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Estate Planning

Our Estate Planning group creates integrated and individualized plans for each of our estate planning clients. We focus on helping our clients with tax planning, business succession planning, and charitable giving as well as estate planning, probate, and trust administration.

We create customized estate plans for each of our clients, including, as appropriate for the client, the creation of living and testamentary trusts, dynasty trusts, qualified domestic trusts, qualified personal residence trusts, charitable remainder trusts, charitable lead trusts, grantor retained annuity trusts, grandchildren's education trusts, and other irrevocable trusts. Our planning takes into consideration stock options, retirement plans, and life insurance.

To assist our clients in the efficient transfer of wealth from one generation to another, we create family limited liability companies, family corporations, and family limited partnerships. To provide for the efficient management of financial and personal affairs in the event of disability, we ensure that each client has properly drafted financial and healthcare powers of attorney as well as a current directive to physicians (living will).

We advise our philanthropic clients on charitable giving, including the design and granting of conservation easements. We also create and help manage private foundations, supporting organizations, and other charitable entities.

Our practice includes the negotiation of prenuptial agreements, agreements as to status of property, and community property agreements. While we handle trust and estate litigation, we actively pursue alternative dispute resolution through non-judicial binding agreements and other procedures under Washington's Trust and Estate Dispute Resolution Act (TEDRA).