About Samuels Yoelin Kantor Seymour & Spinrad LLP

With roots dating back to 1927, Samuels Yoelin Kantor Seymour & Spinrad LLP ranks as one of Oregon’s oldest law firms. We pride ourselves on being able to provide a relatively wide variety of legal services for our business and individual clients while having the expertise to handle various issues.

About Our Blog

The Wealth Law Blog is focused on various legal issues that have a profound impact upon businesses and families seeking to build, protect, and distribute wealth. We will provide timely and relevant information on these complex and dynamic legal issues. We hope to provide such information through a forum that encourages a productive exchange of ideas, comments, and questions.

About Our Bloggers

Victoria Blachly

Victoria Blachly is a civil trial attorney located in Portland, Oregon, and licensed in the states of Oregon and Washington. She works on a wide range of litigation issues, with a primary focus on fiduciary litigation for individual trustees, corporate trustees, beneficiaries, and personal representatives, including trust and estate litigation, will contests, trust disputes, undue influence, capacity cases, claims of fiduciary breach, and financial elder abuse cases.

Victoria has a rating of 10.0 for her experience, industry recognition, and professional conduct. Read comments from her legal peers at Avvo.com.

Victoria is also a board member for Housecall Providers, Inc., a non-profit medical practice dedicated to delivering, coordinating and advocating for the quality medical care that homebound older adults need to experience healthful lives in their own homes. Housecall Providers grew from Executive Medical Director Benneth Husted, D.O.’s commitment to making housecalls, and in 2007, Housecall Providers made 9,444 home visits in the Portland area. As of August 2009, Housecall Providers was providing primary medical care for 1022 medically needy homebound individuals, with an average age of 82. For more information on their services or to make a donation, visit the Housecall Providers website. Victoria can be reached via email at vblachly@SamuelsLaw.com.

Practice Areas

Professional Associations

  • Oregon State Bar Association
  • Washington State Bar Association
  • Multnomah Bar Association
  • Multnomah Bar Association, Service to the Public Committee
    • Member, 2001 - 2004, (secretary 2004)
  • Oregon State Bar Federal Practice and Procedure Committee
    • Member, 1999 - 2004 (secretary 2004)
  • American Inns of Court, Gus J. Solomon Chapter
    • Member, 1999 - 2004
  • Subcommittee Member Studying the Uniform Trust Code to Oregon 2005 legislature
  • Lorman Education Services Speaker, "Advising Fiduciaries in Oregon," 2001 Portland
  • ALI-ABA Speaker, "Representing Estate and Trust Beneficiaries and Fiduciaries," 2004 Boston and 2005 New Orleans
  • Lorman Education Services Moderator and Speaker, "Oregon Trust Law," 2008 Portland
  • United States Law Firm Group Speaker, "Drafting to Avoid Fiduciary Litigation," 2008 Seattle
  • The Seminar Group Speaker, "Best of CLE: Trusts and Estates," 2008 Portland

Education

  • Northwestern School of Law of Lewis and Clark College (J.D., 1997)
    • Moot Court Honor Board Graduate
  • Washington State University, Pullman, WA (B.S., Biology 1993)
    • Honors Program Graduate

Bar Admissions

  • Admitted to Oregon State Bar (1997)
  • Admitted to Washington State Bar (2000)
  • Admitted to United States District Court for the District of Oregon
  • Admitted to United States District Court for the District of Washington Bar

 

Jeff Cheyne

Jeff Cheyne represents individuals and businesses in the areas of estate, tax, business and real estate planning. He is licensed to practice in California, Oregon and Washington. His extensive and comprehensive background in tax law enables him to provide valuable expertise to his clients.

During the 2005, 2008 and 2009 Oregon Legislative sessions he helped draft and coordinate the successful passage of revisions to the Oregon Inheritance Tax Law. He has given over a dozen professional accredited continuing education programs on the Oregon Inheritance Tax Law to attorneys, financial advisors and certified public accountants. Mr. Cheyne serves on the executive committee of the Oregon State Bar Estate Planning section and is a member of the Taxation Section and the Portland Estate Planning Council.

He is the author of “2008 Special Legislative Session Establishes Farming, Forestry and Fishing Inheritance Tax Credit,” OR Estate Planning and Administration Section Newsletter (April 2008); “Circumstances Dictate Decision To Go With A Will or Trust,” Portland Business Journal (March 17, 2006); “Oregon Inheritance Tax Changes - (HB3072),” In Brief (November 2003); and “New Oregon Inheritance Tax Rules Affect Estate Planning,” Elder Law Newsletter (Winter 2004). He has also written articles in The Family & Juvenile Law Newsletter and the Taxation Newsletter, publications of the Oregon State Bar.

