Phone: 503-944-6974 Fax: 503-222-7261 Email: alandon@williamskastner.com V-Card

888 SW Fifth Avenue, Suite 600 Portland, OR 97204-2025

Experience

Abby Wool Landon is a member in the Portland office of Williams Kastner. She is an estate planning, wills and trusts, tax, business succession and probate attorney with extensive experience advising family businesses in various capacities. Owner of her own law firm for ten years, business owner and member of several family partnerships, she brings hands-on business experience to her clients. Ms. Landon helps her clients with wills and trusts, complex business transactions, business succession and estate plans. If required, she assists them in navigating the probate process, and probate, wills and trust disputes, where it becomes necessary.

Ms. Landon is experienced in multiple-generation trust and estate planning, including business succession elements and qualified retirement plan analysis. She routinely handles matters pertaining to marital trust planning for clients with step-family issues, including marital conduit trust applications for qualified retirement plans. She is experienced in domicile tax analysis, grantor trusts, and trust administration for high net worth families and charitable trust planning and administration. Ms. Landon spent two years as corporate counsel for a startup company, where she managed in-house shareholder relations, M&A transactions, debt and equity funding negotiations, contract negotiations, business succession planning and general corporate work.

Within the community, Ms. Landon continues to serve as a board member for a green, sustainable business, Better World Club. Ms. Landon has presented at CLE seminars throughout the state on behalf of the Oregon Community Foundation (OCF), speaking on asset protection and estate planning for families in conflict. She has extensive courtroom experience, including testifying as an expert witness. Ms. Landon is a dynamic speaker and involved in community education and teaching to private groups to raise awareness of the importance of wills and trusts, and gift and estate tax planning to maximize family wealth and avoid conflict.

Emerging Estate Plan Questionnaire

Representative Transactions

• Lead attorney for family estate and business succession planning for family estates, trusts and businesses
• Lead probate attorney for taxable estate with multiple deaths
• Regulation D exempt securities transactions
• Wills and trusts for multiple domiciles, including international, and planning for the noncitizen spouse
• Estate planning for same-sex couples in Oregon and Washington
• Lead litigation attorney for wills and trust disputes involving multiple person partnerships
• Lead probate and litigation attorney for complex family and business disputes

Professional Experience

Williams Kastner, Member | 2011 - Present
Bullivant Houser Bailey PC, Shareholder | 2009 - 2011
Bullivant Houser Bailey PC, Of Counsel | 2007 - 2009
Samuels Yoelin Kantor LLP, Of Counsel | 2001 - 2006

Memberships

• Northwest Academy (Trustee, Board of Directors, 2009 - Present)
• Oregon Community Foundation (Metro Council Member, 2008 - Present)
• Better World Club (Board of Directors, 2005 - Present)
• CCI Enterprises (Board of Directors, 2004 - 2007)

Articles and Publications

• Co-Author, "Death and Taxes are Certain, Both Addressed in Latest Tax Bill," Bullivant eAlert, December 2010.
• Co-Author, "Low Interest Rates Provide Taxpayers With Unique Opportunity To Avoid Estate And Gift Taxes," Bullivant eAlert, May 2010.
• Co-Author, "The End of the Estate Tax?," Bullivant eAlert, January 2010.
• Co-Author, "2010 Roth IRA Conversions," Bullivant eAlert, November 2009.
• Co-Author, "New Supreme Court Decision: Plan Administrator Appropriately Paid Pension Benefits to Ex-Wife, the Designated Beneficiary, Despite Language in Divorce Decree," Bullivant eAlert, February 2009.
• Author, "New IRS Whistleblower Rules Focus on Informant Rewards," Bullivant eAlert, October 2008.
• Author, "New Changes in the Law Defining Who Qualifies as an Independent Contractor," The Fine Print Newsletter, 2005.
• Author, "Your Estate Plan-Your Child's Divorce," The Fine Print Newsletter, 2004.
• Author, "Re-evaluating Risk, Why You Need an LLC and an Estate Plan," The Fine Print Newsletter, 2003.

Seminars and Presentations

• Co-Presenter, "Thrive: Living the Life, Leaving the Legacy,"  April 26, 2012.
• Co-Presenter, "Thrive: Living the Life, Leaving the Legacy,"  October 20, 2011.
• Presenter, "Tax Topics," Oregon State Bar Family Law Section Annual Retreat, 2010.
• Presenter, "Estate Planning in 2010," The Knowledge Congress, July 15, 2010.
• Presenter, "Hospitality, Spirituality and Personal Planning Forum," University Club, 2009.
• Presenter, "Wealth Planning in a Changed World," Credit Suisse Wealth Management Conference, 2009.
• Presenter, "Estate planning basics in a challenging economic climate," Grace Memorial Foundation, 2009.
• Presenter, "Successful Succession Planning in Today's Economy," 2009.
• Presenter, "Wine, Women & Wills," University Club, 2008.
• Co-Presenter, "Basic Estate Planning for Financial Advisors," 2008.
• Presenter, "Building Strategic Partnerships," Women in Financial Services (WIFS), 2008.
• Presenter, "Family Crisis: Estate Planning, Administration and Charitable Intent," Oregon Community Foundation Philanthropy Forum Lunch, Portland, 2007; Eugene, 2008; Bend, 2008.
• Presenter, "Claims in Probate, Administering the Basic Estate CLE," Oregon State Bar Association, 2007.
• Presenter, "Growing in Numbers," Washington State Bar Association, 2007.
• Presenter, "Managing Claims in Probate," Oregon State Bar Seminar, Administering the Basic Estate, 2007.
• Co-Presenter, "Cornerstones for Success: Business Succession Planning - How to Leave Your Business in Style," Portland Business Alliance Seminar, 2007.
• Presenter, "Wine, Wills and Women - What You Should Know About Wealth Building," Bullivant Houser Bailey Spring Women's Event, 2007.
• Co-Presenter, "Wine, Wills and Wall Street, an Estate Planning Primer."
• Co-Presenter, "What They Don't Tell You at the Real Estate Seminars," Portland Community College Education, Edward Jones, 2005.
• Author/Presenter, "How to Make Your Children Wealthy," Continuing Professional Education for Certified Public Accountants.
• Presenter, "Critical Issues in 1031 Exchanges," Continuing Professional Education for Certified Public Accountants.