Our tailored practice areas provide us with the flexibility and economy to deliver sophisticated legal solutions in a more personal and authentic way than traditional big firms, while still being able to assist clients with all aspects of legal services through our extensive network of referral sources.

We are proud of the fact that many of our clients have been with us for 10+ years and that the overwhelming majority of our business is from returning clients and referrals.

Practice Areas & Legal Services

Estate Planning

Our estate planning practice is driven by the knowledge that each client's situation is unique and requires planning that is tailored to meet their individual goals. We work closely with our clients to help them to make informed decisions that will achieve their family, business and tax objectives and provide them with peace of mind.

For clients that are looking for family security, but don't necessarily have estate tax concerns, our basic services include: preparation of Wills, Revocable Living Trusts, Durable Powers of Attorney, Health Care Directives, and coordination of life insurance and beneficiary designated accounts with the estate plan.

For clients with more significant estate values, evaluation of Washington state and federal tax considerations is critical. We apply techniques to reduce the overall transfer tax (i.e., gift, estate and generation-skipping transfer taxes) burden on the transition of family wealth through various forms of lifetime transfers. This includes outright gifts, gifts to Grantor Retained Income Trusts, gifts to Qualified Personal Residence Trusts, gifts to Grantor Retained Annuity Trusts, Private Annuities, and Installment Sales to Grantor or Nongrantor Trusts, and the preparation of Gift Tax Returns.

Self Directed IRA Consulting

The use of retirement funds to invest into "nontraditional" assets (e.g., real estate, closely-held companies, private lending, etc.) has grown dramatically over the past 15 years. These accounts are often referred to as "self-directed IRAs", but they actually come in many forms and "structures" - for example, self-directed IRA-owned LLCs. Our attorneys have worked with thousands of clients who have utilized these unique investment structures. Legal and tax concerns that are often dealt with include: prohibited transactions, unrelated business taxable income (UBTI), and other IRS compliance matters. Our attorneys are widely regarded as national authorities on self-directed IRA and IRA-owned LLC legal and tax matters.

Business Counseling Services

Whether an existing business or a new venture, our team regularly counsels clients on issues such as choice of entity, structuring of ownership and agreements, and tax consequences of various transactions during operation as well as upon sale or closing of the business. We strive to create a seamless partnership with our clients and their other professional advisors in order to provide clients with timely and responsive team-oriented solutions to most any legal issue that may arise.

Tax / IRS Controversy

Our demonstrated knowledge and years of experience in the field give us the expertise to advise our clients, whether entities or individuals, through the most difficult and complex levels of the tax law. Whether the legal issue involves estate planning, business structuring, or retirement plans, there are almost always tax law issues to consider. Our attorneys also assist our clients in resolving disputes with the Internal Revenue Service (IRS), U.S. Department of Labor (DOL), Washington Department of Revenue, and other tax/regulatory bodies.

Meet Our People

Our attorneys develop creative solutions with flexible fee structures in order to give our clients the maximum amount of control over their budgets, giving them the best legal services at a price that reflects the value we bring.

What We're Talking About

On June 24th, ProPublica’s Justin Elliott published an article entitled, Lord of the Roths: How Tech Mogul Peter Thiel Turned a Retirement Account for the Middle Class Into a $5 Billion Tax-Free Piggy Bank.  The article immediately received a lot of attention, with the term “Roth IRA” (of all things!) trending on Twitter.  I was particularly interested in … Continue reading [OPINION] Is Peter Thiel’s $5 billion Roth IRA legally valid? There are many reasons for doubt.

Read the full article »

Fee Arrangements

Our flexible fee structures are intended to provide the highest value to our clients by giving them a greater degree of control over their budgets. We believe that this fosters the best attorney-client relationships because it helps to remove any billing surprises or unexplained costs. Examples of these fee structures include:

Flat Fee

Flat or fixed fee arrangements are arrangements whereby the attorney agrees to handle a matter or group of matters for a specified sum. The specific nature of any fixed fee arrangement can be tailored to the nature of any given matter. Clients who desire budgeting certainty often find fixed fee arrangements attractive.

Capped Fee

While determining the "scope of services" is still vital to this strategy, capped fees provide some flexibility by creating a not-to-exceed billing ceiling. This model is favorable when both sides know there is a significant degree of unpredictability in the resolution of the legal concerns.

Billable Hour + Floor and Ceiling

This structure allows us to keep the traditional billable hour model as a base while protecting both us and our clients in the event that the volume of work is significantly lower or higher than anticipated.

Contact Us

Please Note

The building’s parking garage can be accessed off of Republican St. (alley behind building).