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Private Client Services

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Private Client Services

Securing legacies with thoughtful, informed planning.

Plans for the disposition of an individual’s assets are governed by increasingly complex laws. Careful financial and estate planning can ensure that wishes and directives are fulfilled.

Clients seek our counsel on a range of trust and estate planning services, including: 

  • Preparation of wills, trusts, powers of attorney, healthcare, and other documents. 
  • Development and implementation of complex gift and estate tax planning strategies. 
  • Probate and trust administration. 
  • Family office services. 
  • Preparation of estate and gift tax returns and audit representation. 
  • Counsel related to tax-exempt organizations, public charities, donor-advised funds, private foundations, and charitable trusts. 
  • Advice on fiduciary duties of trustee, executors, officers and directors, and liability avoidance. 
  • Guidance on business succession and tax planning, including shareholder agreements, operating agreements, voting trusts, creation of corporations, LLCs, and partnerships. 

We provide an extensive range of estate planning services, guiding individuals, entrepreneurs, and executives toward effective wealth transfer, tax-minimization, and charitable strategies.

How we help clients

  • Estate planning
  • Planning for entrepreneurs and executives
  • Family office services
  • Tax controversy and fiduciary litigation
  • International trust and estate services
  • Charitable planning and exempt organizations
  • Fiduciary and investment services
  • Corporate Transparency Act
  • Federal tax

Areas of Focus

Our Team

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SWallace@perkinscoie.com

Notice

Before proceeding, please note: If you are not a current client of Perkins Coie, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Perkins Coie has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing or retaining a lawyer. An attorney-client relationship with Perkins Coie or any lawyer at Perkins Coie is not established until and unless Perkins Coie agrees to such a relationship as memorialized in a separate writing.

206.359.3729
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Perkins Coie Trust Company LLC

Working in concert with the firm’s lawyers, the professionals at Perkins Coie Trust Company help our clients navigate changing tax laws, volatile financial markets, and increasingly complex investment options to ensure the long-time financial security.
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