We offer peace of mind to clients by providing knowledgeable advice regarding estate planning and trust and estate administration in a straightforward manner.

Our law firm practices primarily in the areas of estate planning, trust and estate administration, and estate litigation throughout Washington and Idaho. We understand that the estate planning and administration processes can present emotional and legal challenges, and that each individual and every situation is unique. We offer peace of mind to clients by providing knowledgeable advice regarding estate planning and trust and estate administration in a straightforward manner.

A well-crafted estate plan accurately states your objectives and provides clear instructions on how to carry out your plan. We work with our clients and their other trusted financial and business advisors to help implement their wishes and help make sure that the estate plan works as intended.

When a loved one passes, the process of administering the estate is often unfamiliar and daunting to the survivors. We help guide personal representatives, trustees, and other fiduciaries though the trials, tribulations, and challenges of an estate or trust administration.

We carefully listen to each client’s individual situation to identify and address areas of potential conflict when creating an estate plan or when assisting with the administration of an estate or trust. However, when conflict arises, we are adept at aiding fiduciaries (trustees and personal representatives), beneficiaries, and other interested individuals.

We have extensive experience in all aspects of estate planning, wealth transfer, business succession, estate administration, and litigation. We offer a range of experience and expertise in the following areas:

ESTATE PLANNING

* Creation of core estate planning documents: Wills, Revocable Living Trusts, Powers of Attorney, and Health Care Directives

* Planning for minor children

* Charitable planning during life and at death

* Vacation property and rental property agreements

* Pre-Marital and Post-Marital Agreements

* Estate planning for non-U.S. citizens

* Second marriages and blended families

* Business succession planning for closely-held and family businesses

* Planning for disabled beneficiaries

* Supplemental and Special Needs Trusts

INCAPACITY PLANNING

* Powers of Attorney

* Health Care Directives

* Revocable Living Trusts

WEALTH TRANSFER TAX PLANNING

* Advanced Estate Planning such as Dynasty Trusts, Grantor Retained Interest Trusts, and Qualified Personal Residence Trusts

* Life insurance trusts

* Charitable trusts

ESTATE & TRUST ADMINISTRATION

* Assisting with carrying out your estate plan wishes

* Probate administrations

* Summary and Special Administrations

* Ancillary probate administrations

* Coordination of advisors including CPA, investment professionals, and trustees

* Representation of trustees for on-going irrevocable trusts

* Management and advice regarding distribution of assets

* Beneficiary representation

* Judicial and Non-Judicial Trust Modifications

* Administration of court supervised trusts

BUSINESS SUCCESSION

* Buy/sell agreements

* Business succession options

* Intra-family loans

* Valuation discount planning

* Minority interest gifts

* Corporate governance of family and closely-held businesses

If you have estate planning questions or if we can be of service to you, your family, friends, neighbors, or co-workers, give us a call at 253.858.5434 to set up an appointment today. We represent clients throughout Washington and Idaho and are available to meet in person (with appropriate social distancing protocols in place), by phone, or via video conference.