Robert Le Chevallier

Shareholder

rlc@buckley-law.com
t 503-620-8900
f 503-620-4878

 

Experience
Rob Le Chevallier practices business law, business formation, estate planning, trust administration, real estate law, corporate financing, and securities law. Rob serves as corporate counsel for a variety of manufacturing and service companies.  He has been described by the Oregonian as “the legal profession’s equivalent of a midwife” to hundreds of businesses in the Portland area.  Rob particularly focuses on the estate planning needs of business owners, who are often so preoccupied with their business that they neglect their own succession issues.  Rob prepares estate plans for business owners and other high net-worth individuals and their families with an emphasis on succession planning.

In his free time Rob enjoys spending time with his wife, Denise, their five children and three grandchildren.

Primary Areas of Practice
Business Planning

  • Organization of corporations, partnerships, limited liability companies, and professional corporations
  • General counsel, including contracts, leases, buy-sell agreements, and employee issues
  • Private securities, shareholder transactions, and loan transactions
  • Buying and selling businesses, business dissolutions
  • Real estate acquisition and sale agreements
  • Non-profit and tax exempt entities

Estate Planning

  • Estate and business planning, including family businesses, business succession, wills, trusts, living trusts, life insurance trusts, tax planning and trust administration, and probate.

Professional Achievement & Recognition
AV Preeminent® Peer Review Rated by Martindale-Hubbell
Five Star Wealth Manager, 2012, 2014

Professional & Community Activities
Board Member, President, Lake Oswego Rotary Club; District 5100 4-Way Test Chair
Co-founder, Kruse Way Economic Forum
Past-President, Lake Oswego Chamber of Commerce
Past Board Member, Our Lady of the Lake Church
Oregon State Bar House of Delegates (2002-2012)
Member, Oregon State Bar Business Law, Securities, Estate Planning, and International Sections

Publications & Presentations
Family Business Succession, Business Before Breakfast, September 18, 2014
Presenter, I’m a Trustee, Now What?, Buckley Law Lunch on Your Lawyer, January 15 and 19, 2014
Presenter, Ins & Outs of Buy-Sell Agreements, Buckley Law Lunch on Your Lawyer, September 18 and 25, 2013
Presenter, Gifting Opportunities for 2012, Buckley Law Lunch on Your Lawyer, November 14 and 28, 2012
Presenter, Donor Advised Funds versus Private Foundations, Buckley Law Lunch on Your Lawyer, June 20, 2012
Presenter, Ten Tips in Forming Limited Liability Companies, Buckley Law Lunch on Your Lawyer, August 17 and 21, 2011 and September 21 and 28, 2011
Presenter, Estate Tax Update, Buckley Law Lunch on Your Lawyer, February 16, 2011
Presenter, How To Do Well and Do Good! Advantages of Donor Advised Funds, Buckley Law Lunch on Your Lawyer, May 19, 2010

Articles & Publications
Author, Estate Planning for Larger Estates, Buckley Law, March 12, 2014
Author, Ten Tips on Selling your Business, Buckley Law, February 28, 2012
Author, Oregon Replaces the Inheritance Tax with an Estate Tax, Buckley Law, February 27, 2012
Author, Ten Tips in Forming Limited Liability Companies, Buckley Law, June 22, 2011
Author, 5 Steps to Keep your Business Tuned Up Each Year and 5 More!, Buckley Law, May 4, 2009
Author, Requirements of Oregon’s New Identity Theft Law for Oregon Businesses, Buckley Law, June 19, 2008
Author, The Estate Taxation of Life Insurance and How Using Irrevocable Life Insurance Trusts Can Help Avoid Having to Pay These Taxes, Buckley Law, January 30, 2007
Author, General Explanation of Advanced Directive, Buckley Law, July 19, 2007
Author, Do You Need Protection from Your Real Estate Investments?, Buckley Law, June 30, 2006

Admitted to Practice
Oregon State Bar
Washington State Bar

Education
University of Oregon School of Law, Juris Doctorate degree (1978)
Willamette University, Bachelor of science degree in History and Political Science, cum laude (1975)