Top best Trusts Lawyers in Bellevue | 19 available

Sara Kiviat Berkenwald is a member with the law firm of Ogden Murphy Wallace, PLLC, where she specializes in the areas of estate planning, trust administration, probate, taxation and charitable giving.. Sara received her bachelor's degree from the University of Washington (with Honors), her law degree and master's in Business Administration from Seattle University School of Law (JD/MBA) and her LL.M (Taxation) from the University of Washington School of Law. Prior to joining OMW, Sara was a Shareholder with the law firm of Jeppesen Gray Sakai PS, an associate with the law firm of Somers Tamblyn Isenhour Bleck, PLLC in the areas of elder law and special needs trust planning.

My practice emphasizes estate planning (Wills, Trusts, Tax planning, Powers of Attorney and Health Care Directives); probate; real estate and business. The most enjoyable parts of the practice of law for me are the opportunties to get to know the many interesting people I meet, work with them to solve their legal situations and problems and help them plan their personal and business legal matters.
The best way to reach me is to call me at.

Jennifer possesses the right mix of technical expertise, practical knowledge, and a down-to-earth personality to guide you through the complexities of modern estate planning law. After practicing with two large downtown Seattle law firms–Foster Pepper PLLC and Davis Wright Tremaine, LLP—Jennifer noticed that many of her clients wanted to receive big-firm estate planning service and expertise, but in a more intimate setting. Seeking the benefits of a small firm environment as well, Jennifer joined a law firm on Mercer Island. In 2008, Jennifer and two other women broke off from that firm to form Somers Tamblyn King PLLC. Since then, the firm has grown into a well-respected estate planning, family law, elder law, Medicaid, and special needs planning firm.. Nonetheless, desirous of developing a firm working exclusively on estate planning and estate administration, in November 2017, Jennifer, Diana Zottman, and Julia Lindeman co-founded Three60 Law Group. At Three60, Jennifer continues guiding her clients through tried-and-true, high-level planning, and administration, while at the same time providing innovative, up-to-the-minute, tools and systems.. About Three60 Law Group--Why Three 60?. Taking a 360-degree view means seeing something from all sides. Your values, family, and estate planning goals are complex, and helping you achieve those goals requires a full-circle approach. Three60 Law Group provides holistic, team-based estate planning centered firmly around what is most important to you.. We don’t just prepare documents or administer estates. We work with you, your family, and your advisors to design an integrated planning strategy that meets your legal and financial goals. Perhaps more importantly, we assist you as you consider how your planning will reflect your personal point of view. We explain the options to you and help you make the decisions to ensure that your loved ones are protected and that your legacy is preserved. We combine seasoned expertise and old-fashioned customer service with new and innovative tech-forward tools and systems. You’ll get time-tested estate and legal services, delivered in a 21st century way.. And we don’t stop there. The Three60 Law Group team is there when you need us. We keep in touch, and we hope you will too. We consider it a privilege to work with you and your family—we do not take your trust lightly.

In my law practice I draw upon my experience and education to provide representation and counseling to individuals, families, and closely held businesses. My counseling, plan designs, and drafting utilize the Firm's exclusive Real Wealth philosophy and Family Wealth System insuring that the client's goals and expectations are identified and realized throughout their individualized plan.  I enjoy assisting individuals, families and closely held business owners in planning their lives and businesses.  It gives me great joy when I see the planning put in place actually work when called upon whether it be during a disability, following death or a business law suit, proper legal planning will shape the outcomes and protect your hard earned assets. As the old saying goes "Proper Planning Prevents Poor Performence." At Gregorek and Associates we are staffed with dedicated paralegals and attorneys to serve your individual needs in a personalized and comprehensive manner utilizing the best legal means for your situation.

I have nearly 25 years of teaching, counseling, design and drafting experience in the following practice areas:. Revocable & Irrevocable Trusts. Business Formation and Succession. Deferred Compensation Planning. Probate and Trust Administration. Income and Estate Tax Planning. Estate Litigation. Business Litigation. Real Estate Transactions. Wealth Transfer Planning. Charitable Planning. I reside in Mill Creek, Washington and enjoy traveling, alpine skiing, golf, mountain climbing, marathons, adventure races, and attending concerts and the theatre around Seattle.  I am active in charitable work for Seattle Children's Hospital, The Boy Scouts of America and various other non profit organizations in my local community.