In addition to providing quality legal assistance, Mr. Cheyne currently serves on the Endowment Committee for the American Rhododendron Society. He is the Past President of the Tualatin Valley Chapter of the American Rhododendron Society. Jeff can be reached via email at JCheyne@SamuelsLaw.com.

Practice Areas

Professional Associations

  • Oregon State Bar (Member: Estate Administration and Taxation Sections)
  • California State Bar
  • Washington State Bar
  • Multnomah County Bar
  • Portland Estate Planning Counsel
  • Wealthcounsel

Education

  • University of San Diego School of Law (LL.M. Tax, 1984)
  • University of San Diego School of Law (J.D., 1975)
  • University of Oregon (BA, 1968)
  • Mt. Angel Seminary (Diploma, 1964)

Bar Admissions

  • Admitted to California Bar (1975)
  • Admitted to Oregon Bar (1990)
  • Admitted to Washington Bar (2003)
     

 

Edward L. 'Ted' Simpson

A highly skilled and responsive attorney, Edward L. 'Ted' Simpson helps wealthy individuals and small business owners to achieve the respect and prosperity they deserve. Ted is one of only four attorneys in Oregon to be named a 'Rising Star' in the area of estate planning and probate for 2008.

During his time with the Deloitte & Touche National Creative Tax Services Group, he provided valuable and innovative tax solutions to a number of Fortune 500 companies. Ted now focuses on asset protection, estate planning and taxation, as well as business law and employee benefits.

After graduating with honors from Eastern Washington University, Ted earned his J.D. from Gonzaga University School of Law. He then received his LL.M. in Taxation from the University of Washington School of Law, and is licensed to practice law in Oregon, Washington and Alaska.

Ted is a member and past President of the Board of Directors of CCI Enterprises, Inc., a non-profit rehabilitation service organization providing vocational training, job placement, and employment services to people with disabilities. During his tenure as President of the Board, CCI adopted a strategy of growth and self-sufficiency, raising $450,000 to remodel a retirement center for people with disabilities. Ted can be reached via email at ESimpson@SamuelsLaw.com.

Practice Areas

Professional Associations

  • Estate Planning Council of Portland
  • American Bar Association (Member: Sections on Taxation Law and Business Law; Asset Protection Planning Committee)
  • Oregon State Bar Association (Member: Sections on Taxation, Estate Planning & Administration, and Business Law)
  • Washington State Bar Association (Member: Sections on Taxation Law, Business Law, Real Property, Probate and Trust)
  • Alaska Bar Association (Member: Sections on Estate Planning and Probate Law, Taxation Law and Business Law)
  • United States Tax Court

Education

  • University of Washington School of Law (LL.M., 1998)
  • Gonzaga University School of Law (J.D., 1997)
  • Eastern Washington University (B.A., cum laude, 1994)

Bar Admissions

  • Admitted to Washington State Bar (1997)
  • Admitted to Oregon State Bar (1999)
  • Admitted to Alaska State Bar (2007)
  • Admitted to United States Tax Court (2004)

 

Michael D. Walker

Michael D. Walker is a business, tax, and estate planning attorney who has worked with individuals and small to medium-sized businesses for over 20 years. Michael enjoys the challenge of guiding his clients through the wide variety of legal challenges they face in today’s complex world.

Michael graduated with high honors from both Northwestern School of Law and The College of Idaho. Michael is licensed to practice law in both Oregon and Washington, and is also admitted to practice before the United States Tax Court.

Authoring articles, conducting seminars, and speaking for organizations and businesses, Michael covers such topics as sophisticated estate planning, business transactions, corporations, limited liability companies, family limited partnerships, joint ventures, and 1031 exchanges.

An active member of the Portland community, Michael has served on the Estate Planning Council of Portland, and is past President of St. Matthew Lutheran Church in Beaverton, Oregon. Michael can be reached via email at mwalker@SamuelsLaw.com.

Practice Areas

Professional Associations

  • American Bar Association (Member, Sections on Business Law, Taxation, & Real Property, Probate, & Trust Law)
  • Multnomah County Bar Association (Member)
  • Oregon State Bar Association (Member, Sections on Business Law, Debtor/Creditor Law, Estate Planning & Administration, Real Estate & Land Use Law, and Taxation)
  • Washington State Bar Association
  • United States Tax Court
  • Estate Planning Council of Portland

Education

  • • Northwestern School of Law (J.D., 1988, magna cum laude)
  • • The College of Idaho (B.A., 1985, magna cum laude; Lawrence Henry Gibson Scholar in Political Science & History)

Bar Admissions

  • Admitted to Oregon State Bar (1988)
  • Admitted to Washington State Bar (2009)