History
Daniel R. Mortensen, J.D., L.L.M., (Principal) Born in Spokane, Washington, March 16, 1968; admitted to bar, 1994, California; 1995, Washington. Education: University of California, Berkeley (A.B., 1991); University of California, Hastings College of the Law (J.D., 1994); New York University School of Law (LL.M., Taxation, 1996). Instructor, Estate Planning and Advanced Estate Planning, University of California, Santa Barbara Extension, 2000-2001. Member: State Bar of California; Washington State Bar Association. (Certified Specialist, Taxation Law, The State Bar of California Board of Legal Specialization). Practice Areas: Estate Planning; Business Succession Planning; Wills; Trust Law; Trust Administration; Probate; Trust Litigation; Taxation. Jeff B. Furchtenicht, ESQ., (Associate) Born San Jose, California, May 11, 1968; admitted to bar, 1996, California; 2003, Oregon. Education: University of California, Santa Cruz (B.A., highest honors, Sociology, ho
Specialties
Our goal is to do only a few things, but to do them at a world-class level. To that end, our practice is limited strictly to pre-death estate planning, post-death administration and tax controversy work. Our highly trained staff is absolutely committed to providing our clients with the highest quality estate planning and tax representation available anywhere.