Darlene J Dick Page 1 of 4 - Washington County, Oregon · • Maintain Financial Reporting...

Submit Date: Jun 02, 2019

First Name Middle Initial Last Name

Home Address Suite or Apt

City State Postal Code

Primary Phone Alternate Phone

Employer Job Title Occupation

Washington County, OR Boards & Commissions

Application Form

Profile

Are you employed in Washington County?

Yes No

If you live in Washington County, in what district do you reside in? *

District 3

District look-up here

What days and times are you available to meet?

I am available during the week (m-f) from 9 am until 7 pm.

Please list the Washington County Boards that you are currently serving on, or havepreviously served on (include the dates of your term).

I do not currently serve on a Washington County Board. I currently serve on two boards for the city ofTigard. PRAB and the Levey and Bond Advisory Task Force.

Interests & Experiences

Darlene J Dick

TIGARD OR 97223

Retired Senior Accountant MBA in Finance

Darlene J Dick of 4

http://washco.maps.arcgis.com/apps/PublicInformation/index.html?appid=62bfae2452c34a05abb94466aff2ce04

Upload a Resume

Which Boards would you like to apply for?

Audit Committee: Submitted Board of Property Tax Appeals: Submitted Washington County and SDL No.1 Budget Committee: Submitted Metzger Park Local Improvement District Advisory Board: Submitted

If you selected multiple Boards, which is your preferred choice?

Metzger Park Local Improvement District Advisory Board

How did you hear about the Board/s you are applying for? *

County Website

Why are you interested in serving on the Board/s you are applying for?

Currently, there are high priority changes occurring within cities, parks, and the struggles of affordablehousing. Managing these issues requires budgets that need to be stretched to meet the needs of thecommunities. I hold an MBA in Finance from GFU and though I am retired, I would love the opportunity tomake a difference in my community utilizing my education and the needs of the communities.

Are you interested in other volunteer opportunities?

Yes No

If you are interested in other opportunities, may we contact you?

Yes No

What education, work experience, volunteer experience or life experience do you bring?

I earned an MBA in Finance from George Fox University. I currently serve on two boards for the city ofTigard: PRAB and the Levey and Bond Advisory Task Force.

Describe your understanding of the concerns and issues facing the Board/s you wish toserve on.

Budget constraints would be the number one issue that faces every community, and how to guide todayfor tomorrows returns.

List any potential conflict of interest between your public and private service that mightresult from your appointment to a Board/s you are applying for.

N/A

References

Darlene J Dick of 4

Full name of Reference #1

Nita Jane Carrington, EdD, RN, ANP, MSN, MBA, MPA

Phone number of Reference #1

Email of Reference #1


John L. Cook



Acknowledgment

Darlene J Dick of 4

Please Agree with the Following Statement

By submitting this form, I am affirming that all the information is true to the best of myknowledge and that I understand that any misstatement of fact or misrepresentation ofcredential may result in this application being disqualified from further consideration or,subsequent to my appointment to a board/committee/commission, may result in dismissal.Also, information I provide on this application may become part of the public record.

I Agree

Darlene J Dick of 4

D A R L E N E J . D I C K , M B A

OBJECTIVE: Seeking the Position of Senior Accountant Availably to Interview: I am available to interview beginning June 4, 2019 Availability to Start: Immediately SUMMARY: I am a conscientious employee with years of valued experience in Tax, G/L Financial Analysis, Fixed Assets, Fund Accounting, and Personal Property Tax. I can work under direct or indirect supervision and meet deadlines enthusiastically. With excellent skills in communicating key data to managers, departments, employees, customers and vendors. EXPERIENCE SUMMARY:

• Leadership & Management – MBA –Finance Program • Fixed Asset Manager & Sales Tax Supervisor • Tax Research Proficiency • Financial Analysis – Close Entries - AP • Revenue Recognition – Contract Review - AR • Government Audits – Government Census Reporting. • Access / XL Connect used to retrieve data from Epicor. • IRS ~ 940,941 & 8027 Reconciliation • Reconciliation of Balance Sheet Accounts & Cash Flow Analysis

EXPERIENCE: First Commerce, LLC – Lake Oswego, OR 11/2018 – 2/2019 Personal Accountant/Bookkeeper

• Full Charge Bookkeeper • Cash Counting/Deposits • Maintain Financial Reporting (Multiple Personal & Trust Accounting) • Accounts Payable • Journal Entries - QuickBooks • Banking- Multiple Accounts • Financial Statements-Multiple Trust Companies and Personal Accounts

