Merritt S. Yoelin, P.C.

Senior Partner

MSY@SamuelsLaw.com
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Admitted to Oregon State Bar (1966)
Admitted to California State Bar (1966)
Certified Public Accountant (Colorado, 1962)

Areas of Practice:

Education:

  • University of California at Berkeley (L.L.B., 1965)
  • University of Denver (B.S., B.A., 1962)

Emphasizing:

  • Formation and Operation of LLCs, LLPs, & Corporations
  • Mergers & Acquisitions
  • Succession Planning
  • Estate Planning
  • Tax Planning
  • Civil Tax Litigation

Professional Affiliations:

  • American Bar Association (Member, Taxation Committee)
  • Multnomah County Bar Association (Member)
  • Oregon State Bar Association (former Chairman, Estate Planning & Administration; Member, Taxation Committee)
  • Chief Counsel’s Office, Internal Revenue Service
  • (1966-–70)
  • Estate Planning Council of Portland (former President)
  • American College of Trust & Estate Counsel (Fellow)

Community & Charity Involvement:

  • American Jewish Committee (former Chairman)
  • Congregation Neveh Shalom (former President)
  • Jewish Family and Child Service (former President)
  • Multnomah Athletic Club
  • Pacific Northwest Region of United Synagogue of Conservative Judaism (former President)
  • United Synagogue of Conservative Judaism (former Vice-President)
  • Kiwanis Club of Portland (President)
  • Kiwanis Club of Portland Foundation (former President)
  • Jewish Federation of Portland (Treasurer)
  • Oregon Jewish Community Foundation (Board Member)
  • Portland Art Museum, Contemporary Arts Council (former Treasurer)

Awards & Honors:

  • Maurice D. Sussman Memorial Award from
  • American Jewish Committee (Recipient, 1998)
  • Young Leadership Award, Jewish Federation of Portland

About Merritt

Merritt S. Yoelin has advised clients for over 30 years about how to grow their businesses from the beginning to the end, with a heavy emphasis on reducing the tax burden at all stages. Emphasizing a trusting and flexible relationship with clients, Merritt is a strong protector of his clients’ interests.

Merritt brings four years’ experience in the Chief Counsel’s Office for the IRS to his extensive background in taxation issues. He has served as Chairman of the Estate Planning and Administration Section of the Oregon State Bar, and is presently licensed to practice law in Oregon and California. In addition to writing articles on the taxation of damages, valuation of business enterprises, and general partnerships, Merritt lectures at numerous seminars for the Oregon State Bar and the Oregon Society for Certified Public Accountants.

Community involvement is very important to Merritt, whose work as Board President of the Estate Planning Council of Portland helped it become the leading estate planning organization in the Pacific Northwest. He is presently the Treasurer of the Jewish Federation of Portland, where he oversees the Finance Committee. As the President of Congregation Neveh Shalom, he helped lead a thousand-member congregation through troubled times. He is also a member of a Muslim-Jewish coalition that advocates religious pluralism.

Merritt has been an active member of the Kiwanis Club of Portland and is its President. He is also a past President of its Foundation.

In addition, Merritt serves on the Contemporary Art Council at the Portland Art Museum, and collects ceramics and glass.