Top best Estate Planning Lawyers in Seattle | 325 available

Mark Roberts counsels and represents individuals and families in both tax and non-tax aspects of estate planning, with an emphasis on personalized needs and advanced tax planning, including use of sophisticated tax strategies to transfer wealth among family members, preservation of assets through use of long-term trusts, partnerships and companies, facilitation of business succession, and preparation of documentation relating to estate planning.. Mark assists individuals in developing and implementing charitable giving plans, including private foundations, supporting organizations, and charitable lead and remainder trusts.. He advises and represents both individual and professional fiduciaries in all facets of the administration of private trusts and decedents' estates, including probate law matters, income and estate tax planning, preparation of required tax returns, and tax audits and appeals before the Internal Revenue Service.. Mark also represents beneficiaries and fiduciaries in will and trust disputes, including will and trust interpretations, breach of fiduciary duty claims, will contests, accounting proceedings, and charitable trust reformations. He has served as a mediator of trust and estate related disputes under Washington's trust and estates dispute resolution act.

Marcia Cho is an Associate Attorney at Dellino Family Law Group. Marcia understands for the majority of her clients, being in family court may be their first interaction with the legal system and the issues arising from their family law matters are oftentimes very personal in nature. It is top Marcia’s priority to provide the necessary tools and resources to clients for them to be able to make the best, well informed, decisions that is unique to them, and feel confident when doing so. Marcia has successfully navigated her clients through all phases of the litigation process, from initial pleadings to trials, and all the steps in between, and has extensive experience in alternative dispute resolution.. Having received her legal education in both Canada and Washington, Marcia provides a unique background, depth of knowledge and perspective to clients and their matters.. Background. I was born in Seoul, South Korea, and immigrated to Canada when I was 7 years old. For the most part, I grew up in beautiful Vancouver, B.C., where I attended elementary school, high school, and university at the University of British Columbia, Vancouver campus. I then obtained my Juris Doctor degree from the University of Calgary, just an hour east from Banff, Alberta, and proceeded to complete my articles (a mandatory one-year training program in Canada post law school before an attorney can become licensed) in Ontario.. In 2019, I moved to Seattle, at which time I pursued a Master of Laws at the University of Washington. Upon graduating in 2020, I have been practicing primarily, if not exclusively, in the area of family law.. As a first-generation immigrant and first attorney in my family, I prioritize volunteering and giving back to my community alongside dedicating my time to my clients and my practice. I have recently served as co-president of the Korean American Bar Association, I am the minority bar association representative for the Washington State Bar Licensure Task Force, and I am a volunteer attorney at Eastside Legal Assistance Program.. Out of the office, you can find me exploring new restaurants in the city, traveling to new places, and spending time with my family, including my two samoyeds, Tofu and Boki.

Marcia chairs Graham & Dunn's Wealth Management Team and is a former member of the firm’s Board of Directors. She has over 25 years of experience counseling individuals about wealth transfer and succession planning, including estate planning and administration, probate, trusts and related tax matters.. Marcia is a frequent speaker at professional and community conferences about estate planning and administration. She was the chair of the 51st Annual Estate Planning Seminar in 2006, and she chaired the WSBA task force on the 2005 Washington Uniform Estate Tax Apportionment Act.

Liberty's practice encompasses estate planning, probate, trust administration, and taxation. She helps families and individuals achieve their estate planning goals by utilizing tax-saving wills and trusts, durable powers of attorney, advanced directives, and property agreements. By understanding who and what is important to her clients, she creates a comprehensive estate plan customized to achieve each client’s goals.. Following the death of a loved one, Liberty offers guidance and support to personal representatives (a.k.a., executors). She provides a detailed overview of the probate process, prepares the necessary probate paperwork, and communicates frequently to make sure the personal representative meets all time-sensitive deadlines. When necessary, Liberty also prepares Trust and Estate Dispute Resolution Act Agreements (“TEDRA Agreements”) to make sure the decedent’s estate plan is implemented.. Liberty was previously an attorney with the law firms of Carney Badley Spellman, PS, and Helsell Fetterman, LLP in Seattle. Prior to attending law school, Liberty worked at Columbia Bank as a financial analyst underwriting loans to high net worth individuals and businesses.

