Trusts & Estates

We have significant experience in a range of options available to clients for the protection and distribution of their estates.  We consider each clients' personal goals, needs, and budget to customize a comprehensive and focused plan in life as well as at death.  We possess the knowledge and skills to advise each client of their options and help guide them to the solution that is best for them and their family.

Basic Estate Planning

  • Wills
  • Powers of Attorney (both health care and financial)
  • Living Wills
  • Probate avoidance techniques

Advanced Estate Planning

  • Revocable Trusts
  • Marital Property Agreements (including Washington Will Agreements)
  • Prenuptial and Postnuptial Agreements
  • Irrevocable Trusts (including life insurance trusts)
  • Special Needs AND WisPACT Trusts

Estate Tax Planning

  • Gifts and charitable planning

Elder Law

  • Title XIX (Medicaid) Qualification Planning
  • Irrevocable Medicaid Trusts
  • Caregiver Agreements
  • Title XIX Application Drafting and Assistance
  • Guardianship filing and representation
  • Veteran’s Benefits assistance
  • Nursing home involuntary discharge assistance

Probate and Trust Administration

  • Document preparation and court representation
  • Estate tax returns
  • Asset administration and distribution
  • Accounting assistance
  • Income tax planning