Calvin Presbyterian Church – Tigard, OR 10/2017 – 10/2018 Accountant/Bookkeeper

• Full Charge Bookkeeper • Cash Counting/Deposits • Maintain financial reporting (Accountability-& QuickBooks-SW) • Individual Contributions SW (CCIS SW) • Accounts Payable • Accounts Receivable • Payroll - Pay NW • Journal Entries - Fund Accounting • Weekly Bank Deposits • Sub-ledgers-Excel

Tigard, OR 97223

TE Connectivity - dba- Creganna Medical - Tualatin, OR 7/2014 – 3/2017 Sr. Accountant - Fixed Asset Manager

• Prepare Work Papers for CPA firm: IRS and State Tax Filing • Tax Filing: S/T, PPT, FBAR, Franchise Tax • Weekly Cash Flow Analysis and Monthly Close Analysis Entries • Balance Sheet Accounts and Reconcile Bank Accounts • Sales Tax/Personal Property Tax - Tax Filing and Research • Set-up and Manage Fixed Assets – Sage SW • Oversee/Reconcile A/R – Audit Customer Accounts

Software: Epicor, FAS, Excel, Word, Power Point, XL Connect, Oracle, Hyperion Robert Half/Account Temps –Portland, OR 4/2011– 6/2014 Sr. Accountant – Contractor

• Deferred Revenue • Fixed Asset/Depreciation • Financial Analysis • Journal entries • CIP (Capital in Progress) • Daily/Monthly Cash Reconciliation. • Foreign & Domestic Transactions • Implement New SW – PTMS for Property Taxes • Reconcile to Prior Year-Tax Reporting • Prepare Personal Property Tax Returns • Research Operational Property Tax Reporting Issues • Tax Rollover Reconciliation

Software: QAD, FAS, Excel, Word, Great Plains, Power Point Aston Carter – Portland, OR 7/2011 – 12/31/12 Senior Staff Accountant – Contractor

• Fixed Asset Accountant • Depreciation Entries • Journal entries • CIP (Capital in Progress) • Personal Property Tax • Industrial and Personal Tax Filings • Terms & Transfers

Software: SAP, BNA, Excel, Word, QuickBooks McCormick & Schmick’s Seafood Restaurant’s 5/2007 – 4/2011 Senior Tax Accounting Analyst/Supervisor

• Restaurant Sales & Use Tax- 26 States. • Electronic Filing and Payment. / Set Up Business Licenses. • Audits - SOX Compliant. • Business & Occupation Taxes – State & Cities. • Ohio Commercial Activity Tax (CAT). • IRS ~ 940,941 & 8027 Reconciliation- Power of Attorney. • E-commerce Sales & Use Reporting – 47 States. • Supervise Tax Department.

Software: Great Plains; DocLink, Excel, Word, Access, XLReport Writer, Squirrel POS, Property Works.

Fiserv Solutions, Inc., d.b.a. Fiserv EFT: 3/2003 – 7/2006 Tax Analyst

• Sales & Use Tax-47 States. • Personal Property Tax-44 States. • Fixed Assets. • Purchase Orders. • G/L Reconciliation’s. • Business License Renewal. • Audits-SOX Compliant.

Software: Vertex, PTMS, Access, Excel, Word, Solomon, FAS. First Portland Corporation: 8/2000 – 3/2003 Tax Accountant

• Sales & Use Tax – Leasing. • Personal Property Tax. • Business License Renewal. • Audits. • Reconciliation’s.

Software: Lease Plus, PTMS, Excel, Word, Access, Great Plains.

Nike, Inc.: 4/1996 – 9/1999 Associate Tax Accountant

• Sales & Use Tax and Expat Tax Returns. • Personal Property Tax. • Business License Renewal. • New Store Set-Up. • Credit Analyst- Large Accounts • Audits.

Software: Oracle, Holos, Insource, Excel, and Word. InFocus Systems, Inc.: 7/1992 – 12/1995 Senior Accounting Clerk

• Maintain Fixed Assets. • Prepaid Assets. • G/L Reconciliation/ RTV Inventory Reconciliation • Personal Property Tax.

