Tasha Lyn Cosimo is an Attorney in the firm’s Business Transactions Practice Group, and focuses on estate planning and estate administration, including trust administration and probate, in both Oregon and Washington.
She has been practicing law in Oregon since 2011, and in Washington since 2015, and has been practicing estate planning and administration exclusively since 2020. She has significant experience with the preparation of wills and trusts, formation of business entities, trust administration, and probate administration, including wrongful death probates. She also has experience with minor settlements and preparation of estate tax returns.
Tasha understands that estate planning can be daunting, and estate administration even more so. However, both are essential and best navigated with the support of a skilled, qualified team. Tasha’s goal is to empower clients, ensuring the process is handled with compassion, organization, efficiency, and full legal compliance.
Representative Cases
- Wills – assisted individuals, couples, and families with the preparation, and execution, of wills in Oregon and Washington.
- Trusts – assisted individuals, couples, and families with the preparation, execution, funding, and administration of trusts in Oregon and Washington, including, but not limited to, revocable trusts, irrevocable trusts, special needs trusts, disclaimer/bypass trusts, irrevocable life insurance trusts, charitable remainder trusts, testamentary trusts, and more.
- Advanced Tax Planning – assisted individuals, couples, and families with advanced tax planning for taxable estates in Oregon and Washington.
- Trust Administration Related to Death – assisted individuals and families with trust administration related to the death of a loved one in Oregon and Washington.
- Ongoing Trust Administration – assisted individuals, couples, and families with ongoing trust administration for revocable and irrevocable trusts, including trust funding in Oregon and Washington.
- Probate – assisted individuals and families with probate administration in Oregon and Washington.
- Simple/Small Estate Affidavits - assisted individuals and families with the Oregon Simple Estate Affidavit process and Washington Small Estate Affidavit process.
- Wrongful Death Only Probate – assisted individuals and families with Oregon wrongful death only probate administration in order to obtain approval of wrongful death settlements.
- No Asset Probate – assisted individuals, insurance carriers, and creditors with Oregon no asset probate administrations.
- Minor Settlements – assisted parents and families with the minor settlement court approval processes in Oregon and Washington.
- Business Formation – assisted individuals, couples, and families with business formation, transfer of assets, and business wrap up, including limited liability companies, in Oregon and Washington.
- Real Estate – assisted individuals, couples, and families with real estate transfers related to estate and business planning in Oregon and Washington.
- Estate Tax Preparation – prepared Oregon, Washington, and Federal estate tax returns.
Publications & Presentations
- Presenter, Estate Checklist: Responsibilities as a Personal Representative or Trustee (2021, 2022, 2023, 2024)
- Presenter, SECURE Act 2.0: Why Should You Care? (2023)
- Presenter, Coffee Chat with My Lawyer (2021, 2023)
- Presenter, Goodbye 2021, Hello 2022 (2022)
- Presenter, A Personal Representative and Trustee’s Guide to Probate and Trust Administration (2021)
- Presenter, Roles & Relationships: The Estate Executor, Power of Attorney, Agent, and Health Care Representative (2021)
- Presenter, Disclaimer Trusts: The What, Why & How (2021)
- Presenter, Oregon Estate Tax & How to Minimize It (2021)
- Presenter, Estate Planning to Avoid Probate (2021)
- Presenter, The When, Where, Why and How of Settlements Involving Minors, Estates, and Liens (2019)
Tasha believes that education is essential to feeling confident and empowered in managing your estate plan and/or performing your fiduciary role. She offers presentations to organizations and groups on a pro bono basis. If you're interested in attending or hosting a presentation, please contact Tasha directly.