Estate Planning and Administration

Yturri Rose, LLP provides sophisticated estate planning services that are designed to meet the needs of all our clients. We serve young entering their working years, families concerned with the care and education of their children, people seeking a comfortable retirement, and ranchers and farmers seeking to pass their estate to the next generation. Of course, everyone wants to minimize the cost of taxes and administration.

Regardless of our client, our goals are to provide innovative planning strategies, practical solutions, and efficient service. Our estate planning lawyers regularly help our clients by preparing customized estate plans that minimize tax implications. We also ensure that our clients correctly fulfill fiduciary obligations.

At Yturri Rose, we are pleased to assist our clients by creating a customized estate plan that will:

  • Appoint trustees and personal representatives,
  • Ensure the correct distribution of assets,
  • Provide for spouses and children (including children of prior marriages in some instances) as required by law, and
  • Consider tax savings consistent with the families’ overall estate plan.

We also offer legal representation and advice in unique or specialty situations.

Additional Services

Our lawyers may recommend using a trust as part of an estate plan.

We also analyze, design, and implement planned giving strategies. We form entities to hold, manage, and transfer assets, family wealth, real estate, and investments from one generation to the next through family partnerships and limited liability companies.

Our attorneys have extensive experience helping people after the loss of a family member or friend. We help by identifying and valuing assets, dealing with creditors, accounting to beneficiaries, and distributing assets.

With extensive experience in the administration and distribution of trusts and estates, we help facilitate the efficient resolution of the complex issues our clients face after the death of a family member. We offer objective guidance to trustees, executors, and beneficiaries in contested and uncontested matters. These matters are usually resolved through settlement negotiations or non-judicial dispute resolution. But when litigation is inevitable, we work with our litigation specialists to achieve positive results.

Based in Ontario, Oregon, Yturri Rose has represented people throughout the Western Treasure Valley region since 1936. To learn more about our services, contact us today to discuss your situation and how we can help.