Estate PlanningDrafting wills, living trusts, healthcare directives, and financial and medical powers of attorneyAssisting families and charities with planned and charitable giving, including the formation and governance of nonprofit organizations, charitable trusts and private foundationsHelping clients mitigate the impact of estate and gift tax, including state and federal exemption trusts, qualified terminable interest property (QTIP) trusts, and qualified personal residence trusts (QPRTs)Probate and Trust AdministrationRepresentation of executors, heirs, individual and corporate trustees, fiduciaries, beneficiaries and creditors in trust and estate mattersLitigation, mediation and arbitration under the Washington Trust and Estate Dispute Resolution Act (TEDRA), including will contests, vulnerable adult claims, fiduciary breach claims, and community vs. separate property disputes.Negotiating and drafting non-judicial dispute resolution agreements (TEDRA Agreements) to resolve trust and estate disputes, including trust interpretation and amendmentBusiness and Real Estate TransactionsRepresenting buyers and sellers in asset and stock salesPurchase and sale of commercial, trust and residential real estate, including family real estateResolution of title problems and disputes, such as boundary line disputes, easements, clouds on title, and claims of adverse possession Recent Presentations“Charitable Lead Trusts” – Basics of Planned Giving Series, Tacoma Lutheran Retirement Community, December 2015“The Good, the Bad and the Ugly of Estate Planning” – Bellarmine Prep, January 2016“Estate Planning Basics” – Upside of Downsizing Conference, Tacoma Dome, April 2016

Consumer Fellow and attorney specializing in consumer bankruptcy policy, mortgage lending and foreclosure, and consumer credit topics.