Juliana is a trusted advisor who works closely with multiple family generations in creating cohesive wealth and estate plans. She develops strong relationships and provides insight into achieving family objectives and tax savings goals.
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Biography
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Juliana Whelan is an attorney In OMW's Trust and Estate 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.
- J.D.,University of California, Hastings College of the Law, Hastings International and Comparative Law Review
- B.A., University of the Pacific, Inter-disciplinary studies
- Washington State Bar Association
- Oregon State Bar Association
- California Bar Association
- 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
