As advisors to our clients, bringing peace of mind is our top priority. We understand many of the complexities and difficulties individuals and families face when transferring their assets to their beneficiaries upon death, passing on a property or a family business, or preparing for transfer tax planning. We bring customized, integrative solutions to all types of estates with proactive strategic planning, combined with innovative estate and tax planning techniques. We also provide practical counsel in connection with dispute resolution matters.
We regularly advise clients ranging from high-net-worth individuals, business owners and executives, family-owned and closely held businesses, to beneficiaries of dynasty trusts on sophisticated estate planning, estate and trust administration, wealth transfer and transfer tax minimization, and trusts and estates disputes. We are admitted to practice law in Washington and Idaho.
We provide guidance in a number of areas, including:
* Wills, living trusts, durable power of attorney and community property agreements
* Prenuptial agreements, postnuptial agreements and cohabitation agreements
* Succession planning for family businesses
* Irrevocable life insurance trusts
* Grantor retained annuity trusts
* Charitable giving planning and tax-exempt organizations
* Administration of trusts and estates, including probate
* Advising heirs, beneficiaries and fiduciaries as to their rights, interests and obligations in an estate or trust
* Trust and estate dispute resolution
We help our clients develop personalized estate plans. Our goal is to convert their intentions into specific strategies in a practical and cost-effective manner. We address our clients’ estate and business planning needs using an approach that is comprehensive, tailored to each client’s situation, and implemented with well-drafted legal documentation.
Clients also appreciate our in-depth experience with various types of trusts, including charitable trusts, charitable reminder trusts, dynasty trusts, education trusts, irrevocable life insurance trusts, grantor retained annuity trusts, qualified domestic trusts, qualified personal residence trusts and testamentary trusts, among others.
We also understand the intersection between law and the unique challenges of running a family business. We regularly advise this unique segment of clients develop a solid business and legal infrastructure positioned for growth and longevity. We advise diverse industries and sectors that range in size from small businesses to multinational corporations in navigating and avoiding risks that can threaten a family business, such as intra-and intergenerational rivalries among family members, compensation disputes, breaches of fiduciary duties by family members, death and succession issues, integrating non-family members into the company structure, and difficulties in determining lines of authority.
If you have estate planning questions, give us a call at 253.858.5434 to set up an appointment today.