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Steffany S. Jastak

CPA, Shareholder

Experience

Steffany Jastak is a Shareholder and Attorney on the Estate Planning and Trust Administration and Tax teams at Buckley Law. In addition to being an attorney, Steffany holds an Oregon CPA license.  As a trust and estate lawyer and CPA, Steffany is able to uniquely serve clients on a wide array of issues related to administering and resolving challenges to estate plans.

Steffany’s experience in estate planning/estate administration, and business succession planning, qualify her to assist individuals, businesses, and families with both their legal, business, and tax needs. Her focus on Trust and Estate services has given her the opportunity to participate in all of the various sides of the process, and it has allowed Steffany to help countless clients and families in the often-uncharted territory of wealth planning and succession. She provides prompt and clear communication to all clients and has a solid understanding of trust investments including securities, real estate, and closely held businesses.

The requirements for CPA licensure in Oregon ensure that Steffany maintains the highest standard of knowledge and ethics when operating as an accountant. CPAs may practice as a public accountant or may work in private industry, education, or government, and are often considered experts in tax preparation. Their overall educational requirements and training in business and knowledge in principles of general law and taxation provide CPAs with the skills to help individuals with both personal and business financial decisions.

Prior to joining Buckley Law, Steffany worked for 16 years at Pioneer Trust Bank and was Vice President and Chief Operations Officer for Trust Services when she left. Her earlier career experience involved work in both public accounting and legal firms.

Steffany graduated from University of Oregon with a Bachelor of Science and graduated from Lewis & Clark Law School with a Juris Doctorate.  She also obtained a Post-Baccalaureate Certificate in Accounting from Portland State University in order to sit for the CPA exam.

In her free time, Steffany enjoys cooking, hiking, travel, and spending time with her family and 2 German Shepherds.

Areas of Focus

  • Estate Planning
  • Wills
  • Revocable & irrevocable Trusts
  • Estate and Gift Tax
  • Fiduciary Income Tax
  • Advance Health Care Directives
  • Probate and Trust Administration
  • Conservatorships
  • Guardianships
  • Deeds and Deeds of Trust
  • Powers of Attorney

Professional Achievement & Recognition

  • Member, Willamette Valley Estate Planning Council
  • Member, Trust and Estates division, Oregon State Bar
  • Certified Public Accountant, Oregon
  • Member, Oregon Banker’s Association

Practice Areas

Admitted to Practice

  • Oregon State
  • Internal Revenue Service / Oregon Department of Revenue

Education

  • Lewis & Clark Northwest School of School
    • Juris Doctor (J.D.)
  • Portland State University
    • Post-Baccalaureate Certificate in Accounting
  • University of Oregon
    • Bachelor of Science

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