Our mission is to provide superior trusts and estates services through a coordinated approach with knowledge and implementation tailored to your unique needs.

The Trusts & Estates Group in Tacoma and Seattle serves hundreds of clients in the Puget Sound area by preparing wills, trusts and other contingency-plan documents, by analyzing and helping to carry out lifetime personal planning arrangements like family partnerships and charitable gifts, by advising those administering estates, trusts and guardianships, and by resolving disputes among heirs and with taxing authorities.  Members of our group include a Certified Elder Law Attorney, two former CPAs and two LL.M.s (Masters of Tax).

We welcome you as a client and look forward to working with you.

Please access the links below for additional information. Click here to request a copy of our estate planning questionnaire.

I need a will or living trust.

• I'm single.
• I'm married.
• I have children.
• I'm unmarried but have a sigfificant other.

My relationship status is changing.

• I'm getting married.
• I'm getting divorced.
• I'm in a domestic partnership/civil union.
• I'm unmarried but live with a partner.

A loved one has died.

• I need help administering the estate.
• I have questions about the way the estate is being administered.

I have a special needs family member.

• I need help setting up a guardianship for a disabled or incapacitated loved one.
• My loved one is disabled or a minor and I need help setting up a special needs trust or settlement trust.

I want to make a gift.

• I want to make a gift to charity during my lifetime or plan a gift for after I'm gone..
• I want to make a tax-saving gift to a loved one.