We provide legal counsel to clients in planning for the optimum ownership and disposition of personal wealth, both during life and at death.

We provide legal counsel to clients in planning for the optimum ownership and disposition of personal wealth, both during life and at death. We advise clients on structuring ownership of family businesses and other assets in order to achieve each family’s personal and business objectives in the most tax efficient manner. We implement planning techniques which are tailored to each client’s personal, financial, charitable, risk management, and other objectives. We also focus on opportunities for the optimal transfer of assets to family members at favorable valuations to minimize tax consequences.

We possess particular expertise in the administration of estates, including those holding real estate and business interests. We implement innovative strategies to maximize clients’ assets passing to the next generation through the use of tax elections, disclaimers, and other sophisticated planning techniques. We follow a multi-disciplinary approach that incorporates our business, real estate, tax and other knowledge and experience.

Our administration services include the valuable assistance of experienced tax accountants, financial planners, investment advisors, insurance experts, and family counselors.

In the planning process, we also work extensively with clients in fulfilling their philanthropic goals, whether through outright gifts or charitable entities. Many of our clients have created private foundations, private operating foundations, and donor-advised funds. We offer guidance on the best vehicles to meet the family’s charitable goals and assist with the ongoing administration of the family entities.

If you have estate planning questions, give us a call at 253.858.5434 to set up an appointment today. We proudly represent clients throughout Washington and Idaho and are available to meet in person, by phone, or via video conference.