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Schwabe, Williamson & Wyatt

Jeff S. Patterson

Jeff S. Patterson

Shareholder

Schwabe, Williamson & Wyatt
Oregon, U.S.A.

tel: 541-749-4073
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Profile

Jeff Patterson assists clients with all aspects of estate planning, charitable planning, business and real estate transactions as well as probate and trust administration. He frequently provides training for CPAs, tax consultants, financial advisors, insurance professionals and real estate agents on a wide range of tax and estate planning topics.

Jeff is a 2002 graduate of Lewis & Clark Law School and also holds Music Performance degrees from the University of Houston and the Eastman School of Music. He played trumpet in the Rochester Philharmonic and several other orchestras and bands before finding a love for the law and helping families plan for their immediate and long-term futures.

Jeff has served on faculty with Liberty University in the Graduate Business department, and he is very active in the Central Oregon community. He serves on several local boards, including the KIDS Center, The Fellowship at Bend, and the Guardian Group Advisory Board. A native of Texas, he has adapted to the Northwest and enjoys skiing, mountain biking, crossfit and coaching his two young sons’ baseball and football teams.

Bar Admissions

  • Oregon State Courts
  • United States Tax Court

Education

  • Northwestern School of Law, Lewis & Clark College, Juris Doctor (2002)
  • University of Houston, Bachelor of Music in Music Performance, cum laude (1992)
  • University of Alabama School of Law, LLM in Taxation (2010)
  • Eastman School of Music, University of Rochester, Master of Music (1994)
Areas of Practice
Professional Career

Significant Accomplishments

  • Foundational estate planning
  • Advanced wealth transfers for estate tax and gift tax planning
  • Trust administration
  • Probate administration
  • Business entity formations, succession planning, and transactions ?

Articles

  • Arnold Brown Joins Schwabe's Technology Industry Group in Our New Mountain View, CA, Office
  • OP-ED: The Importance of a Balanced Approach to Writing
  • Proposed Tax Regulation for Qualified Opportunity Zones Released
  • Schwabe CPA Shoptalk: 8 Takeaways
  • Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Real Estate and Construction Industry?
  • Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Transportation, Ports and Maritime Industry?
  • Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Healthcare Industry?
  • Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Manufacturing, Distribution and Retail Industry?
  • Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Agriculture Industry?
  • Tax Reform: What Does the Tax Cuts and Jobs Act Mean for the Technology Industry?
  • Tax Reform: Summary of Tax Cuts and Jobs Act

Seminar

  • Income and Estate Planning with Beneficiary Designation Assets
  • Estate & Trust Conference: Planning for IRAs and Other Retirement Accounts after Death
  • Estate Planning with Beneficiary Designated Assets
  • IRAs & Designated Beneficiaries – Issues and Decisions facing Baby Boomers as they age
  • Central Washington Agriculture Seminar
  • Trusts From A to Z: Grantor Trusts
  • Trusts From A to Z: Trusts Used for Tax Reduction
  • Trusts From A to Z: Simple Trusts and Revocable Living Trusts
  • Probate Property vs. Non-probate Assets
  • Initial Filing in Probate Court and Estate Timeline
  • Oregon Dairy Farmers Annual Convention
  • National Business Institute: Estate Planning for Farmers and Ranchers
  • Open House for Jeff Patterson & Tami MacLeod

WSG's members are independent firms and are not affiliated in the joint practice of professional services. Each member exercises its own individual judgments on all client matters.

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