Robert Le Chevallier

Shareholder

t 503-620-8900
f 503-620-4878

 

 

Experience
Rob Le Chevallier practices business law, business formation, estate planning, trust administration, real estate law, and corporate financing. 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 Le Chevallier enjoys spending time with his wife, Denise, their five children and four 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
  • 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

  • Oregon Super Lawyers Honoree (2018)
  • AV Preeminent® Peer Review Rated by Martindale-Hubbell®
  • Five Star Wealth Manager, 2012, 2014

Professional & Community Activities

  • Past-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, Estate Planning, and International Sections

Publications & Presentations

  • Presenter, What Does the New Tax Legislation Mean for Your Business?, May 2018
  • Moderator, Navigating a Successful Business Succession: A 3-Part Educational Series, Fall 2017
  • Presenter, How to Prepare for the Last Stage in Your Life, UBS/Buckley Law Workshops, March 2017
  • Presenter, Kids and Money, UBS/Buckley Law Workshops, Feb. 2017
  • Presenter, The Six Deadly Sins of Business Succession, September 2015
  • Family Business Succession, Business Before Breakfast, September 2014
  • Presenter, I’m a Trustee, Now What?, Buckley Law Lunch on Your Lawyer, January 2014
  • Presenter, Ins & Outs of Buy-Sell Agreements, Buckley Law Lunch on Your Lawyer, September 2013
  • Presenter, Gifting Opportunities for 2012, Buckley Law Lunch on Your Lawyer, November 2012
  • Presenter, Donor Advised Funds versus Private Foundations, Buckley Law Lunch on Your Lawyer, June 2012
  • Presenter, Ten Tips in Forming Limited Liability Companies, Buckley Law Lunch on Your Lawyer, August 2011 and September 2011
  • Presenter, Estate Tax Update, Buckley Law Lunch on Your Lawyer, February 2011
  • Presenter, How To Do Well and Do Good! Advantages of Donor Advised Funds, Buckley Law Lunch on Your Lawyer, May 2010

Articles & Publications

  • Author, Should You Update Your Estate Plan?, Buckley Law, April 2018
  • Author, State Estate Taxes Matter!, Buckley Law, February 2016
  • Author, Preparing An Oregon Advance Directive, Buckley Law, September 2015
  • Author, 10 Estate Planning Ideas for 2015, Buckley Law, June 2015
  • Author, Estate Planning for Larger Estates, Buckley Law, March 2014
  • Author, Ten Tips on Selling your Business, Buckley Law, February 2012
  • Author, Oregon Replaces the Inheritance Tax with an Estate Tax, Buckley Law, February 2012
  • Author, Ten Tips in Forming Limited Liability Companies, Buckley Law, June 2011
  • Author, 5 Steps to Keep your Business Tuned Up Each Year and 5 More!, Buckley Law, May 2009
  • Author, Requirements of Oregon’s New Identity Theft Law for Oregon Businesses, Buckley Law, June 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 2007
  • Author, General Explanation of Advanced Directive, Buckley Law, July 2007
  • Author, Do You Need Protection from Your Real Estate Investments?, Buckley Law, June 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)
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