtful drafting and a comprehensive understanding of my client’s goals are the keys to designing an effective estate plan.

Education and Admissions:

Willamette University College of Law, J.D., Cum Laude, 1999

Oregon State University, B.S., Summa Cum Laude, 1996

Oregon State Bar, 1999

United States Tax Court, 1999

Washington State Bar, 2000

Professional Distinctions and Affiliations:

Marion County Bar Association

Oregon State Bar Association - Estate Planning and Administration, Elder Law and Taxation Sections

Washington State Bar Association - Estate Planning and Elder Law Sections

Willamette University, College of Law – Adjunct Professor (Trusts and Estates)

Martindale-Hubbell BV Distinguished Peer Review Rated

Public Defender of Marion County, Inc., Member, Board of Directors

Willamette Valley Estate Planning Council, Board of Directors

Lord & Schryver Conservancy, Inc., Member, Advisory Board

Salem Health Foundation, Board of Directors

Articles:

Estate Planning With Digital Assets

Virtual Assets

Wills vs. Revocable Living Trusts

The Unexpected Oregon Inheritance Tax

Oregon Inheritance Tax – Update