I counsel individuals and families on all aspects of estate planning, including estate and income tax minimization strategies, charitable giving, lifetime wealth transfers and gift tax matters, lifetime and testamentary trusts for unique beneficiary needs, and property agreements between spouses and partners.
I also routinely represent individual and corporate fiduciaries in trust administration and probate cases that present complex issues areas such as asset valuation, estate and income taxation, business concerns and sales, property ownership characterization, and commercial and residential real estate holdings.
Trust and estate matters sometimes involve disputes among various parties or necessitate corrective modifications. In such cases, I serve as legal counsel to beneficiaries or other parties involved in mediation or another dispute resolution process within which agreement is sought, often under Washington?s TEDRA (Trust and Estate Dispute Resolution Act) law. My practice also includes serving as a mediator for trust and estate litigation cases and as a facilitator for family meetings.