I have always been an entrepreneur. I had a lemonade stand at age 5, and by age 10 I started my own yard care business, Nicky's Lawnmowing Service. By middle school I was distributing a patented velcro product that my Uncle had made. In high school I helped manage the Student Store, joined the Marketing Club, and was President of Garfield High's chapter of DECA, an international business organization for students. I went on to major in Economics at Columbia University, and then returned to Seattle for law school and to be with my family. I graduated from UW Law with a juris doctor as well as a Masters of Laws in Taxation. In law school, I quickly discovered that it was unusual for a law student to enjoy working in Excel and manipulating numbers. I got hooked on business and tax classes.. I really enjoy running a small business - our law firm. I get to talk with clients every day and understand their legal needs. I also love technology and the way it is helping lawyers deliver legal services faster and better. I would love the opportunity to talk to you about the challenges you face and how I could help.. Seattle has been my home for nearly 3 decades. I love the seasons in Seattle, especially winter. My law partner (also my father) and I curl together at the Granite Curling Club in North Seattle. I also love to snowboard, usually at Steven's Pass. And I enjoy hiking and snowshoeing on Mt. Rainier. I know there are a lot of newcomers to Seattle as technology has created tremendous job growth, and I hope we can all adjust as Puget Sound becomes a Region of Boom.

As a practicing attorney for more than 30 years with a Masters in Business Administration, Dan’s practice is focused on business law, and assisting businesses throughout their life cycle with transactional and contractual matters as well as helping business owners and individuals with their estate planning needs. Dan’s goal is to provide practical advice to help his clients document business agreements, solve business and legal problems and, most importantly, stay out of the court room.. Dan counsels new business clients on entity choice formation, associated tax ramifications, equity structuring, and how businesses can avoid many potential disputes through buy/sell, shareholder, and other agreements. He also assists companies in succession planning.. As businesses grow, Dan provides counsel on contractual matters such as employment agreements, confidentiality and non-compete agreements, invention and work for hire agreements, and distribution agreements. He has extensive experience with respect to corporate finance, venture capital financing, securities law, employment, and technology licensing, and routinely advises clients on these matters, as well as reviewing, preparing, and negotiating complex agreements. Dan also assists business clients in mergers, acquisitions, and sale of companies and significant assets.. Dan’s clients include small to medium-sized businesses of all types, as well as physicians and professional groups and practices. By understanding client business objectives, Dan is able to help businesses with directed, strategic legal advice designed to serve their needs over the long term.. Dan also helps individual clients prepare for the distribution of their estates. His estate planning practice is focused on helping clients determine the best method for asset distribution considering estate tax laws, administration costs, and other factors.. Away from the office Dan enjoys playing and following golf, talking sports, attending Husky games, discussing with pride and humor the life experiences of his two sons and the children of his clients and friends, visiting with Whitman college friends and, as one who enjoys the “tasting room experience,” visiting wineries.

Experienced Trusts attorney serving clients in Bellevue and surrounding areas.

Experienced Trusts attorney serving clients in Bellevue and surrounding areas.

Experienced Trusts attorney serving clients in Bellevue and surrounding areas.

Experienced Trusts attorney serving clients in Bellevue and surrounding areas.

Experienced Trusts attorney serving clients in Bellevue and surrounding areas.

Experienced Trusts attorney serving clients in Bellevue and surrounding areas.

Experienced Trusts attorney serving clients in Bellevue and surrounding areas.

Experienced Trusts attorney serving clients in Bellevue and surrounding areas.

Experienced Trusts attorney serving clients in Bellevue and surrounding areas.

Experienced Trusts attorney serving clients in Bellevue and surrounding areas.

Experienced Trusts attorney serving clients in Bellevue and surrounding areas.

Experienced Trusts attorney serving clients in Bellevue and surrounding areas.