www.schwabe.com
Open in
urlscan Pro
2620:12a:8000::1
Public Scan
Submitted URL: https://willamettevalleyestateplanning.com/
Effective URL: https://www.schwabe.com/professional/maria-schmidlkofer/
Submission: On November 22 via api from US — Scanned from GB
Effective URL: https://www.schwabe.com/professional/maria-schmidlkofer/
Submission: On November 22 via api from US — Scanned from GB
Form analysis 3 forms found in the DOM
https://www.schwabe.com
<form action="https://www.schwabe.com">
<label>
<span class="screen-reader-text">search</span>
<input placeholder="Search" type="text" value="" name="s">
</label>
<button title="Search" type="button" class="search">
<span class="screen-reader-text">Search</span>
<span class="icon icon-search"></span>
</button>
</form>POST https://communications.schwabe.com/API/Form/Process
<form action="https://communications.schwabe.com/API/Form/Process" method="post" accept-charset="utf-8" data-prefill="disconnect" autocomplete="off" class="partone">
<p>
<label>
<span class="screen-reader-text">Email Address</span>
<input required="" placeholder="Email Address" name="VxForm_IA_Email" maxlength="254" type="text">
</label>
</p>
<p class="half">
<label>
<span class="screen-reader-text">First Name</span>
<input required="" placeholder="First Name" name="VxForm_IA_FirstName" maxlength="60" type="text">
</label>
</p>
<p class="half">
<label>
<span class="screen-reader-text">Last Name</span>
<input required="" placeholder="Last Name" name="VxForm_IA_LastName" maxlength="60" type="text">
</label>
</p>
<p class="right"><button type="submit">Submit</button></p>
<input value="Web Subscription Form" name="_strId" type="hidden">
<input value="https://communications.schwabe.com/5/778/global-forms/subscribe-thank-you.asp" name="__vx_redirect" type="hidden">
<input value="12641" name="_intSitePageId" type="hidden">
<input name="_intInstanceId" value="1" type="hidden">
<input name="_formId" value="508" type="hidden">
<input name="_formName" value="Web Subscription Form" type="hidden">
<input type="hidden" name="_available_lists" value="8589938634
8589937656
8589937658
8589938791
8589939435
8589937679
8589937653
8589938939">
</form>POST https://communications.schwabe.com/API/Form/Process
<form action="https://communications.schwabe.com/API/Form/Process" method="post" accept-charset="utf-8" data-prefill="disconnect" autocomplete="off" class="parttwo" style="display: none;">
<p>Your subscription has been received! Please give us a little more information about you and your interests so we can deliver the most relevant news and insights.</p>
<p class="half">
<label>
<span class="screen-reader-text">Job Title</span>
<input placeholder="Job Title" name="VxForm_IA_JobTitle" maxlength="120" type="text">
</label>
</p>
<p class="half">
<label>
<span class="screen-reader-text">Company</span>
<input placeholder="Company" name="VxForm_IA_Company" maxlength="150" type="text">
</label>
</p>
<p>
</p>
<fieldset>
<legend>I’m interested in: (Check all that apply)</legend>
<label>
<input type="checkbox" name="IA_Subscription" value="8589938634">
<span>Consumer Products, Manufacturing & Retail</span>
</label>
<label>
<input type="checkbox" name="IA_Subscription" value="8589937656">
<span>Employment, Labor & Benefits</span>
</label>
<label>
<input type="checkbox" name="IA_Subscription" value="8589937658">
<span>Healthcare & Life Sciences</span>
</label>
<label>
<input type="checkbox" name="IA_Subscription" value="8589938791">
<span>Agriculture</span>
</label>
<label>
<input type="checkbox" name="IA_Subscription" value="8589938791">
<span>Forest Products</span>
</label>
<label>
<input type="checkbox" name="IA_Subscription" value="8589939435">
<span>Indian Country & Alaska Native Corporations</span>
</label>
<label>
<input type="checkbox" name="IA_Subscription" value="8589937679">
<span>Ports & Maritime</span>
</label>
<label>
<input type="checkbox" name="IA_Subscription" value="8589937653">
<span>Real Estate & Construction</span>
</label>
<label>
<input type="checkbox" name="IA_Subscription" value="8589938939">
<span>Technology</span>
</label>
</fieldset>
<p></p>
<p class="right"><button type="submit">Submit</button></p>
<input value="Web Subscription Form" name="_strId" type="hidden">
<input value="https://communications.schwabe.com/5/778/global-forms/subscribe-thank-you.asp" name="__vx_redirect" type="hidden">
<input value="12641" name="_intSitePageId" type="hidden">
