Karen E. Hobson Counsel to the Firm HobsonK@lanepowell.com 503.778.2158 Areas of Practice Karen Hobson focuses her practice on estate planning and administration, as well as tax planning and business transactions. She is experienced in the preparation of wills, trusts and other estate planning documents for high net worth individuals, and provides strategic tax and legal advice to help her clients reach their business goals. Karen regularly assists clients in the creation and development of estate plans through the assessment of assets and goals, and understands complex tax and entity planning including the use of grantor trusts and family limited liability companies. Karen also has experience advising on pre-formation planning, entity formation, corporate governance, mergers and acquisitions, contractual interpretation issues and business succession planning. Professional Experience Williams Kastner & Gibbs, PLLC, Associate (2011-2015) Bullivant Houser Bailey, PC, Associate (2008-2011) Admitted to Practice Oregon Washington U.S. Tax Court U.S. District Court, District of Oregon Academics New York University School of Law (LL.M., Taxation) University of Oregon School of Law (J.D.) Tax Law Certificate Pro Bono Certificate University of Wisconsin–Madison (B.A.) Behavioral Science and Law, Psychology and Criminal Justice Certificate Dean’s List in the College of Letters and Sciences Practice Group and Specialty Team Memberships Trusts and Estates Publications “Persistence Paid Off in Rewarding Tax Law Career,” University of Oregon School of Law, Interviewed (January 2014) “Avoid Estate Planning Miscues,” Portland Business Journal, Quoted (March 16, 2012) “Pro Bono Spotlight — Karen E. Hobson,” Multnomah Lawyer, Interviewed (December 2011) Speaking Engagements “Tips for Identifying Your Ideal Trustee (and What Can Happen If You Don’t)” and “Oregon vs. Washington — Differences in Planning and Administration,” Lane Powell Beneficiaries & Brews Seminar, Co-presenter (May 19, 2016) “An Estate of Mind: Planning and Defending Your Financial Legacy,” Co-presenter (March 20, 2014) “Thrive: Living the Life, Leaving the Legacy,” Co-presenter (April 26, 2012 and October 20, 2011) “Sustainability and the Law: State and Federal Tax Incentives for Green Energy Development,” Seattle University (May 2009) “Green Building: Advantages and Risks,” Construction Financial Management Association, Co-presenter (April 23, 2009) Professional and Community Activities Estate Planning Council of Portland (2016-Present) Board of Directors, University of Wisconsin Alumni Association, Portland Chapter (2011-Present) Board of Directors, Multicultural Kidney Education Program (2009-2010) Member, Oregon State Bar Estate Planning Section Tax Section Bar Exam Co-Grader (2011) Pro Bono Committee (2009-2010) 2