Heather is a partner at Dunn Carney, and has been practicing in the estate planning and general business areas at the firm since May 2000. She is a member of the firm’s Trusts and Estates practice group and the firm’s Agriculture and Natural Resources practice group.
Heather’s estate planning practice includes developing comprehensive plans for estates of all sizes, from smaller estates of couples planning for young children to multi-million dollar estates using complex tax-planning strategies. Heather also assists clients in establishing and administering guardianships and conservatorships, and through probate and post-mortem trust administration. Her business practice focuses on financing transactions, most often representing borrowers in negotiating complex real estate loan transactions, including New Markets Tax Credit loans and HUD loans.
Heather is licensed to practice in Oregon and Washington. She can communicate reasonably well in Spanish and French.
Bar Admissions
- Oregon, 2000
- Washington, 2000
Education
- Lewis & Clark Law School, J.D., 1999
Environmental Law Review, Form and Style Editor, 1998-1999 - Portland State University, 1995
Professional Associations
- Oregon State Bar, Member
- Washington State Bar, Member
- American Bar Association, Member
- Oregon State Bar Estate Planning and Administration Section, Member
- Oregon City Parks and Recreation, 2002-2004
Member, Advisory Committee - Multnomah Bar Association, Member
- United Way of the Columbia-Willamette, Planned Giving Committee, 2007 – present
Presentations
- Estate Planning: Wills and Trusts, Advice for Life sponsored by Frazier Hunnicutt, 2010
- Estate Planning and Administration, Oregon State Bar Learning the Ropes Seminar, 2008-2010.
- “Managing Loans When Milk Prices Fall” to the Oregon Dairy Farmers’ Association, 2009.
- Estate Planning, Coldwell Banker brokers, 2009
- Considerations in Estate Planning, Oregon Federal Executive Board, 2009