<input name="_intInstanceId" value="1" type="hidden">
<input name="_formId" value="508" type="hidden">
<input name="_formName" value="Web Subscription Form" type="hidden">
<input type="hidden" name="_available_lists" value="8589938634
8589937656
8589937658
8589938791
8589939435
8589937679
8589937653
8589938939">
</form>Text Content
Menu * Industries * Consumer Products, Manufacturing & Retail * Healthcare & Life Sciences * Indian Country & Alaska Native Corporations * Natural Resources * Ports & Maritime * Real Estate & Construction * Technology * Services * Business & Corporate * Corporate Restructuring, Bankruptcy & Litigation * Employment * Environmental & Natural Resource Regulation * Intellectual Property * Litigation * Land Use & Development * Real Estate * Tax & Estate Planning * Professionals * Resources * Contact Us * About Us * Client Commitment * Diversity * Pro Bono * Sustainability * Careers search Search MARIA SCHMIDLKOFER Shareholder 503-540-4265mschmid@schwabe.com print download pdf vcard INDUSTRY FOCUS * Natural Resources * Healthcare & Life Sciences > I consider the individuals whom I plan for not just clients but friends. I > strive to create lasting relationships and become the trusted advisor that > you deserve. OverviewExperienceEducation & AdmissionsMemberships & AwardsResources & IdeasAdditional PublicationsAdditional EventsServicesCommunity Activities HOW I REPRESENT CLIENTS AT SCHWABE I have been practicing in the areas of estate planning and administration since 2007, working out of both Schwabe’s Salem and Portland offices. My practice focuses on all aspects of estate planning, charitable planning, business and farm succession, guardianships, conservatorships, probate, and trust administration. I frequently provide seminars on various aspects of tax, estate, and legacy planning for non-profits, CPAs, financial advisors, insurance, and other professionals. In addition, I work with clients to develop custom estate plans based on individual goals and values. My common focus areas include planning around: * Blended Families * Minor Children * State and Federal Estate, Gift, Generation-skipping, and Income Taxes * Noncitizens * Special Needs * Charitable Giving * Farm and Business Succession * Deferred Retirement Accounts * Spendthrift, Addiction, and Family Health Concerns Common strategies I employ include: * Revocable Living Trusts * Charitable Lead / Remainder Trusts * Charitable Foundations * Qualified Domestic Trusts * Spousal Access Trusts * Life Insurance Trusts * Special Needs Trusts * Intentionally Defective Grantor Trusts * Gifting Trusts * Generation-Skipping Lifetime Trusts I owned my own law practice, Willamette Valley Estate Planning & Probate, LLC, prior to joining Schwabe. I currently serve on the Chemeketa Community College Foundation Board and the Willamette Valley Estate Planning Council Board. EXPERIENCE * Developing family farm succession plans that dovetail estate plans for three generations of hazelnut farmers in the Willamette Valley and ensure the farms can stay in the family. * Creating various Qualified Domestic Trusts for noncitizen spouses from India, Canada, New Zealand and Australia. * Creating a Charitable Lead Annuity Trust and funding it with $1 million that will go to charity for the next 20 years and then will ultimately pass to family estate and gift tax free. * Developing lifetime trusts for family members who are unable to manage their own inheritance and structuring such trusts to protect the beneficiaries. * Ensuring that blended families create estate plans that protect the spouse and plan for the children from a previous marriage. * Creating an irrevocable trust that is qualified to hold life insurance, as well as business interests, in order to maximize estate tax planning and ensure a family business will continue onto the next generation. * Ensuring commercial real estate is owned in the best way possible, both for asset protection planning and estate planning, in order to transition it to family after death and minimize family conflict and taxes. * Developing plans for small businesses so that if there is an emergency, the businesses can continue. * Creating a plan for a financial advising firm to determine succession in the event of the owner’s disability or death. * Assisting physicians in structuring an estate plan that maximizes asset protection * Ensuring that families with special needs children or other relatives