Jay Richardson is senior counsel at Buckley Law and practices in the business, tax, estate planning and real estate practice groups. Jay is admitted to the Oregon State Bar and the Washington State Bar. His practice emphasizes taxation, business formation and transactions, estate planning, and employee benefit plan consulting. Prior to joining Buckley Law, Jay was an ERISA consultant for Pricewaterhouse Coopers. Jay has advised small and medium-sized business owners for more than 20 years and they include service, technology, and manufacturing companies. Jay received his bachelor of science from Brigham Young University and his Juris Doctorate from Willamette Law School. Jay is a Certified Public Accountant, Certified Management Accountant, and is certified in Financial Management by the Institute of Management Accountants. Jay is also a member of the American Institute of CPAs and holds a Certified Global Management Accountant designation from the AICPA. Due to his extensive accounting background, Jay is able to bring economic and financial perspectives to real world legal problems.
Jay has published numerous articles for the Oregon Society of Certified Public Accountants, the Oregon State Bar and the Oregon Legal Management Association, among others. Jay also published a book, “Custody Evaluations: The Private War”, which he co-wrote with attorney Rose Hubbard. In an effort to educate new business owners, Jay speaks at the annual Small Business Fair, a day-long seminar sponsored by every major Oregon governmental agency and the IRS. Jay is also a member of the Small Business Fair’s steering committee.
Jay travels frequently to Mexico and enjoys spending time with his children at Mt. Hood.
Primary Areas of Practice
- Wills and Trusts, Including Revocable Living Trusts & Insurance Trusts
- Estate & Trust Administration
- Estate & Gift Tax Returns
- Complex Estate Tax Returns & Planning (Form 706)
- Individual, Estate and Business Entity Taxation
- Stockholder Agreements
- Business Contracts
- Family-owned Business Succession Planning
- Securities (Private Placements)
- Corporate Formation & Governance
- Buying and Selling Businesses
- Employee Benefit Consultation
- LLC Formation
- Transactions Involving IRC 1033 or 1031
- Qualified Domestic Relation Orders (QDRO’s)