Scott Mortenson J.D.
About
Scott Mortenson J.D.
Scott Mortenson earned his law degree in 1997 from Lewis and Clark Law School in Portland, OR, following his completion of a BA degree in Political Science from the University of Washington. He holds licenses as a Professional Fiduciary and National Certified Guardian.
As a private, professional fiduciary, Mr. Mortenson has cultivated strong relationships with an exceptional network of investment advisors, estate planning attorneys, and CPAs.
His extensive experience in residential and commercial real estate investment complements his services, enabling him to offer comprehensive assistance and negotiate optimal fees for his clients.
With over 20 years of law firm experience, Mr. Mortenson is adept at collaborating effectively with clients' attorneys and seamlessly integrating with their families' trusted advisors, including financial advisors, estate planning attorneys, tax advisors, insurance partners, and other family consultants.
This collaborative approach ensures a best-in-class delivery model.
In his role as a professional fiduciary, Mr. Mortenson leverages not only his asset management and legal background, but also his tenacity and problem-solving abilities.
He excels at understanding the big picture and navigating complex family and situational dynamics. As a result, he is well-equipped to handle both routine and intricate estate matters.
Furthermore, he finds fulfillment in serving as Probate Administrator and Trustee for various types of trusts.
Association Memberships
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California Professional Fiduciaries Bureau License (CLPF) #1380
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Member of the Professional Fiduciary Association of California (PFAC)
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Member of the National Guardianship Association (NGA)
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Member of the Central Oregon Estate Planning Council
