About Bernt A. Jacobsen

BERNT A. JACOBSEN
Attorney at Law
7565 SW Hermoso Way
Tigard, OR 97223
(503) 892-9301
Bernt@berntlaw.com

Providing experienced and dedicated estate and tax planning, trust and will preparation, and probate services to the Portland metropolitan area and throughout Oregon.

Practice Philosophy: Listen to the client and assist them in identifying their goals and concerns and then develop and implement the most cost effective means of achieving and addressing them.

Practice Services: My practice is devoted to providing comprehensive estate planning and probate services.

Memberships: Oregon State Bar, Estate Planning and Administration Section of the Oregon State Bar, Taxation Section of the Oregon State Bar, American Bar Association, Multnomah and Washington County Bar Association.

Experience: I passed the Oregon State Bar in 1994. I began my legal career as a member of the tax department at Deloitte & Touche, one of the world's largest accounting and tax advisory firms. Following my departure at Deloitte & Touche, I was a member of a Portland area midsize law firm for five years where my practice emphasized estate and tax planning. Currently I have my own practice.

Education: A graduate of Oregon State University with an accounting/business degree. A Juris Doctorate from Loyola Law School with an emphasis in estate planning and tax. Passed the Certified Public Accountancy exam.

General Background: Born and raised in Portland, Oregon. Attended Wilson High School. My wife, Julie, and I have three beautiful children, Lea, Steffen and Matthew.

SPECIFIC SERVICES

Estate Planning: Whether your estate is modest and only requires basic will preparation or your estate is complex and requires extensive estate evaluation and document preparation, I provide all aspects of estate planning services.

Specific services include:

  • Simple Wills
  • Tax Planning Wills
  • Spendthrift Wills and Trusts
  • Life Insurance Trusts
  • Special Need Trusts
  • Creditor Protection Trusts
  • Charitable Trusts
  • Disability Planning
  • Probate Avoidance Trusts (Living Trusts)
  • Preservation of Community Property
  • Business Transition Planning
  • Planning to Utilize the Family Business Exclusion
  • Planning to Utilize Special Farm Valuations
  • Powers of Attorney
  • Health Care Planning
Probate Services: I provide service in all aspects of probate. Whether an estate is modest and requires only a Small Estate Affidavit to complex estates requiring tax return filings and extensive probate court proceedings.

Conservatorships/Guardianships: I provide services in all aspects of a conservatorship and/or guardianship. Beginning with the initial filings with the court, the ongoing necessary court filings and advice, and finally to assisting in the closing and termination of the conservatorship and/or guardianship.

Estate Tax and Fiduciary Tax Return Preparation: My significant tax background allows me to provide complete estate tax, gift and fiduciary tax return preparation services.

Client Guarantees:

  • Initial half hour consultation is always free.
  • Costs and fees will be discussed prior to commencement of work.
  • Phone calls will be returned as soon as practical.
  • All work will be performed diligently, competently and within the time frames specified.
  • I will meet or exceed my client’s expectations.