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Overview

Hal has more than 40 years of experience counseling families and business owners in the areas of business succession planning, asset protection planning, wealth transfer and transfer tax minimization.

In the estate planning area, Hal has significant experience in succession planning for closely held businesses, including the transfer of ownership to the next generation with minimum estate tax cost. He also spends a significant amount of time working with clients who have multi-national planning issues.

Hal is the author of several articles in the areas of estate planning, asset protection planning and business succession planning, and is also a frequent speaker at estate and business planning seminars.

Professional Activities

  • Alaska State Bar Association, Member
    • Estate Planning Section
  • American Bar Association, Member
  • Kitsap County Estate Planning Council, Member
  • Massachusetts State Bar Association, Member
  • Seattle Estate Planning Council, Member
  • Washington State Bar Association, Member
    • Estate Planning Section

Community Activities

  • Anchorage Parks & Recreation Department, Past Chairman
  • Point Monroe-Lafayette Improvement District Steering Committee, Member
  • Saint Barnabus Episcopal Church, Bainbridge Island, Member

Blog Posts

News & Insights

Speaking Engagements

Past Appearances

Publications

Admissions

  • Washington
  • Alaska

Education

  • LL.M., Taxation, Boston University School of Law (cum laude), 1978
  • J.D., Vermont Law School (cum laude), 1977
  • B.A., University of Maine (cum laude), 1974
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