Caitlin M. Wong

Caitlin M. Wong focuses her practice on taxation, estate planning, trust and estate administration, business formation and transactions, tax controversy, business succession planning and wealth preservation, and trust and estate (fiduciary) litigation. Caitlin’s diverse practice areas are the foundation of her ability to identify and address possible issues and offer creative and practical solutions.

Caitlin M. Wong

Caitlin has an LL.M. in Taxation and is admitted to practice in Oregon, Washington, and the U.S. Tax Court. She is a co-author of the “Principal and Income” chapter of Administering Trusts in Oregon (2018 ed.) and has authored articles and presented in the areas of tax, estate planning and administration, and business law. Caitlin serves on the Executive Committees for the Taxation Section and Solo Small Firm Section and on the board of the Portland Tax Forum. She is a lifelong resident of the Pacific Northwest.

Professional Affiliations

  • Oregon State Bar Association
  • Tax Section
  • Estate Planning and Administration
  • Business Law
  • Washington State Bar Association
  • Multnomah County Bar Association
  • Oregon Women Lawyers
  • U.S. Tax Court
  • U.S. Bankruptcy Court
  • U.S. District Court of Oregon
  • U.S. District Court of Washington, Western District
  • Oregon Asian Pacific American Bar Association
  • American Bar Association

Education

  • University of Denver, LL.M. in Taxation
  • Lewis & Clark Law School, J.D., cum laude (2009)
  • Pacific Lutheran University, B.A., magna cum laude (2006)

Community Involvement

  • Secretary, OSB Taxation Section Executive Committee, 2020
  • Board Member, Portland Tax Forum, 2018-2020
  • Member at Large, OSB Solo Small Firm Section Executive Committee, 2018-2020
  • Treasurer, OSB Taxation Section Executive Committee, 2019
  • Member at Large, OSB Taxation Section Executive Committee,
    2017-2018
  • Past Chair, New Tax Lawyers Committee, 2014, 2015

Select Publications and Presentations

  • Opportunity Zones: Economic Opportunity or Danger Zone?, Advanced Estate Planning CLE (2019)
  • Cannabis in Estate Plans, Eugene Estate Planning Council CLE (2018)
  • Federal Tax Update, Business Law Section Annual CLE (2018)
  • Chapter Co-Author Principal and Income, ADMINISTERING TRUSTS IN OREGON (2018)
  • Successor Liability: I Have to Pay What?!, OSB Broadbrush Taxation CLE, 2017 and Eugene-Springfield Tax Association CLE (2018)
  • Copyright Termination Right: A Trap for the Unwary Estate Planner, Portland Tax Forum Short Presentation CLE (2017)
  • Intersection of Estate Planning and Intellectual Property, Intellectual Property Law Brown Bag CLE (2017)
  • Paying Taxes on Taxes: Washington Supreme Court Holds Estate Must Pay Estate Taxes on Gift Taxes Paid Within Three Years of Death, Article (February 23, 2017)
  • IRS Faces Stiff Opposition to Proposed Valuation Rules for Family-Owned Entities, Article (November 9, 2016)
  • Nuts and Bolts of Washington Estate Planning, Clark County Bar Association CLE (2016)

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