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R. SCOTT COREY
Collaborating Attorney
PROFESSIONAL AND CIVIC ACTIVITIES:
ADMITTED TO PRACTICE
EDUCATION
CONTINUING PROFESSIONAL EDUCATION/COURSES ATTENDED
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MARIA SCHMIDLKOFER, J.D.
Associate Attorney
PROFESSIONAL AND CIVIC ACTIVITIES:
Marion County Bar, Member
Oregon State Bar, Estate Planning Section, Member
WealthCounsel, Member
Willamette Valley Estate Planning Counsel, Member
Salem Chamber of Commerce, Member
YWCA of Salem, Board of Directors, President (2010-2011)
St. Mary School Parent Club, Executive Board, President (current)
Willamette Law Review, Associate Editor (2005-2007)
Student Bar Association, Treasurer (2005-2006)
Legal Research and Writing, Writing Assistant (2005-2007)
Environmental Law Society, President (2006-2007)
Willamette University College of Law, Dean's list (2004-2007)
Willamette University College of Law, Court Study Committee (2005-2007)
PUBLICATIONS
Seeking Best Practices Among Intermediate Courts of Appeal: A Nascent Journey, W. Warren H. Binford, Preston C. Greene,
Maria C. Schmidlkofer, Robert M. Wilsey, and Hillary A. Taylor, THE JOURNAL OF APPELLATE PRACTICE AND PROCESS Vol. 9, No. 1 (Spring 2007)
ADMITTED TO PRACTICE
Oregon
EDUCATION
Willamette University College of Law, JD, magna cum laude (2007)
Whitman College, BA (2001)
CONTINUING PROFESSIONAL EDUCATION/COURSES ATTENDED
Gifting Strategies in Light of TRUIRJCA 2010
A look at Oregon's Natural Resources
Estate Planning for Noncitizens
Estate and Distribution Planning
Estate Planning with Premarital
Economic State of Oregon
Selected Planning Issues for Migrants
Nonprofit Tricks and Traps
Subchapter S Corporation issues
Valuation Pivot Points
54th Annual Estate Planning Seminar
State Economics
State Tax Update
Guardianships & Conservatorships
39th Annual Estate Planning Seminar
Common Estate Planning Errors
IRA Tax Planning
Is Your Client Losing It? How to Know
In-Plan Roth Conversions
The Gathering 2011 For Estate, Buisness
Inside the Multi-Generational Family
Planning for Second Marriages
Health Care Decision Making Documents
Advanced Estate Planning
Attorney's & Financial Advisors Working Together on Trustee Selection for Irrev. Trusts
Estate Planning Strategies for Same-Sex or Unmarried Partners
Helping Parents & Grandparents Plan for Minor Children
IRA Update Including Roth Conversions
Using LLCs to Protect Family Assets
The Attorney as Employer: Employment and tax Law Considerations
Disclaimers
Nightmare on Ethics Street
Professionalism for New Attorneys
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RACHEL CHRISS, J.D., LL.M.
Law Clerk
ADMITTED TO PRACTICE
Oregon
Texas
EDUCATION
LL.M. Tax Law, University of Houston
J.D. Louisiana State University
B.A. Communication and Religious Studies, University of California, Santa Barbara
CONTINUING PROFESSIONAL EDUCATION/COURSES ATTENDED
Form 709: Gift Tax Fundamentals
Form 706: Estate Tax Return Fundamentals
Asset Protection Planning Now More Important than Ever
Planning for Unmarried Couples
Faith Based Planning
Putting the Uniform Trust Code into Practice
Administering the Basic Estate
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MARY ANN LEONARD
Office Manager/ Funding Coordinator
PROFESSIONAL AND CIVIC ACTIVITIES:
American Institute of Professional Bookkeepers, AIPB
Board of Directors Webb Lake Homeowner’s Association
28 year Member of American Legion Post 89, Chairman Annual Veteran’s Fundraiser; and
Bookkeeping services for local charities.
EDUCATION
Medical Business Management Certification from Oregon Health and Science University, University of Oregon
On-going course study with AIPB
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SHELBY WAREHAM
Firm Administrator
PROFESSIONAL AND CIVIC ACTIVITIES:
Salem Area Young Professionals
EDUCATION
Bachelor of Science, Criminal Justice Administration, University of Phoenix, 2009
CONTINUING PROFESSIONAL EDUCATION/COURSES ATTENDED
Enrolled in WealthCounsel’s Certified Estate Planning Assistant program
Business and Marketing Writing
Effective Business Writing
Effective Communication
Keys to Effective Editing
Principals of Marketing
Grammar Refresher
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KIRA FESKENS
Document Coordinator
EDUCATION
Business Technology, Chemeketa Community College, 2005
Associate of Paralegal Studies, National Paralegal College, August 2011
CONTINUING PROFESSIONAL EDUCATION/COURSES ATTENDED
Grammar Refresher
Microsoft Visio 2003 Introduction
Microsoft Word Level II
Phone Pro Web Seminars
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ROBIN PAULISSEN
Paralegal/Estate & Trusts Administrator
PROFESSIONAL AND CIVIC ACTIVITIES:
Polk County Volunteer Council
Polk County Posse
Polk County Search and Rescue
Marion County 4H
EDUCATION
Associates Degree, Legal Science, Phoenix College, Phoenix, Arizona, 1991
Health and Life Insurance License, State of Oregon, 1999
Registered Investment Adviser, State of Oregon, 2000
Equine Science Certificate, University of Guelph, Toronto, Canada 2004
Mortgage Originator, State of Oregon, September 2007
CONTINUING PROFESSIONAL EDUCATION/COURSES ATTENDED
Basics of Trust Administration, January 2011
Continuing education for mortgage origination license
Continuing education for insurance license
Certification classes for Search and Rescue
Oregon High School Equestrian Coaching Certificate
Trustee Selection
Seizing Opportunities in a Changing Tax Environment- National Insurance Brokerage
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