Overview

About Steven

Steven Bell focuses his practice on the creation and administration of complex trusts to meet business succession planning, tax planning and family needs. Through his practice, Steve helps clients create customized structures to preserve and perpetuate closely held businesses and to meet diverse objectives. Steve’s passion lies in developing creative solutions to help clients meet their goals in a tax efficient manner, whether in crafting a new estate plan, facilitating charitable giving, administering complex estates, modifying and restructuring irrevocable trusts, or developing trust structures to meet business objectives.

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Experience

Experience

  • Advise family in settling large federally taxable estate, addressing valuations and distributions of private equity and closely held family owned company interests, tax planning and preparation of estate tax returns, and coordination with beneficiaries and existing irrevocable trusts.
  • Advise closely held business owner in creating estate plan to provide for business succession, probate avoidance and estate tax planning for unique family situation.
  • Advise foundations and educational institutions in gift planning and administration matters including the creation and reformation of charitable remainder trusts, settlement of problematic estate gifts, and modification of endowment funds.
  • Advise beneficiary of irrevocable trust and negotiate settlement and division of trust.
  • Advise trustees of irrevocable trusts in navigating modifications, divisions and terminations of trusts to facilitate family goals, and tax planning objectives.
  • Develop non-charitable perpetual purpose trust to assist closely held corporation in transition to purpose-driven ownership model.
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Honors

Honors & Activities

Professional Honors & Activities

  • Member, Estate Planning and Administration Section, Oregon State Bar
  • Member, Estate Planning Council of Portland
  • Former Adjunct Professor of Business Law, University of Portland Pamplin School of Business Administration, 2013-2016
  • Member, Multnomah Bar Association

Civic Activities

  • Volunteer Coordinator, Village Baptist Church Community Garden (former)
  • Board Member and Chair of Governance Committee, EarthShare Oregon
  • Non-charitable Purpose Trust Legislative Work Group, 2018 (Part of group working with Ore. State Rep. Julie Fahey to develop proposed legislation to better define “non-charitable purpose trusts” for business purposes.)
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Insights & Presentations

Insights & Presentations

  • ‘Stewardship Trusts’ – House Bill 2598: The Non-Charitable Business Purpose Trust Bill (Keynote speaker), UO School of Law Green Business Initiative, Innovative Oregon: Building a Climate for Success, Portland, Oregon, April 5, 2019
  • “Probate Fee Agreements,” Chapter 15 of Fee Agreement Compendium – OSB BarBooks™
  • “Estate Planning for Owners of Closely Held Businesses” (co-author with Emily Karr), Chapter 47 of Advising Oregon Businesses – OSB BarBooks™
  • “Estate Planning and Administration: The Complete Guide,” National Business Institute CLE, Portland, Oregon, Aug. 2016
  • “Build Your Own Healthcare Practice,” Pacific University Continuing Interprofessional Education Series, Jan. 15, 2015
  • “LLC Workshop: Choose, Draft and Maintain,” National Business Institute CLE, Portland, Oregon, Aug. 2014
  • “The Way the Winds are Blowing These Days: The Rapid Growth of Wind Energy and Legal Hurdles of North Carolina’s General Statutes,” 8 N.C. J.L. & Tech. 117 (2006)



Related News & Publications


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