Software: Oracle Excel, Word, PowerPoint. EDUCATION:

Linfield College: BS in Accountancy, December 2007 George Fox University – MBA in Finance – December 13, 2014

CERTIFICATION AND LICENSES: Management and Leadership – MBA in Finance – December 13, 2014

SPECIFIC QUALIFYING EXPERIENCE:

Education/Experience: Years of Experience • Bachelor’s Degree in Accounting, Business Management, Economics, Finance, Statistics • MBA – Finance - Management & Leadership December 13, 2014

• 15 +

• Strong Written and Verbal Communication Skills: 9-15+ years previous experience in Risk Analysis, Accounting, Tax

• 15+

• Ability to maintain a high level of confidentiality Integrity, Organizational Skills, Ability to Meet Deadlines, Work Independently, Learn New Software, Team Player

• 15+

• Proficiency with Microsoft Office Suite products (MS Word, PowerPoint, Outlook, Visio flowcharts, and SharePoint); (MS Office 2010 proficiency).

• 15+

• Expert level experience with the latest version of Excel.

• 10+

• Proficient to expert level experience with the latest versions of MS Access.

• Proficient 1+

• Familiarity with Pivot tables and Vlookup for Excel

• 7+

• Proficiency in Tax Research, Organized and detail oriented, Ability to prioritize multiple tasks successfully. Adherence to reporting requirements and deadlines.

• 15+

• General database management skills for relational databases.

• 10+

General Requirements: • Experience with US GAAP and regulatory practices and principles. Advanced skills and experience using statistics software packages (e.g., SAS [Statistical Analysis Software

• Statistical Skills – Calculator Knowledge of Computing • 5+

• Experience with data manipulation in Access, Excel, and statistics packages.

• 7+

Submit Date: Jul 02, 2019




Email Address




Application Form

Profile

Alternate Email Address


Yes No


District 1


I am very flexible with my schedule.


Civil Service Commission 2017-present ESPD/URMD Budget Committee 2015-present PlanningCommission 2014-present Board of Property Tax Appeals 2013-present Washington County Aging andVeterans Services Advisory Council 2012-2014 Urban Roads District Maintenance Advisory Committee2012-2016 Cultural Coalition of Washington County 2012-2017, 2019- Parks and Recreation AdvisoryBoard 2011-2017 TV Highway Community Advisory Committee 2011-2013


Anthony Mills

Aloha OR 97006

Home:

EMS SubDesk Substitute Subtitute

Anthony Mills Page 1 of 3


Board of Property Tax Appeals: Submitted



County Website


I served for two terms on the CCWC and now that I have been off for a year, I would like to rejoin it. I amalso very interested in joining the Col-Pac and think that my varied experience in the County would be anasset as one of the County's representatives to that organization.


Yes No


Yes No


See application on file and my attached resume.


I am applying for a continuation of my BOPTA membership.


I have none.

References








Acknowledgment



I Agree


ANTHONY MILLS

Aloha, OR 97006-0928

EDUCATION

University of Oregon 1994-1996

MS in Political Science.

University of Szeged 1992-1993

Year-long program in Hungary through U of O.

Community College of Micronesia 1990

Summer program through U of O.

University of Oregon, 1988-1992

BS in Political Science. Cum laude, Phi Beta Kappa.

WORK EXPERIENCE

EMS SubDesk 3/2018-present

This is the contractor which provides all substitute teachers and classified

staff to various school districts in Oregon and certain other states. I am

currently placed in the Hillsboro School District in campus security.

Aerotek 10/2016-3/2018

Contractor at Amazon distribution center during holiday season, then

placed at Davis Tool Inc. until position ended due to lack of work, then

at Sumitomo, all in Hillsboro.

Transition Projects, Incorporated 1/2016-10/2016

Resident Advocate at two homeless shelters in Portland.

Todd Investment Properties, LLC & Todd Farms, LLC 10/2002-present

Part-time bookkeeper and office assistant. Performs all office duties,

bookkeeping, payroll, and prepares income tax information for accountant.

League of Women Voters of Portland 10/2015-11/2015

Office Manager (temporary), October-November 2015

Securitas Security Services 6/2007-6/2015

Contractor at the Intel Hawthorn Farm campus in Hillsboro.

Nike Inc. 12/1997-10/2002

Mail clerk. All aspects of production, sorting and other shipping, mailroom

and communication duties.

Washington State University 6/1996-7/1997

Researcher in Vancouver, Washington and Business Advisor in Krasnoyarsk, Russia.

In Vancouver:

• Carried out business research for WSU projects in Romania and Russia.

