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Atty. James Oberholtzer, Portland, Clackamas County, Oregon, USA


Summary

James Oberholtzer has provided legal services to clients for over 35 years. He has provided legal representation to: Families. Estate planning, family wealth planning, wills and trusts, taxation of wills and trusts, guardianship and conservatorships, creation and administration of trusts, and probate of estates. Entrepreneurs. Closely held companies, family partnerships and individual entrepreneurs in formation and finance of enterprises, acquisitions and joint ventures, strategic planning and executive compensation, entity governance, integration of tax, legal and business objectives, protection of intellectual property and selection and supervision of local counsel. Senior Housing. Senior housing owners and operators in acquisition and development of senior housing facilities, operations and finance of senior housing enterprises, and taxation. Large Companies. Large publicly traded companies on intellectual property, acquisitions and mergers, taxation, real estate, employment and related matters, and taxation. Charities and Foundations. Charities and foundations on not for profit governance, obtaining and maintain tax exempt status, donation issues, operations and charitable solicitation, and taxation. View More ?

Practice Areas

Securities Law


Fees

  • Free Consultation
    Initial consultation (usually by phone) for 15 to 45 minutes is free. If you decide to pursue the representation, the initial consultation time is included in billable time on the matter.
  • Credit Cards Accepted
  • Rates, Retainers and Additional Information
    Rates vary from $150 an hour to $400 an hour depending on the complexity of the matter. Retainer for new clients is between 10% and 25% of the estimate of total fees for the matter.
  • Education

    DePaul College of Law
    LL.M. (1985) | Tax
    DePaul College of Law Logo
    Washington and Lee University School of Law
    LL.B. (1979)
    Washington and Lee University School of Law Logo
    Earlham College
    (1975) Economics
    Placeholder image for education.

    Experience

    41 years of experience

    Address

    Oregon Address
    1500 SW First Avenue
    Suite 800
    Portland, OR 97201
    Telephone: (503) 345-0652
    Fax: (503) 488-5972