Laura's practice focuses on wills, trusts and estates. She works with individuals to help them establish foundational documents, such as tax saving wills and living trusts, financial and health care powers of attorneys, and health care directives. She addresses complex issues that may arise, including non-citizen status, retirement benefit planning and life insurance arrangements.

Kristi concentrates her practice in the areas of estate and trust planning, business transition planning, elder law planning (including Medicaid and guardianship planning), and probate and trust administration.  She enjoys working with engineers, medical professionals, and small business owners to assist them with their specific needs. Kristi’s estate planning experience includes preparing wills and trusts (revocable and irrevocable), prenuptial agreements, durable and general powers of attorney (health care and financial), forming family limited liability companies, assisting clients with lifetime gifting, and general Medicaid or guardianship needs. She enjoys taking a client’s wishes and translating them into a cohesive estate and business transition plan. In addition, Kristi assists clients with the difficult issues that arise in transitioning assets after the death of a family member or friend through any trust or probate administrations process.. She graduated (summa cum laude) from Buena Vista University, then received her Juris Doctor from the University of Washington School of Law in 2014. She received her Master of Laws in Taxation from the University of Washington Law School in 2018.. Kristi is a member of the Washington State Bar Association, the King County Bar Associations, and QLaw. She was elected to chair the WSBA Tax Sections’ Young/New Lawyer Committee in 2017, and the WSBA Tax Section's Pro Bono Committee in 2019.. When not practicing law, Kristi enjoys reading, baking shortbread, and volunteering with the University of Washington Federal Tax clinic, where she assists low income taxpayers in controversies with the IRS.

Karl Flaccus’s practice focuses on estate planning, trusts, probate, and litigation involving wills, probates, and guardianships. He has guided thousands of families in successfully structuring important personal documents and plans, and the successful resolution of trust and estate conflicts.. Karl has an extensive background in the legal field predating his 2023 merger with Brothers & Henderson. Before attending law school, he practiced tax accounting and representing clients in audits before the IRS for 11 years in Alaska. During law school, he interned with Judge Hugh Bownes of the U.S. First Circuit Court of Appeals in Boston, and clerked for the U.S. Attorney’s Office in Concord, New Hampshire. After receiving his Juris Doctor, he clerked for U.S. District Court Judge Barbara Rothstein, and for Judges Marshall Forrest and Jack Scholfield of Division I of the Washington State Court of Appeals. In 1994, he opened his own private law practice in Seattle, Flaccus Law, where he served thousands of clients in the successful structuring of important personal documents and plans. He understands the heavy emotional and financial costs of litigation for his clients.. Beginning in the late 1990’s, Karl ran a free monthly legal clinic at the Shoreline Senior Center for almost 20 years, where he offered pro bono legal advice to hundreds of seniors and their family members. Outside of work, Karl enjoys a myriad of outdoor activities. During his time in Alaska, he kayaked thousands of river miles and built two cabins outside of Fairbanks. He has run a number of marathons, including the Boston Marathon. Nowadays, he likes to ski, hike, and spend time with his family. The Flaccus family also spends a lot of cabin time in the Cascades throughout all the seasons.

Karen Boxx is currently of counsel with the firm. She focuses her practice on estate planning and consulting in probate, trust, and estate tax matters. Since 1997, Ms. Boxx has been on the faculty of the University of Washington School of Law, where she teaches in the areas of wills and trusts, estate and gift tax, community property, and estate planning. Before joining the faculty, she was in private practice for fourteen years, representing clients in estate planning, probate, trust, and guardianship matters, as well as small businesses and nonprofit organizations.