• Assisted in investigate further development opportunities in other countries, particularly

Suriname.

In Russia:

• Worked in business development center jointly operated by WSU and Krasnoyarsk State

University. Approximately 15-20 employees and contractors.

• Advised on business projects, wrote reports,

• Organized US agricultural trade show/ luncheon

• Coordinated interview project by American market research firm.

• Gave presentations on US politics and economics to various academic groups.

• Taught English three hours a week to Russian businesspeople and business development

center staff.

• Edited English translation of regional business guidebook for conference.

INTERNSHIP

Office of the Speaker of the Oregon House of Representatives 1995

Office intern.

GOVERNMENT and CIVIC APPOINTMENTS

Tualatin Soil and Water Conservation District Budget Committee 2017-present

Civil Service Commission 2017-present

Washington County

ESPD/URMD Budget Committee 2015-present

Washington County

Aloha-Reedville Community Council 2014-2017

President of the Executive Council 12/2014-2016, 2017

Planning Commission 2014-present

Washington County

Board of Property Tax Appeals 2013-present

Washington County

Washington County Aging and Veterans Services Advisory Council 2012-2014

Urban Roads District Maintenance Advisory Committee 2012-2016

Washington County

Budget Committee 2012-present

Tualatin Hills Park & Recreation District

Chair 2015-2017

Cultural Coalition of Washington County 2012-2017

Grant panel judge 2012-2017

Cultural Plan update Committee 2014-2015

Parks and Recreation Advisory Board 2011-2017

Washington County

Chair 2015-2016

TV Highway Community Advisory Committee 2011-2013

Washington County

Parks Bond Citizen Oversight Committee 2010-2018

Tualatin Hills Park & Recreation District

Tualatin Soil and Water Conservation District 2007-2015

Associate Director

Citizen Participation Organization 6 2005-present

Aloha, Reedville and Cooper Mountain

PRIVATE and NONPROFIT ORGANIZATIONS

Friends of Historic Forest Grove 2015-present

Westside Cultural Alliance/Tualatin Valley Creates 2014-present

Vice Chair 2014-2016

Chair 2016-

Assists with the day-to-day activities of the Executive Director, rewrote bylaws, edits

most media releases, grant applications, etc.

Aloha Historical Society 2014-present

Founder and Director

Washington County Public Affairs Forum 2013-2016

1st Vice President 2014

Treasurer 2014-2015

Aloha Community Library Association 2011-2015

Volunteer with Board of Directors 2011-2014

Member of Media Outreach and Government Affairs Committee 2012-2013

Assisted with creating new library, assisted with writing grants and writing Bylaws and

Mission Statement, etc.

Submit Date: Jun 27, 2019




Email Address




Application Form

Profile



Yes No


District 1



See application on file





Board of Property Tax Appeals: Appointed Planning Commission: Archived

Jean Lu

Beaverton OR 97078

Jean Lu Page 1 of 4


Upload a Resume



Other website


community involvement


Yes No


Yes No







References





Jean Lu Page 2 of 4



Demographics

Providing information about your gender, age, race and ethnicity is voluntary. It will not be used inthe appointment process and, under federal and state law, it may not be used to discriminateagainst you. It will be treated as confidential and will only be used for statistical purposes.

Gender

Year of birth

Race/Ethnicity

If you selected "Two or more, or other", please describe.

Question applies to Planning Commission


As an appointed member of a Washington County board or commission, I am aware that Iam considered a public official and subject to Oregon Ethics law limitations on acceptanceof gifts, food/drink, travel, and entertainment worth more than $50 per calendar year fromany source with an administrative or policy interest in your board or commission. If I amappointed to the Planning Commission, I will also be required to complete an annual formwith the Oregon Ethics Commission during the term of service. Please refer to the OregonEthics Commission website for more information about ethics requirements for publicofficials: http://cms.oregon.gov/ogec/pages/index.aspx.

I Agree

Acknowledgment

Jean Lu Page 3 of 4



I Agree

Jean Lu Page 4 of 4





Email Address




Application Form

Profile



Yes No


District 4









Steve Labak

Hillsboro OR 97123

Steve Labak Page 1 of 3

Upload a Resume


Other




Yes No


Yes No







References


Michael Spence




Tom Gabel




Acknowledgment



I Agree






Email Address




Application Form

Profile



Yes No


District 4


Flexible Schedule


Board of Property Tax Appeals: 2017, 2018




Patrick Maguire

Hillsboro OR 97123

Home:

Patrick Maguire Page 1 of 3

Upload a Resume



Current Board Member


I have enjoyed serving county residents as a member of this board for two years, and appreciate theopportunity to continue serving. Working with the other experienced board members, I've been glad toexplain the property tax system to concerned residents appearing before the board, and make them feelthat their government is actively working for them to resolve any concerns.


