Jessica Baggenstos
Partner
Jessica Baggenstos is a partner at Black Helterline LLP with 20 years of experience in estate planning and administration. Jessica’s practice focuses on sophisticated estate planning, estate administration, and taxation matters. She advises individuals on comprehensive wealth transfer strategies, trust and estate administration, and federal and state transfer tax planning. Jessica enjoys getting to know her clients and assisting them with developing an estate plan that reflects their priorities. These may include considerations related to planning for minor children, business succession, or charitable giving. In trust and probate estate administration matters, Jessica assists clients in navigating complex tax and fiduciary laws with confidence.
- Designs and implements comprehensive, custom estate plans using wills, revocable trusts, and advanced wealth transfer techniques.
- Advises clients on strategic lifetime gifting and planning tools such as insurance trusts, split‑interest charitable trusts, and grantor retained annuity trusts.
- Assists executors, trustees, and beneficiaries with probate matters, trust administration, and estate tax return preparation.
- Provides guidance to fiduciaries and beneficiaries in trust and estate administrations.
- Fellow, American College of Trust and Estate Counsel (ACTEC)
- Acquisitions Editor, American Bar Association Real Property, Trust and Estate Law Journal
- Executive Committee, Oregon State Bar Estate Planning and Administration Section
- Member, Oregon State Bar
- Member, Portland Estate Planning Council
Jessica enjoys speaking on topics related to estate planning, charitable planning, and estate tax‑related topics for professional and community audiences. As an Acquisitions Editor for the Real Property, Trusts and Estates Law Journal for over ten years, Jessica reads new articles on a range of topics and considers what will be useful to publish for practitioners at the national level.