Joshua Reinertson is an Associate Attorney with Reed Longyear Malnati Corwin & Burnett, PLLC. His practice focuses primarily on estate planning, probate, and related tax issues. Joshua enjoys working closely with clients to develop estate plans that embody RLMCB’s tenets of “proactive planning” and “sensible solutions.” Joshua has experience drafting wills and trusts which implement client goals, such as ensuring that client assets are used to set up scholarship endowments, or simply reducing tax liabilities to ensure wealth is available for the use of future generations.. Joshua received his law degree from Seattle University School of Law, from which he graduated with honors. While in attendance, Joshua excelled in classes dealing with diverse areas of law, however he quickly developed a passion for estate planning. In order to provide clients with refined level of service—and to further his understanding of the technical tax issues involved in estate planning—he enrolled in the Graduate Tax Program at the University of Washington School of Law. Joshua was awarded the Washington State Bar Association Tax Section’s annual scholarship and he is expected to receive his Master of Laws Degree in Taxation in 2019.. Prior to joining Reed Longyear Malnati Corwin & Burnett, Joshua was a legal extern for the Department of Housing and Urban Development’s Fair Housing & Equal Opportunity office. There, he gained experience related to the enforcement of anti-discrimination laws and worked on negotiating settlements of discrimination claims. Joshua began working at RLMA as a legal intern in 2017 and has been a great asset to the firm since.. Joshua also enjoys engaging in volunteer work. He is currently a volunteer with the Washington First Responders Will Clinic, which provides free estate planning to police officers, firefighters, and other first responders. Joshua has also served as a Team Leader with King County Explorer Search and Rescue, an organization providing free-of-charge rescue services on Washington trails.. Outside of the office, Joshua spends his free time riding motorcycles, learning Brazilian Jiu Jitsu, working his way through a variety of classic literature, and enjoying the great Pacific Northwest on mountain bikes or skis.

Jonathan L. Bowman is the managing partner of Jonathan L. Bowman, Attorney at Law, PS; a Seattle, WA law firm which focuses on Estate Planning, Elder Law, Probate, Real Estate Law, Business Law and Marital & Domestic Relations matters. Mr. Bowman is a graduate of Gonzaga University School of Law and has been a member of the Washington State Bar Association since November 19, 1993. Mr. Bowman guest lectures for various groups and organizations, including the Washington State Bar Association and the King County Bar Association on Domestic Relations matters. Mr. Bowman has served on many local non-profit boards, including volunteering as a director, officer, executive committee member and president of the Greater Seattle Business Association; as director(s) of the Women's Funding Alliance and of the Greater Queen Anne Chamber of Commerce; and on the Executive Committee of the Board of Directors for Flying House Productions. For many years Mr. Bowman and his firm have supported same sex marriage, and in 2013 and 2015, was asked to sign on two Supreme Court of the United States Amicus Curiae Briefs, which ended in favorable decisions of same sex marriages.. Mr. Bowman believes that a balance of work, family, friends, and giving back to one's community is essential to his firm's success and the success of others.

John M. Terpin obtained his Juris Doctorate from Boston College Law School in 2006 and is a member of the bar of the State of Washington. Terpin Law, PLLC was founded in 2015 to better assist individuals and families navigate our complex legal immigration system. Terpin Law, PLLC currently continues to assist people as a full-service Wills, Trusts & Estate Planning Firm.

Jenni Frere Volk was born and raised in Bellingham, Washington.  She also had the pleasure of living in eastern Washington for four years while attending Whitman College in Walla Walla, Washington’s most prestigious collegiate institution.. As a liberal arts college, Whitman provided Jenni with a solid foundation to become a successful, well-rounded attorney and business owner.. Jenni went on to graduate magna cum laude from Seattle University School of Law.. Although the subject of death can be delicate, Jenni became interested in teaching others about estate planning so that they could take comfort in knowing that their loved ones would be taken care of upon their passing.  Jenni’s friends and family have always considered her a “planner” – so estate planning seemed to be a natural fit.. She is a member of the Washington State Bar Association and is currently the co-chairman/co-founder of the Washington First Responder Will Clinic.. Jenni currently lives in Seattle with her husband, Ben, and her two young children.

