Caitlin M. Wong
- Phone: 503.226.2966
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Caitlin M. Wong focuses her practice on taxation, estate planning, trust and estate administration, business formation and transactions, tax controversy, business succession planning and wealth preservation, and trust and estate (fiduciary) litigation. She assists individuals and businesses in formulating tax-sensitive strategies to navigate the complexities of life. As part of her general business practice, she provides outside corporate counsel services to privately and family owned businesses, assisting them with purchasing, developing, protecting, selling, and otherwise growing or transitioning their business and related real estate. Caitlin’s diverse practice areas are the foundation of her ability to identify and address possible issues and offer creative and practical solutions.
Caitlin represents corporate, business, and individual clients on a wide range of business and commercial disputes, including disputes concerning real estate, contracts, and collection. She also regularly advises clients attempting to avoid or resolve disputes that arise within families after the decline in capacity or death of a family member and, for disputes that cannot be avoided, she represents clients in probate and trust disputes, including contested probate claims, proceedings against trustees and personal representatives, and modification, dissolution, or reformation of trust agreements. Caitlin also assists both individuals and businesses in resolving disputes with the Internal Revenue Service and Oregon Department of Revenue at audit, on appeal, and in tax court.
Caitlin is a co-author of the “Principal and Income” chapter of Administering Trusts in Oregon (2018 ed.), and has authored articles and presented in the areas of tax, estate planning and administration, and business law. Caitlin is admitted to practice in Oregon, Washington, and the U.S. Tax Court. She is the past chair of the New Tax Lawyers Committee and serves on the Executive Committees for the Taxation Section and Solo Small Firm Section and on the board of the Portland Tax Forum. Caitlin holds an LL.M. in Taxation from the University of Denver College of Law and is a lifelong resident of the Pacific Northwest.