
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
Estate Planning
Planning for Entrepreneurs & Executives
Family Office Services
Tax Controversy & Fiduciary Litigation
International Trust & Estate Services
Charitable Planning and Exempt Organizations
Fiduciary & Investment Services; Perkins Coie Trust Company
Private Client Services
Our Team

Notice
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Estate Organizer