Jenifer Jewkes is a member of Lane Powell's Trusts and Estates Practice Group and focuses her practice on estate and succession planning, as well as estate and trust administration for high net worth families and individuals. As a former Tax Manager with Deloitte Tax LLP, Jenifer has experience in planning and compliance with regard to income, estate, gift and generation-skipping transfer taxes. She advises individuals, trusts, estates, tax-exempt organizations, corporations and partnerships on tax and planning matters.

Jenica Cassidy is an elder law attorney who helps seniors and their families with legal issues relating to aging. She also works with health care facilities and their residents to secure benefits to pay for the cost of care. Her clients appreciate her empathetic approach to difficult and highly personal discussions about aging and end of life, which pave the path for plans that lead to peace of mind.. Jenica works with older adults of all income levels and their family members to plan for and resolve legal issues related to aging, such as long-term care needs, disability, and incapacity. These include guardianships (of the person and of the property), Medicaid benefits and appeals, and special needs planning. She also helps them with estate planning and probate.. In addition, Jenica works with Maryland long-term care facilities on guardianship and Medicaid matters, assisting when individuals are unable to make care or finance decisions for themselves, or when benefits are needed for cost of care. She is a frequent speaker and author, presenting and writing on guardianship issues for the National Aging and Law Conference, the American Bar Association Commission on Law and Aging, and The Elder Law Journal.. Jenica’s welcoming demeanor and service orientation makes it easier for people to open up to her about their finances and their fears. She listens intently, and then explains different solutions in plain English so her clients and their families can make decisions for their futures.. Jenica received her law degree from Wake Forest University School of Law and her undergraduate degree from the University of Oregon. She is admitted to practice in Maryland. Prior to joining Lerch Early she practiced at an elder law boutique firm.. A Seattle native, Jenica enjoys outdoor activities like hiking and skiing with her husband. She is also a fierce sports fan, cheering for her beloved Oregon Ducks and Seattle Seahawks, along with her adopted hometown favorite, the Washington Capitals.

Jamie founded Phinney Estate Law in 2007as a way of addressing a need she saw in the community for affordable,values-based estate planning and as a way to develop a legal practicethat was consistent with her own values and legal philosophy.  Beforefounding Phinney Estate Law Jamie worked as a litigation associate atCozen O’Connor, as an attorney advisor for the U.S. Department ofJustice, and as legal intern for Northwest Immigration Rights Projectand Northwest Justice Project.. Jamiebegan her work in estate law in 2005 as a pro bono attorney with KingCounty Volunteer Attorneys for Persons with HIV/AIDS (VAPWA).  Shefound that she enjoyed the opportunity to help clients with theplanning process and and the chance to think creatively with theseclients to address the unique needs of their situations.  She alsoappreciated the opportunity to work with clients to avoid conflicts.. In addition to her work with VAPWA, Jamie also does pro bono work and/orworked for non-profits providing clients with assistance withimmigration petitions, naturalization, applications for publicbenefits, and family law cases.  She continues to devote 25% of herpractice to pro bono work and free community education.  As part ofthat service, Jamie serves as a volunteer attorney facilitator for theex-party probate and guardianship calendar in King County.. Sincefounding Phinney Estate Law, Jamie has had the opportunity to work withindividual or families in a variety of situations.  She has worked withnewlyweds, young families, single business owners, blending families,the terminally ill, and non-married clients.  It is her experience thateach family, no matter how traditional or non-traditional, is trulyunique and, once you get to know them, have unique needs.. Whenshe is not working, Jamie volunteers her time to a number of localcommunity groups including the Seattle Milk Fund, Phinney EcoVillage,Phinney-Greenwoood Climate Change Action Now, and the Greenwood ArtsCouncil and is the elected Democratic PCO for her neighborhood.  She is a practicing Quaker with the Salmon BayFriends Circle.  She also enjoys spending time with her family andfriends and loves spending a much time as possible enjoying theoutdoors.  She is in three book clubs and is always looking for a goodbook.  She also carves and prints block prints which can occasionally be seen in shops and coffee house in the Phinney-Greenwood neighborhood.. Jamieis a member of the Washington State Bar Association sections on Probateand Elder Law.  She is also a member of the King County Bar Associationsections on Probate and Elder Law. She currently serves as the Co-Chair of the KingCounty Bar Association Collaborative LawSection and the leader of the Long Term Planning Working Group of the Northwest GBLT Senior Services Network.  She is also a member of the International Holistic Lawyer’sAssociation.

