Our Services

Trust & Estate Planning for Washington State

Our Areas of Expertise

ESTATE PLANNING

  • Wills and RLTs

  • Irrevocable Trusts and Gifting

  • Dynasty Trusts/GST Exempt Trusts

  • Spousal Lifetime Access Trusts

  • Sales to Defective Grantor Trusts

  • Grantor Retained Annuity Trusts

  • Qualified Personal Residence Trusts

  • Special Needs Trusts

  • Charitable Planned Giving Techniques

  • Succession Planning for Family-Owned Businesses

  • QSBS Planning

PROBATE & NON-PROBATE ADMINISTRATION

  • Complex Trust and Estate Administration

  • Preparation and Filing of Federal
    and WA State Estate Tax Returns

  • Gift Tax Returns

  • Trust and Estate Dispute Resolution Agreements

Experience & Knowledge

Ready to learn more about our approach and values?

OUR APPROACH