Samantha helps individual clients with estate planning, probate and trust administration. She also advises nonprofit organizations and private foundations on general governance and tax compliance matters.

Samantha is service-oriented and enjoys the opportunity to work with clients in a collaborative manner. In her role as an estate planning attorney, she realizes that not every family or estate is the same, and she creates estate plans that are uniquely tailored to meet the client’s individualized needs by using different estate planning vehicles, strategic tax planning, charitable gifts or business succession planning. She has experience with high net worth estates and drafting appropriate estate tax returns. Samantha also works with nonprofit organizations and private foundations. She assists in the start-up of the organization, submits applications for tax-exempt status, counsels organizations on tax compliance issues, and drafts a variety of governance documents, policies, and contracts.

Bar Admissions

• Oregon State Courts
• Washington State Courts

Education

• University of Utah, Bachelor of Fine Arts degree, Fine Arts (2009)
• Lewis & Clark Law School, Juris Doctor degree, cum laude (2016)

• Created and developed comprehensive estate plans including wills, trusts, durable powers of attorney, healthcare authorization forms, and disposition of remains documents for families and individuals.
• Assisted clients in transferring business interests and real estate properties into trusts.
• Provided strategic advice to minimize clients’ estate tax liabilities.
• Counseled personal representatives and trustees through probate and trust administration process.
• Advised nonprofits and private foundations on formation, general governance, obtaining tax exempt status, tax compliance issues, and dissolution.

• Extension of Charitable Giving Benefits under the CARES Act for 2021

  By Samantha MacBeth |June 2021

• Issues to Consider for Estate Planning and Business Transitions Before Year-End
• ESTATE PLANNING: Did you know Spousal Access Trusts (SLATS) can be part of your tax strategy?
• Estate Planning and Business Transition Issues Not to Overlook Before Year-End
• Extension of Charitable Giving Benefits under the CARES Act for 2021
• Tips for Planning Charitable Giving
• Estate Planning and Business Transition Issues Not to Overlook Before the Year-End (Updated 12/11/20)
• The CARES Act and Charitable Giving
• Four Critical Steps to Estate Planning During Uncertain Times
• The SECURE Act: How It Will Affect Your Retirement Accounts and Your Estate Plan
• The SECURE Act: How It Will Affect Your Clients
• 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

• Spousal Lifetime Access Trusts
• Dealing with Cryptocurrency, NFTs, and Other Digital Assets
• NAIFA State Conference