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Experienced Estate attorney serving clients in United States and surrounding areas.

Jon was born in Missoula, Montana, and he attended the University of Montana, receiving his B.S. with honors in 1986 and his J.D. with honors in 1990.  After law school, Jon served as a law clerk at the Montana Supreme Court.  Since joining the firm in 1992, Jon's practice has focused on estate planning, estate and trust administration, tax planning and special needs planning.  Jon is a member of WealthCounsel and the National Academy of Elder Law Attorneys.  He chaired the State Bar of Montana's Elderly Assistance Committee, co-authoring the Handbook for Guardians and Conservators.  He has been active in the community as a member and served as president of both the Great Falls Lions Club and Children's Museum of Montana.  He has also served as President of the Cascade County Estate Planning Council.  He has served as a Commissioner for the Great Falls Housing Authority and as a member of the Board of Directors of the Montana School for the Deaf and Blind Foundation.  He currently serves a member of Great Falls Public Schools Foundation.

Experienced Estate attorney serving clients in United States and surrounding areas.

I am a former in-house bank attorney who now focuses on estate planning and planning for closely held, family businesses, including farms and ranches, from formation to succession. That focus necessarily includes real estate and water rights as well. I also draft gun trusts.. I practice in both Utah and Wyoming. My main office is in Orem, Utah, but I do have an office in Cody, Wyoming for appointments.. I chose this profession to help families and business owners plan now to be in a position to reap the benefits and pass on the rewards of their hard work. I've succeeded if, after we've worked together, you, your family, your business, and your estate are better prepared to accomplish your goals--financial or otherwise. Your concerns are my concerns. Solving your problems is my goal. To that end, I will make every effort to make sure you understand what we're doing and why.. In other words, legalese is not spoken here.. I am licensed to practice law in both Wyoming and Utah. I'm also an emeritus member of the State Bar of Michigan, the state where I began practicing law as an attorney for Michigan National Bank in Lansing, Michigan in 1981, after spending a year in a management training program with the bank while I finished law school.. I was born and raised in Powell, Wyoming, after which I attended Ricks College (now BYU-Idaho) in Rexburg, Idaho, and Brigham Young University in Provo, Utah. I did my first two years of law school at the University of Wyoming then transferred to Thomas Cooley LawSchool in Michigan, so I could begin working at the bank. I later returned to Wyoming to form Taggart Company, a partnership with my brothers in Cody, Wyoming. We worked as insurance and investment advisors to individuals and businesses, primarily in Northern Wyoming and Southern Montana.. My interest in estate planning and working with family businesses was piqued during the time I spent as a life insurance/investment advisor. Time and time again, we counseled with individuals who had created very profitable businesses only to find themselves facing the questions every small business owner eventually must face: How do I get my money out? Who can succeed me and keep this company, farm, or ranch running and profitable? My goal with my business clients is to help them answer those and other questions they must address, often beginning with the first one for many of them: C or S corp, partnership or LLC.. Estate planning, of course, goes hand in hand with these and other concerns that individuals have as they look over what they've created and imagine how their loved ones can benefit from their hard work. My goal is always to help them achieve their goals.. I am also a freelance financial/business writer, something I've been doing since 1996. My writing has appeared on the pages of various Bloomberg, Schwab, and Fidelity magazines, as well as on ,  and other print and online publications. I have also written for Northern Trust, Morgan Stanley, Zions Bancorporation, Wilmington Trust, Wells Fargo, LaSalle Bank, Smith Barney, KeyBank, Franklin Covey, and Private Wealth Management, among others. In addition, I occasionally ghostwrite by-line articles for major financial services firms.. Finally, I'm an adjunct professor at Brigham Young University, where I have taught writing every semester since 1998. During the last six years, I have also had the opportunity to teach courses at BYU in American government (4 years) and legal writing (2 years).

Although the term "lawyer" may not warrant the respect it should, especially in trusts and estates law (estate and tax planning, probate, trust planning and administration, business formation and compliance, etc.) which requires constantly learning and staying up to date in several areas of law and business, having access to cutting edge and accurate information and being able to not just understand what it all means, but being capable of explaining it on a complex or simple level, as well as applying it to practical situations or coming up with creative solutions; it demands extreme attention to detail and advanced analysis and research skills, while it simultaneously requires being an attuned listener to a client, using people skills and communicating with each person on his or her unique level of interest, intelligence and care. I myself never knew about trusts and estates law and how it applies to and benefits everyone to different degrees on various levels, until I was introduced to it by someone who both knew about it and my particular personality. Both of my parents were in the medical field and I was raised caring about others. I thrive on helping people in ways that many do not think relief is available to them or would be costly, and then providing various services in a professional manner which yield happy clients that benefit from the organization, legal compliance, tax savings, security, protection and more which are just a few of the beneficial consequences to estate planning and administration. I also enjoy running my own practice and having the liberty to often invent or take care of various needs or concerns of clients which do not fall into any particular category, which utilizes my unique skill set and achieves the objectives my clients seek... which at times, neither of us planned, and such tasks or services naturally emerged when the elements of the client's need(s) and trust were harmoniously met with my sincere will to understand the issue(s) and come up with a creative and effective solution.