have a plan in place that allows the children to continue to receive public assistance but provides inheritance and care for the special needs individual. * Creating legacy wealth transfer plans for high net worth individuals that maximize tax savings and ensure that wealth can benefit family for several generations. Read more EDUCATION * Willamette University, College of Law, Juris Doctor degree, 2007, magna cum laude * Whitman College, Bachelor of Arts, Environmental Science/Political Science, 2001 ADMISSIONS * Oregon State Courts MEMBERSHIPS * Marion County Bar, Member * Oregon State Bar, Estate Planning Section, Member * Wealth Counsel, Member * OPB Planned Giving Council * Willamette Valley Estate Planning Counsel, Board Member * Salem Chamber of Commerce, Member * Leadership Salem, Member (2012-2013) * Regis High School Foundation, Board Member * Chemeketa Community College Foundation, Board Member AWARDS * Bar People, Oregon State Bar Bulletin (July 2020) RESOURCES & IDEAS View more CONSIDERATIONS FOR YEAR-END ESTATE PLANNING AND BUSINESS TRANSITIONS Publication PUSH PAUSE PRIOR TO SIGNING “FREE” LEGAL DOCUMENTS Publication BUILDING YOUR LEGACY Event ADDITIONAL PUBLICATIONS * “Legacy, Love and the ABCs of Estate Planning” Keizertimes, Best of Your Times * “Fill in the Blank Estate Planning is Playing with Fire” Statesman Journal * Estate Planning Mistakes ADDITIONAL EVENTS Legal Considerations of Succession Planning Country Natural Beef Coop, January 31, 2023 Estate Planning Core Documents and Considerations Chemeketa Center for Business and Industry, January 27, 2023 Farm & Ranch Succession Planning (Burns on July 18 and City of Vale on July 19) Oregon Agricultural Trust, July 2022 Farm Succession and Tax Issues 2022 OSCPA Farming, Ranching & Agribusiness Conference, June 2, 2022 Ethics in Farm Succession 5th National Farm Viability Conference Panel, October 27, 2021 Legacy, Love & Estate Planning: Wills and Trusts Explained, January 28, 2020 Mid-Valley Tax Forum Luncheon Series: Income and Estate Tax Considerations for Appreciated Real Estate in a Credit Shelter Trust, June 19, 2018 Farm Succession Seminar Chemeketa Community College, Farm Program, December 12, 2017 Estate Planning Seminar Perkins & Co., November 2, 2017 Dust Off Your Estate Plan Chemeketa Community College Foundation, September 20, 2017 Estate Planning Seminar Salem Electric, June 29, 2017 SERVICES Business & CorporatePrivately Held Businesses & EnterprisesProbate & Trust AdministrationTax & Estate PlanningTax ControversyTax PlanningTrusts & Estate Planning COMMUNITY ACTIVITIES * Regis High School Foundation, Board of Directors (2015-2021) * Oregon Community Foundation, Leadership Council, Willamette Valley (2014-2019) * Oregon Community Foundation, Grant reviewer (2015-2018) * St. Mary School, School Advisory Council (2012-2015) * Cub Scout Pack 50, Stayton Sublimity, Webelos Co-Den Leader (2012-2014) * St. Mary School Parent Club, Executive Board, President (2011-2012) * YWCA of Salem, Board of Directors (2007-2010) OUTSIDE INTERESTS Enjoying the outdoors with family and friends. GET IN TOUCH emailphoneLinkedin INDUSTRY FOCUS * Healthcare & Life Sciences * Natural Resources EDUCATION * Willamette University, College of Law, Juris Doctor degree, 2007, magna cum laude * Whitman College, Bachelor of Arts, Environmental Science/Political Science, 2001 ADMISSIONS * Oregon State Courts Sign up IDEAS & INSIGHTS Email Address First Name Last Name Submit Your subscription has been received! Please give us a little more information about you and your interests so we can deliver the most relevant news and insights. Job Title Company I’m interested in: (Check all that apply) Consumer Products, Manufacturing & Retail Employment, Labor & Benefits Healthcare & Life Sciences Agriculture Forest Products Indian Country & Alaska Native Corporations Ports & Maritime Real Estate & Construction Technology Submit SUCCESSFULLY SUBSCRIBED! News and Insights delivered to your inbox INDUSTRIES * Consumer Products, Manufacturing & Retail * Healthcare & Life Sciences * Indian Country & Alaska Native Corporations * Natural Resources * Ports & Maritime * Real Estate & Construction * Technology FIRM * Professionals * Client Commitment * Make a Payment * Contact Us * Careers * Resources LinkedinFacebook * Privacy policy © 2024 Schwabe, Williamson & Wyatt, P.C. Experience what we know about your industry and what it’s like to be