Business Details
Your Trusted Estate Planning & Business Law Partner in Lake Oswego
Caleb W Fung provides personalized legal services focused on estate planning and business law. With extensive experience in the legal field, our practice is dedicated to helping clients protect their assets and plan for the future. Caleb Fung graduated from Willamette University College of Law and holds a paralegal certification from Sumner College, combining academic excellence with practical expertise. We specialize in tailoring estate plans to minimize taxes and avoid probate while offering comprehensive guidance for small business startups. Our services include drafting wills, trusts, power of attorney documents, and advanced healthcare directives.For business clients, we assist with entity formation, contract drafting, and strategic planning. Located in Lake Oswego, Oregon, we serve the Portland metropolitan area and surrounding communities. Flexible meeting options ensure accessibility for all clients, including virtual consultations and off-site appointments. Our commitment to personalized service reflects the unique needs of each client, emphasizing clarity, protection, and long-term planning. We pride ourselves on transparent communication and a deep understanding of the emotional and financial significance of estate and business matters.
Services
Estate Planning
Business Entity Formation
Wills
Trusts
Power of Attorney
Healthcare Planning
Estate Tax Planning
Contracts and Leases
Buy/Sell Agreements
Highlights and features
- We offer personalized estate planning tailored to your unique needs.
- Our attorney has extensive experience in estate and business law.
- We provide flexible meeting options, including virtual consultations.
- We specialize in minimizing taxes and avoiding probate processes.
- We assist with business entity formation and contract drafting.
Services
Estate Planning
Estate planning ensures your assets are distributed according to your wishes while minimizing tax burdens. Our services include drafting wills, trusts, and advanced directives to provide clarity for your family. We tailor solutions to avoid probate and protect your legacy through personalized strategies.
Business Entity Formation
Choosing the right business structure protects your assets and defines your operational framework. We assist with forming corporations, LLCs, and partnerships, ensuring compliance with legal requirements. Our guidance covers documentation, liability protection, and long-term strategic planning for new businesses.
Trusts
Trusts offer controlled asset distribution and probate avoidance. We design revocable and irrevocable trusts tailored to your financial goals. Our approach ensures seamless transitions while addressing tax efficiency and beneficiary needs for complex estates.
Power of Attorney
Power of attorney documents designate trusted individuals to manage your affairs if incapacitated. We draft customized directives covering financial and healthcare decisions. Our focus ensures your preferences are honored through legally binding frameworks.
Contracts and Leases
Contracts and leases establish clear terms for business relationships and property use. We draft and review agreements to protect your interests. Our services ensure enforceability while addressing potential risks and compliance requirements for landlords and businesses.
People
Caleb W. Fung
Attorney
Caleb W. Fung specializes in estate planning and business law, combining legal expertise with personalized service. He graduated from Willamette University College of Law and holds a paralegal certification from Sumner College. With extensive experience in the Pacific Northwest, he focuses on protecting client assets and guiding business startups.
Questions
What estate planning documents do I need?
Essential documents include wills, trusts, power of attorney, and healthcare directives. We tailor these to your specific needs during a consultation.
How can a trust help avoid probate?
Trusts allow direct asset transfer to beneficiaries without court involvement, saving time and reducing legal costs compared to probate proceedings.
What business entity should I choose?
Options include LLCs, corporations, and partnerships. We analyze liability protection, tax implications, and growth goals to recommend the best structure.
Do I need a lawyer for small business contracts?
Yes, legally binding contracts prevent disputes. We draft and review agreements to ensure clarity and compliance with state regulations.
Can I update my estate plan later?
Yes, we recommend reviewing plans every 3-5 years or after major life events to ensure they reflect current wishes and circumstances.
What areas do you serve?
We serve Lake Oswego, Portland, Hillsboro, Beaverton, Tualatin, Tigard, Clackamas, and surrounding Oregon communities.
