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John E. McCormick - Sussman Shank LLP - Attorneys

John E. McCormick, C.P.A. *
Partner, Chair: Estate and Wealth Preservation Planning

1000 SW Broadway
Suite 1400
Portland, Oregon 97205
(503) 227-1111 Main
(503) 243-1661 x 247 Direct

E-mail:
jmccormick@sussmanshank.com
Assistant: Melissa D. Jaffee: (503) 243-1661 x 228

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Practice Areas
Business
Estate and Wealth Preservation Planning
Tax

Professional Experience
Mr. McCormick received his law degree and a Masters in Business Administration from Willamette University in 1980. After graduation, John worked with Touche, Ross & Company, Certified Public Accountants, and obtained his Certified Public Accountant Certificate in 1982. He joined Sussman Shank LLP in June 1991. John has served on the firm's Management Committee and is the past chair of  the firm's Business practice group. John also serves as outside corporate counsel for a variety of closely-held corporations. His professional practice focuses on the following areas:

  • Corporate and Business Law
  • Business Succession Planning
  • Estate Planning and Wealth Preservation Planning
  • Business Acquisitions and Sales
  • Taxation and Tax Appeals
  • Exempt Organization

Professional Organizations
American Bar Association
      Business Law Section
      Tax Law Section
Multnomah Bar Association
National Academy of Elder Law Attorneys
Oregon State Bar
      Estate Planning Section
      Taxation Section
      Business and Corporate Law Section
Washington State Bar Association
American Institute of Certified Public Accountants
Oregon Certified Public Accountants Roundtable
Oregon Society of Certified Public Accountants
      Estate Planning Committee (Past Chairman)
      Federal Taxation Committee

Education
B.S., University of Oregon
J.D., Willamette University
M.B.A., Willamette University

Civic Organizations
Association for Corporate Growth
Toastmasters International
Boy Scouts of America

Publications
Oregon Business Magazine
Commercial Law Update
Business Law Update
OSCPA Newsletter
Daily Journal of Commerce

Various legal and accounting publications

Personal Interests
John is married to Nancy McCormick, who is an interior designer. John and Nancy have three sons. John's recreational interests lie in cross country skiing and snowshoeing, hiking, camping, canoeing, biking, fishing and golf.

Special Notes
* Inactive

Articles

Past Speaking Engagements
Basic Estate, Gift Tax and Estate Planning
Business Succession Planning
Planning with Life Insurance Trusts and Other Type of Irrevocable Trusts
Wealth Preservation Planning



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