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 informs his approach to managing property assets, evaluating costs, and coordinating services on behalf of 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.
Mr. Mortenson leverages his asset management and law firm expertise, alongside his tenacity and troubleshooting abilities, to navigate complex family and situational dynamics. This makes him adept at handling both ordinary and intricate estate matters.
Credentials & Professional 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
