Law Offices of Jeff Salisbury

Here's What Jeff Has Done For His Clients:

Here's What Clients Are Saying About Jeff!

"Thanks for the excellent job in handling my case. Your expertise was superb!"

-- Margaret M.

"Thank you for the acknowledgment and good wishes. I couldn't have done it without your guidance and steadfast support to stay the course, for which I am truly grateful."

-- Ed E.

"I certainly have appreciated your quick response.... it is such a delicate time and you have been right there for me. Thank you."

-- Shannon A.

"Thank you so much. I really appreciate all your work. You are brilliant and you did a great job!"

-- Vickie S.

"We chose you because of your extensive background in estate planning and business law coupled with your attention to detail and concern for your clients. We now feel very comfortable that you have handled this aspect of our financial life with extreme professional skill and dignity."

-- Larry V.

"Thanks for all of the wonderful work you are doing."

-- Jim S.

"Great job! I sincerely thank you for all your hard work!!

-- Jesse S.

“Thank you Jeff for your support, representation, dedication and hard work to bring this to a satisfying end.”

-- Suanne J.

“Thank you so much for taking such great care of me and my case. You were patient, kind and offered excellent consultation. I sure appreciate it!”

–- Tera D.

"My wife and I enjoyed working with Jeff and Stacy in setting up our family trust. Jeff has a good fund of knowledge in this field and he tailored his advice to our needs and circumstances. It was a pleasure working with him. It gave us confidence to be on the right path at the start of our retirement and about doing the right thing for our children and other beneficiaries. Thank you Jeff and Stacy."

-- Hans T.

"Jeff, I cannot tell you how great it is to have you in our corner! I know that you are just doing your job, but you do it very well and that is highly appreciated!"

-- John K.

Investment Recovery Cases

1. Obtained a $1.3 million award – including full damages recovery, interest and punitive damages – in a six

day arbitration for a single woman advised to sell legacy Procter & Gamble stock to only reinvest in

risky unsuitable mutual funds on margin. Award upheld against motion to vacate in state trial court during

three hour oral argument.

2. Settled an incentive stock option case for a divorcee against a national wirehouse firm for $475,000 on the

eve of trial.

3. Won a $240,000 award for an elderly, ill couple whose national brokerage firm representatives recommended

a portfolio designed to enhance their own compensation at the expense of the elderly couple. Award

included full damages, interest and expert costs.

4. Settled a stock churning case for $450,000 on behalf of a professional golfer who trusted his “friend”

stockbroker to manage his portfolio while he traveled the golf circuit. The settlement constituted virtually

all of the brokerage firm’s available net capital.

5. Won a $265,000 award in a five day hearing for an inexperienced couple whose inheritance was invested

by brand new financial advisor in a variety of risky mutual funds and variable insurance products, including

full attorney fee award.

6. Settled for $300,000 a claim for a retired couple against their financial advisor and his firms for switching

them out of large, conservative variable annuity positions into a new variable annuity with large,

unnecessary commissions and surrender charges, invested in risky positions.

7. Settled a stock churning case on behalf of German immigrants against a major independent brokerage

firm for $900,000.

Investment Defense Cases

1. Won a complete defense award for a financial advisor accused of selling unsuitable real estate investment.

Award included assessment of all arbitrator fees against claimant and a recommendation of full

expungement of advisor’s public record.

2. Successfully defended an annuity claim against a Certified Financial Planner® accused of

misrepresenting and failing to disclose important facts.

3. Won judgment from court for order completely expunging public record of financial advisor sued in

arbitration for allegedly misadvising client to make unsuitable stock and mutual fund investments.

4. Successfully defended stockbroker on charges by FINRA (i.e., governing regulatory body) that broker

sold high risk closed-end funds and speculative low-priced stock to unsuspecting investor.

5. Settled for modest private censure a significant enforcement action by Certified Financial Planner®

Board in which client was accused of unfair competition with another CFP.

6. Defended broker-dealer in complex limited partnership enforcement action by NASD at both

evidentiary hearing and Washington, DC appeal.

7. Served as general outside counsel for two independent securities brokerage firms in connection

with a multitude of regulatory, liability protection and customer complaint matters.

8. Defended major life insurance companies in state and federal court in policy twisting, vanishing

premium and wrongful termination claims.

Estate Planning Cases

1. For well over 100 clients: prepared full living trust estate plans designed to care for clients during

disability, avoid probate, save estate and gift taxes, protect spouse and children from divorce and

frivolous lawsuits, and create sense of organization and peace of mind for all concerned.

2. Implemented preferred stock freeze for family logging business to save several million dollars in

federal estate and Oregon inheritance taxes.

3. Prepared Individual Retirement Account trust for physician and spouse to defer hundreds of thousands

of dollars of income taxes and protect and preserve account assets for children from potential divorcing

spouse, spendthrift tendencies and frivolous lawsuit creditors.

4. Implemented sophisticated irrevocable life insurance trust to leverage substantial state and federal

death taxes for wealthy, single individual.

5. Counseled client and drafted grantor retained annuity trust for large stock and bond portfolio resulting

in several hundred thousand dollars of gift and estate tax savings.

6. Prepared comprehensive estate plan for family business owners with real properties in several states,

thereby avoiding any and all court supervised probate for entire estate.

7. Prepared living trust arrangement for nondebtor spouse to prevent creditors of lawsuit debtor spouse

from tapping and depleting critical family funds of nondebtor spouse.

8. Prepared family limited liability company for 2,000 acre ranch to promote family harmony amongst four

sons, to freeze and discount value of taxable estate and provide quick, inexpensive and smooth transition

from parents to sons.

Business and Real Estate Transactions

1. Represented owner of $6 million business in stock sale to out of state buyer in negotiating,

documenting and closing transaction successfully and on time.

2. Represented borrower in $5.2 million refinancing of 119 unit apartment complex with conduit lender.

3. Represented borrower in $4.1 million purchase money loan for 22,000 square foot strip shopping center.

4. Represented securities and insurance representative in selling substantial books of business, including

negotiation and drafting of asset sale agreement, noncompete covenant and independent contractor agreement.

5. Establishment of numerous single and multi-member limited liability companies and S and C corporations

with embedded advanced buy-sell agreements.

6. Preparation of sophisticated seven-year, multi-hundred thousand dollar triple net lease on behalf of landlord.

7. Represented debtor in $2 million workout of multiple judgments, liens and debts, while avoiding bankruptcy.

8. Represented out-of-state creditor in collecting substantial sum from failing debtor, without resort to litigation.

9. Brought corporate veil-piercing litigation for creditor against shareholders of undercapitalized

corporation which was successfully settled through mediation.

10. Representation of homeowner’s association in successfully blocking attempt by developer to subdivide

lots in violation of CC&Rs, including trial level summary judgment decision and appellate court review.

Crater Lake, Oregon