Yes No


Yes No


My undergraduate degree is in business administration, and I have a general understanding of real estatetax principles. I am an involved citizen in our local and regional government. I have served or am servingas a member of local government budget and advisory committees.


I have appreciated attending an annual training program for board members conducted each year by theState Department of Revenue. Each year of service allows me to become even more deeply acquaintedwith this specialized area of service.


None

References


Ms. Sheryl Sissom - Professional reference -(503)739-1033




Ms. Julie Gabbert - personal reference - (503)429-2230




Acknowledgment



I Agree


Submit Date: Aug 14, 2019







Application Form

Profile


Yes No


District 2


Generally any day or time


Civil Service Commission Board of Property Tax Appeals



Board of Property Tax Appeals: Submitted Washington County and SDL No.1 Budget Committee: Submitted Civil Service Commission: Submitted Housing Authority Board of Directors: Submitted

John Junkin

Portland OR 97225

Home:

Retired Retired Attorney

John Junkin Page 1 of 3


Budget


Current Board Member


long-time resident; appreicate county govt.; to work with govt and assist it


Yes No


Yes No






None

References


Alan Rappleyea




Bob Davis




Acknowledgment



I Agree


Submit Date: Oct 21, 2018







Application Form

Profile


Yes No


District 2



My schedule is flexible during regular business hours.


None yet.



Aging and Veteran Services Advisory Council: Submitted Audit Committee: Submitted Board of Property Tax Appeals: Submitted Homeless Plan Advisory Committee (HPAC): Submitted

Nikki Erickson

Portland OR 97229

Self employed AttorneyEstate planning, probate, andtrust attorney

Nikki Erickson Page 1 of 3


If you selected multiple Boards, which is your preferredchoice?

Upload a Resume



Question applies to Aging and Veteran Services Advisory Council

An additional short Supplementary Application is needed for this Board. Someone will contactyou about this soon. If you have any questions, please call (503) 846-3081.


Social Media


In my experience helping the elderly and some veterans with estate planning, guardianship, andconservatorship issues, I have seen that our elders face significant challenges. If I can help alongsidemembers of my community, it would give me an opportunity to give back.


Yes No


Yes No


I've lived in the Bethany neighborhood for almost ten years as a mother, friend, neighbor, and lawyer.


I understand that many of our elders face challenges getting affordable care, finding transportation, andfrom elder abuse and fraud.


None that I'm currently aware of.

References

Aging and Veteran ServicesAdvisory Council

Melissa May




Acknowledgment



I Agree

Penka Tantilova


2 0 0 7 - 2 0 1 0

Estate Planning and Administration

Tax Analysis

Estate Planning

Estate Planning

Estate Administration

Estate Administration

Estate Planning

Will Contests nning

Charitable Entity Formation

Entity Formation and Tax Research

Protected Proceedings and Elder law

N ICOLE B. ERICKSON

EXPERIENCE

WYSE KADISH LLP │ P O R T L A N D , O R

Trusts & Estates Attorney

Drafted custom wills, trusts, beneficiary designations, deeds, and ancillary documents for families

and business owners with combined estates worth $2.0-20 million. Administered complex trusts

and estates, from obtaining EINs to preparing 706s. Analyzed operating agreements, prenuptial

agreements, dissolution judgments, promissory notes, deeds of trust, and real estate documents.

Prepared civil complaint for estate controversy involving real estate, land use, and zoning laws.

Represented clients domiciled in Texas, California, and Washington with regard to Oregon estate

tax exposure. Analyzed provisions of Tax Cuts and Jobs Act related to pass through entities.

Researched 754 election for post-mortem planning opportunities.

Prepared petitions and related motions for temporary and indefinite guardianships and

conservatorships. Drafted third-party special needs trusts. Researched Medicare creditor claims.

NICOLE B. ERICKSON, ATTORNEY AT LAW, LLC │ P O R T L A N D , O R

Trusts & Estates Attorney │ A U S T I N , T X

Performed estate planning services for private clients with taxable estates. Prepared private letter

ruling and conducted other tax research, estate planning, and probate administration services for

Cotton, Bledsoe, Tighe & Dawson, PC.

