Overview
Juliana Whelan is an attorney in the Private Client section of Stoel Rives’ Estate and Trust Administration group. She has over 25 years of experience in gift, estate, and tax planning; family business succession planning; pre-nuptial, post-nuptial, and cohabitation agreements; planning for charitable giving; preparation of federal and state estate tax returns and federal gift tax returns; and the administration of trusts and decedents’ estates.
While in law school, Juliana was an extern to the Honorable Eugene Lynch, Federal Circuit Court, San Francisco, California.
Education
University of California, Hastings College of the Law, J.D., 1996; Hastings International and Comparative Law Review
University of the Pacific, B.A., Inter-disciplinary Studies, 1986
Admissions
Washington
Oregon
California
Experience
- Before joining Stoel Rives in 2017, Juliana was a contract attorney at Oak Street Law Group, PLLC (2015–2017); a sole practitioner in estate and tax planning (2003–2017); and an associate at Perkins Coie (2001–2003); Gores & Blais (1999–2001); and Hagen, Dye, Hirschy & DiLorenzo (1997–1999).
Affiliations
Professional
- Real Property, Probate and Trust Section, Washington State Bar Association, Member
- Trusts & Estates Section, California Lawyers Association, California State Bar, Member
- Estate Planning & Administration Section, Oregon State Bar Association, Member