I have more than 25 years of experience in the legal profession. I enjoy helping individuals and families find the peace of mind that comes from having an estate plan in place. Our boutique law firm in the Ballard neighborhood offers our clients personal attention, flexibility, and reasonable rates. I am happy to arrange meetings that work with your schedule, including evenings and early mornings. I also make housecalls. More information is available on our website at .

I take great pride in developing meaningful relationships with my clients. Whether handling due diligence matters related to the acquisition, financing, permitting and construction of a 300,000 sf mixed-use project or organizing the small estate of a couple married for 60 years and counting, I strive to provide every client with practical and effective service.

I have been practicing law in Seattle since graduating with honors from Seattle University School of Law in 1998.  My practice focuses primarily on estate and tax planning, probate, trust and estate litigation, trust administration, prenuptial and postnuptial agreements, domestic partnership agreements and succession planning and business transactions.  I also co-founded and partnered a local tax, business and estate planning firm in Seattle.. Over the years, I have represented a wide range of trust, estate and probate clients, working to assist them in their personal and tax planning needs.  Additionally, I have represented beneficiaries, personal representatives and trustees in estate litigation, both in defending fiduciaries and in bringing actions against fiduciaries.. As a member of the editorial board for the Real Property, Probate and Trust section of the Washington State Bar Association (WSBA), I have written articles and presented materials on topics ranging from tax filing to nontraditional family estate planning.  I am a member of the Estate Planning Council of Seattle and a member of the Tax Section fo the WSBA.. Prior to attending law school, I spent over eight years as a stockborker, regional sales manager and vice-president of a local brokerage firm.  My background gives me an understanding in financial and economic issues, as well as hands-on experience in dealing with the personal planning needs of individual clients.

I grew up in Tennessee and received my college and law school education at Southern Methodist University in Dallas.. From 1970 to 1974 I practiced with the Navy Judge Advocate General's Corps in Vietnam, Pearl Harbor, and other duty stations afloat and ashore.  Following my tour of duty, I became an associate with Mullavey, Prout in 1974.. My practice is predominantly personal injury trials, estate planning and probate, insurance, maritime and general litigation.  I have tried numerous jury and non-jury cases in state and federal courts.

I enjoy helping clients solve problems and create a fresh chapter in their lives.

I enjoy helping clients navigate important life transitions with clarity and care, whether through estate planning, probate, or family law matters. My goal is always to guide my clients toward solutions that protect their emotional, financial, and psychological well-being.. My background in managing legal discovery and internal investigations for major organizations has given me a practical and detail-oriented approach, which I now bring to my work with individuals and families.. Outside of the office, I love running forest trails, diving into books and music, and spending time with family at game nights.

I enjoy Estate Planning because it is an area of law in which I can help clients solve problems before they occur, instead of helping them pick up the pieces in an already frustrating situation. The nature of estate planning also makes it possible for me to really get to know my clients and form a relationship of trust. Taking the time to learn about my clients' values, families, and circumstances helps me design an estate plan that will give them a sense of peace. I also do probates, because I love to help people at critical junctures in their lives, such as following the death of a loved one.

