Trusts & Estates

Our attorneys and paralegals have significant experience in a range of options available to clients for the protection and distribution of their estates.  We consider each client's personal goals, needs, and budget to customize a comprehensive and focused plan in life as well as at death.  We possess the knowledge and skills to advise each client of their options and help guide them to the solution that is best for them and their family.

  • Basic Estate Planning
    • Wills
    • Powers of Attorney (both health care and financial)
    • Living Wills
    • Probate avoidance techniques such as Transfer on Death Deeds
  • Advanced Estate Planning
    • Revocable Trusts
    • Marital Property Agreement (including Washington Wills and Prenuptial Agreements)
    • Irrevocable Trusts (including life insurance trusts)
    • Special Needs Trusts
  • Estate Tax Planning
    • Gifts and Charitable Planning
  • Elder Law
    • Nursing Home Planning
    • Title XIX (Medicaid) Divestment (Gift) Planning
    • Irrevocable Medicaid Trusts
    • Special Needs and WisPACT Trusts
    • Gifts of real estate with retained Life Estates
  • Probate and Trust Administration
    • As applicable, appropriate court document preparation and filings
    • Estate tax returns
    • Asset Administration and Distribution
    • Accountings
    • Income tax planning

Need a Consultation?

Please correct the following:
  • Name must be entered.
  • Email must be entered.