Experienced Estate attorney serving clients in United States and surrounding areas.

Stuart Simone’s legal career has been expansive, litigating in limited and unlimited state court, bankruptcy court, administrative and federal court, as well as mediations and arbitrations. Prior to Simone Legal, Mr. Simone was the Managing Partner Attorney of a top consumer Los Angeles real estate, bankruptcy, and estate planning law firm in Southern California.. Mr. Simone has also worked on Mass Action Tort Lawsuits against the large banks that many believed caused the 2008 crash, including Countrywide, Wells Fargo, Chase, Bank of America, and Citi. In the aftermath is the Great Recession of 2008, Mr. Simone represented individual homeowners in the Los Angeles area who were wrongfully facing foreclosure and loss of their homes.. Mr. Simone has always fought for the individual against various business entities, from national banks to virtually all kinds of employers.. Stuart Simone is currently focusing on Estate Planning - "Everyone who owns property needs an Estate Plan!" - Real Estate Transactions and LLC Formation.  Being a Real Estate Investor himself, he enjoys working with RE Investors, and offers a "Peace Of Mind Package" consisting of an LLC, Deeds, Living Trust and a bundle of Estate Planning documents which gives clients Asset Protection and Estate Planning for one low price.. For a FREE LEGAL CONSULTATION, please go to to schedule an appointment.. Admitted to Practice: *All Courts for the State of California *U.S. District Court Central District of California. Education: UCLA, Bachelor of Arts (English) Law School: Southwestern Law School, Juris Doctorate.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

I am honored to be able to provide full-service legal representation to the East Plateau area of Pierce County.  For more than 25 years, our office has been a steady presence here in Bonney Lake.  I practiced for more than 10 years with Hal Geiersbach, who was lucky enough to retire in June 2013,  offering experience in real estate, contracts and business planning, personal injury, bankruptcy, estate planning and trust work, probate, and civil litigation.. Darlene Hoffman, our certified legal assistant, and Brenda Conner, our Limited Practice Officer and Escrow Manager, have each been with the firm more than twenty years!. We are conveniently located on Highway 410 (right next door to Wendy's) - easy access from Highways 512, 167, and the Auburn Enumclaw highway.  Consider our outstanding service and fair prices in choosing the firm that will best be able to represent you.. I have lived in Pierce County my entire life and am deeply connected to the members of our community.  My husband, Chris, and I have a son in college, as well as two children in the Puyallup School District.  We spend our free time coaching youth soccer and softball and, when we can get away, fishing and exploring the Washington coast.

Clients have the highest priority in my office, I strive to get them excellent results, and treat everyone with the respect they deserve.. I have many years of experience with Real Estate Issues, Personal Injury matters, Auto Accidents, Civil Litigation, Family Law, Wills and Trusts, Immigration Law, and Criminal Defense.. In addition, I work with several trusted Attorneys that specialize in a variety of different fields. If for some reason, I cannot take on your case, I will refer you to a trusted and competent Attorney. I am also fluent in Spanish. Call today for a private consultaion.

Experienced Estate attorney serving clients in United States and surrounding areas.

Scott A. Williams is an attorney and counselor at law whose practice is limited to Estate Planning and is licensed in both Ohio and New York.  Mr. Williams received his B.A. from Purdue University in 1987 and his J.D. from Cleveland-Marshall College of Law in 1990.  Shortly after graduating from law school, Mr. Williams founded his law firm Scott A. Williams & Associates, LPA.  In 2019, attorneys Jennifer M. Allen and Raymond J. Casey were named as partners and the law firm became Williams Allen Casey LPA.. In addition to practicing law, Mr. Williams served as a senior manager with the National Network of Estate Planning Attorneys, LLC, where he was responsible for the professional development of hundreds of attorneys throughout the country.  Mr. Williams has also been an active instructor with the National Network in their 24 month post-doctoral Practicum Programs.. Mr. Williams is a co-author of Legacy: Plan, Protect and Preserve Your Estate (1996) and Generations: Planning Your Legacy (1999), as well as several other legal treatises published for attorneys.  He is a frequent speaker to both the public, professional organizations, financial advisors and attorneys.. Mr. Williams is also a co-founder and principal of Advanced Planning Solutions, LLC, an innovative software company that provides cutting edge software tools for estate planning attorneys.  He is also the co-founder of the LifeSpan™ Legal Services program which develops new estate planning strategies for attorneys and the public.. He is an active member of St. Barnabas Episcopal Church in Bay Village Ohio where he serves as Junior Warden and co-chairs the Stewardship Committee.