I became a lawyer to help people. My legal services are heart centered, direct & honest, flat rate and about the relationship not the billable hour or the transaction. Any individual or family I work with is for life - as your Trusted Advisor, ensuring that the custom plan we create for you works when you need it most.. I work with families, individuals and small business owners to ensure that they have a plan in place for death and incapacity. I make sure that the custom plan we create will work for you when you need it most, and keeps your loved ones left behind out of conflict and court so they have space to grieve instead of having to deal with a beaurocratic mess.. Having a trust or a will is not just for the rich, it is not something you should wait until you are old to do.  Every single adult individual or family with minor children, no matter how modest their means or age, needs a plan in place to ensure that if they die things are taken care of for the loved ones they leave behind. If you think planning is too hard, too expensive or just too confusing, I encourage you to book a free consultation call with me and we can discuss your options. The consultation is complimentary, the planning will be priceless.. To get started reach out and book a 15 minute Discovery Call with my staff today.  We will review the process with you. There is no obligation to plan but the complimenatary planning session will help you get more organized financially and asset wise than ever before.  And you will know at the end of our Life & Legacy planning session what the default plan is for you or your family so you can choose to plan with all the information you need.. If you think time or finances will be an obstacle to planning, think again - my flat rate services make estate planning affordable and I offer monthly payment plans and sliding fees for those who may not otherwise be able to afford my services.. No question is a bad question and it my responsibility to my client to look at the entire situation and give advise from both a legal and compassionate human perspective. I have done a good job if my client is educated and empowered as a result of our interaction.. I offer comprehesive business creation, maintenance and strategic advisor services. Business law is not just about forming the right entity, checking a box and moving on - but looking at the holistic picture of the business, its goals, and using my outlook as an attorney and consultant to be a trusted advisor, to prevent troubles before they are encountered. I ensure all of my clients have essential foundations of their business in place for legal, insurance, finance and taxes.. I offer estate planning for individuals, families with minor children, working class families, and beyond. Planning for after you are gone is some of the most important planning you can do for your loved ones. It is never too early to plan for your death, but it can always be too late. All my planning services are  flat rate and scale from economical to an investment in protecting your families wealth.. When I am not advising clients I teach personal development through spiritual means and meditation, I write bookson gratitude and how and why to estate plan, gratitude journals, poetry and memoir, I photograph the world around me, practice Buddhism, and I am a spiritual Guide in the Lineage of King Salomon, meditation facilitator, and I coach individuals on many aspects of leading a joyful empowered life using metaphysical and secular tools to cultivate abundance. I try to smile and have gratitude for this life every day.  I look forward to talking to you.

I assist young families creating a first estate plan motivated by the birth of a baby, as well as those revising a plan when their children have grown, those with no children who want to ensure their money goes to the people they care about most.  I also handle probate, if you find yourself in the position of administering the estate of your parent or other family or friend.  And I handle small disputes between parties, for example, landlord & tenant, neighbors, etc.  I am happy to answer questions you may have about working with an attorney or to meet with you to determine if I am a good fit for your legal needs.

I am a member of two practice groups at Lasher Holzapfel Sperry & Ebberson. As a member of the Estate Planning, Probate and Trust practice I assist clients on a range of estate planning, trust matters, and business issues. I develop and implement succession plans and other plans of reorganization that efficiently navigate tax matters and successfully transfer private family companies to successive generations. I also prepares wills and trusts (irrevocable and revocable) as well as advanced estate plans that involve charitable and family gifts, private foundations, and family limited liability companies. I handle the legal administration of many large and small probates, which can often give rise to post-mortem tax planning.. As a member of the Corporate and Business Law practice group, I am experienced in business transactions, including drafting and negotiating letters of intent, purchase agreements, leases and finance agreements. I advise clients on business entity selection and formation, and reviews business-related contracts.. Outside of my practice, I enjoy traveling to Maui, creating Hawaiian quilts, and working on my golf game.