5555 Lakeview Drive, Suite 201
Kirkland, WA 98033
About Us
We are a law firm, with a unique approach that also makes us a "Private Client" law firm. This means that we provide personal and focused attention to every matter you bring to us. Some clients use us for our legal counseling and drafting skills; other clients work with us to bring total integration to their lifetime game plan.
Our clients come to us for:
- Wills, trusts, estate & gift tax planning
- Estate & gift tax audits
- Probate and trust administration/settlement
- Asset protection
- Business planning, operations, and succession
- Charitable planning
- Real estate
Most, but not all, of our clients have taxable estates. Our business clients own family businesses with 1 to 100 employees. And an increasing number of clients ask us to help them "put it all together" so that their finances, tax planning, and legal planning are all in harmony.
We believe that life is too important to be left to chance. We build "Success on Purpose. " Our Private Clients "Sleep Well at Night." Ask how you can join them.