A respected tax attorney and University of Oregon adjunct instructor of law in taxation, Jonathan Mishkin capably represents clients in tax controversy. Structuring affairs to minimize Oregon and IRS tax exposure, he is intricately familiar with spousal exemptions, annual gifting and trust use, intentionally defective grantor trusts (IDGT), grantor retained annuity trusts (GRAT), qualified personal residence trusts (QPRT) and self-canceling installment notes (SCIN).
As the IRS and Oregon Department of Revenue commonly scrutinize these estate planning instruments, Mr. Mishkin can anticipate their challenge and prepare you for an effective IRS tax audit defense.
Further, when designing estate plans, Mr. Mishkin focuses on reducing the risk of audit through his experience in defending other attorneys’ estate plans.