SAUNDERS, NORVAL, NICHOLS & ATKINS, LLP │ A U S T I N , T X


Prepared wills, trusts, and ancillary documents for estates worth $2.0-200 million. Extensively

researched estate and income tax issues.

Independently prepared and filed 706s for estates owing tax. Assisted with independent estate

administrations for taxable estates. Prepared and filed probate inventories. Conducted contested

heirship proceedings.

Formed private foundations. Prepared supporting documentation for nonprofit entities including

admission of directors and trustees. Researched changes to law governing nonprofit entities under

Texas Business Organizations Code.

COTTON, BLEDSOE, TIGHE & DAWSON, PC │ M I D L A N D , T X


Tax planned for estates worth $1.5-500 million. Created multi-generational estate plans involving

tailored trusts, private foundations, and charitable gifts.

Independently marshalled estate administration from engagement letter to closing. Successfully handled temporary, dependent, and independent administrations.

Assisted in mediation of will contest involving $71 million estate. Crafted extensive and exacting tax provisions for settlement agreement resulting in substantial settlement award. Served as

outside counsel for attorneys involved in settlement negotiations. Experience negotiating and drafting multiple settlement agreements for large taxable estates as well as nontaxable estates.

Drafted FLPs, LLCs, CRATs, CRUTs, CLATs, CLUTs, and grantor trusts. Drafted contracts for

sale of partnership interests, annual minutes, promissory notes, security interests, and limited

partner admission documents. Researched installment sales to grantor trusts, non-prorata distributions, and Graegin Loans.

F E B . 2 0 1 7 - C U R R E N T

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NICOLE B. ERICKSON – PAGE 2

EDUCATION

PUBLIC SPEAKING

PUBLICATIONS

COMMUNITY ACTIVITIES

PROFESSIONAL ACTIVITIES

A P R I L 2 0 1 7

NEW YORK UNIVERSITY SCHOOL OF LAW │ N E W Y O R K , N Y

LL.M. (Master of Law) in Taxation

TAX COURSES: Partnership Tax (I &II), Foreign Tax (I), Corporate Tax, Multi-state Tax (I &II),

Tax Procedure, Timing Issues and Income Tax, Property Transactions, Tax Policy

UNIVERSITY OF TEXAS SCHOOL OF LAW │ A U S T I N , T X

J.D.

TAX COURSES: Advanced Estate Planning, Federal Income Tax, Tax Research

ACTIVITIES: Mock Trial Intramural Semifinalist, American Journal of Criminal Law

UNIVERSITY OF TEXAS │ A U S T I N , T X

B.A. in Government , WITH HONORS . Minor in Spanish

UNIVERSIDAD DE ALICANTE │ A L I C A N T E , S P A I N

Study Abroad

OSB BASIC ESTATE PLANNING AND ADMINISTRATION SEMINAR

Non-Taxable Trust Administration

Presented CLE covering Oregon’s optional creditor claims process for trusts, preliminary trust matters such as obtaining EIN and 645 election, notice and trustee reporting requirements, and

practice tips for administering retirement benefits and distributing to minors.

MIDLAND COLLEGE ANNUAL ESTATE PLANNING SEMINAR

Annual Family Limited Partnership Update

Led discussion of current cases addressing retained interests and control over property contributed to family limited partnerships.

Crossing the River to Avoid Oregon Taxation of Trust Income

Oregon State Bar Estate Planning Newsletter

Survey of federal taxation of trust income and analysis of when a trust or estate is subject to Oregon income taxation.

The Rule Against Perpetuities │ H O U S T O N , T X

18 t h Annual Real Estate Drafting Course Summary of Texas Rule Against Perpetuities and current bills to repeal it.

Estate Tax Apportionment and Estate Tax Liability

BNA Tax Management Journal: Estates, Gifts, and Trusts

Overview of risk and consequences for conflicting estate tax apportionment clauses in client estate

planning documents.

Member, Oregon State Bar, Estate Planning and Administration Section

Member, Oregon State Bar, Taxation Section

Volunteer – Wills For Heroes Project by Oregon Fallen Badge Foundation

Volunteer – Art Literacy Program at Beaverton Public Schools

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Darlene J Dick Page 1 of 4 - Washington County, Oregon · • Maintain Financial Reporting...

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