Sally focuses on helping individuals and families achieve their long- and short-term goals by working with each client to understand their unique values and needs.
She advises clients on estate planning, estate tax planning, business formation and succession planning, and probate and trust administration. Sally works with clients in all stages of life and at any phase of the planning process. With her compassion, expertise, and sound judgment, Sally advocates tirelessly for her clients’ interests, ensuring that they are confident with their outcome.
Sally is a native of the Willamette Valley and has returned to Eugene after practicing at a prominent southern Oregon firm doing complex estate planning, trust and probate administration, and civil litigation. Sally constantly seeks new experiences and knowledge, whether that means experimenting in the kitchen, settling in with a historical biography, or traveling the world. She is an avid hiker and is semi-fluent in French. She cares deeply about our beautiful state and for the family, community, and professional ties we build here.
Areas of Expertise
Individualized Estate Planning for Complex and Simple Estates
Probate and Trust Administrations
Estate Tax Strategies and Planning
Business Succession Planning
Business Entity Formation and Operation
Pre- and Post-Marital Agreements