Mark Swatik is a Certified Legal Specialist in Estate Planning, Trust and Probate law under the State Bar of California, Board of Legal Specialization, which is a distinction held by less than 1% of California attorneys. Mr. Swatik practices in the area of Estate Planning, Revocable and Irrevocable Trusts, Probate, and Trust Administration.  Mr. Swatik’s practice also includes advanced tax planning, Asset Protection, Special Needs planning, and Elder law, as well as civil litigation with an emphasis in Trust and Will contests, Personal Injury & Wrongful Death.. Mr. Swatik also works with financial advisors and CPA’s to assist their clients in drafting complex irrevocable trusts, including Dynasty Trusts, Grantor Retained Trusts (GRATS/GRUTS), Intentionally Defective Grantor Trusts (IDGTS), Qualified Personal Residence Trusts (QPRTS), Irrevocable Life Insurance Trusts (ILITS), Family Limited Partnership Trusts (FLPS), Spousal Lifetime Access Trusts (SLATS), and Charitable Remainder/Lead Trusts (CRATS/CRUTS/CLATS).. Mr. Swatik was a partner at the firm of Sanders, Montalto and Swatik, LLP, and in 2015, Mr. Swatik was invited to join the premier estate planning, business and real estate law firm in the South Bay, Burkley & Brandlin, where he was named as a partner and the new firm name has now become Swatik & Brandlin LLP.. Mr. Swatik is also a licensed California Real Estate Broker, which has been very beneficial in overseeing dozens of real estate transactions during probate and trust administrative matters.. Mr. Swatik brings an extensive background in business management to the firm’s Estate Planning practice, differentiating him from many other Estate Planning attorneys. Additionally, because Mr. Swatik not only drafts trusts and Estate Plans, but litigates them in court, he is provided a unique perspective in understanding the shortcomings of many trusts, and how to perfect them whether it be in the area of tax avoidance, creditor protection, or simply protecting the client’s wishes from being successfully challenged later in court.. In addition to his legal experience in areas of estate planning and administration, Mr. Swatik is an honorably retired Police Sergeant, who managed Internal Affairs, Detectives, Training and Hiring, Administration and served as the Team Leader for the SWAT/Hostage Crisis Negotiations Team.  Mr. Swatik has extensive experience and training in Risk Management and civil liability pertaining to Public Sector employment.  Mr. Swatik has provided “Use of Force” expert testimony and has been the designated City representative regarding policies and procedures in Federal and State courts.  Mr. Swatik also assisted in multiple federal and state civil litigation matters pertaining to municipal defense against civil rights and tort claims. Mr. Swatik has also testified before State Senate and State Assembly Committees for Senate Bill 506 (2005) and Assembly Bill 1595 (2005), and assisted in the drafting of these documents, both of which have been passed into current laws regarding Public Safety Professional’s Privacy Rights.. Mr. Swatik has authored Risk Management newsletters and offered instruction to police agencies on administrative, legal and procedural matters.  Mr. Swatik had been the Department’s designated investigator/facilitator during 4 Civil Service Commission disciplinary hearings involving excessive force and police misconduct.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.

A native southern Californian, Emily graduated from Scripps College in Claremont with a B.A. in Honors Economics and Psychology. After three years working in Washington, D.C. for an economic expert witness, Emily returned to California to attend law school at University of Southern California. While in law school, Emily served as vice president of the Public Interest Law Foundation and Editor-in-Chief of the Interdisciplinary Law Journal.. After graduating from law school and being admitted as a member of the California Bar, Emily began practicing estate planning and tax law at McDermott, Will & Emery, where she catered to high net worth individuals and families. While practicing at the firm, Emily counseled clients on income, estate, generation-skipping transfer, gift, and property tax issues.  She also provided advice on all phases of planning from creating and implementing an initial plan through probate and administration.  Emily additionally assisted clients in more complex planning matters involving the formation and ongoing operation of tax-exempt organizations and LLCs as well as the strategic use of various estate planning tools such as intentionally defective grantor trusts, GRATs, QPRTs, insurance trusts, fictitious name trusts, and property leases.. After starting a family, Emily opened her own estate planning practice in South Pasadena where she lives and works with her husband and young children.

I graduated from Loyola Law School in Los Angeles and have been a practicing attorney since 1991. Over half of my practice is devoted to estate planning, special needs trusts, conservatorships and elder care issues. I also have extensive experience representing neutral fiduciaries in contested matters. I have a passion for the disabled and disenfranchised, and I'm a dedicated to the caring and professional practice of law.

Experienced Estate attorney serving clients in United States and surrounding areas.

Experienced Estate attorney serving clients in United States and surrounding areas.