Practices & Industries

Practices

Trusts and Estates

Hobson, Karen E.

Hobson, Karen E.

Counsel to the Firm
Portland
503.778.2158
hobsonk@lanepowell.com
Jewkes, Jenifer A.

Jewkes, Jenifer A.

Attorney
Seattle
206.223.7090
jewkesj@lanepowell.com
Kirk, Gary M.

Kirk, Gary M.

Shareholder
Seattle
206.223.6001
kirkg@lanepowell.com
Lanier, Jamie R.

Lanier, Jamie R.

Attorney
Seattle
206.223.7716
lanierj@lanepowell.com
Larsen, Janet Knauss

Larsen, Janet Knauss

Shareholder
Portland
503.778.2154
larsenj@lanepowell.com
MacLeod, Sarah

MacLeod, Sarah

Shareholder
Seattle
206.223.7721
macleods@lanepowell.com
Mautner, Gail E.

Mautner, Gail E.

Shareholder
Seattle
206.223.7099
mautnerg@lanepowell.com
Moseley, Mary Lee

Moseley, Mary Lee

Shareholder
Seattle
206.223.7132
moseleyml@lanepowell.com
Orr, Heidi

Orr, Heidi

Shareholder
Seattle
206.223.7742
orrh@lanepowell.com
Riley, Charles W. Jr.

Riley, Charles W. Jr.

President
Seattle
206.223.7959
rileyc@lanepowell.com
Spratley, Dawn S.

Spratley, Dawn S.

Shareholder
Seattle
206.223.7274
spratleyd@lanepowell.com

Lane Powell’s Trusts and Estates Practice Group is comprised of a team of attorneys who practice in all aspects of estate and gift planning; business succession planning; probate and trust administration; charitable, asset protection and international estate planning; and trust, estate and guardianship disputes and litigation. We have been highly ranked in the U.S. News and Best Lawyers annual “Best Law Firms” survey and in Chambers High Net Worth for our work in trusts and estates law. Three of our Shareholders are members of the American College of Trust and Estate Counsel. Our attorneys regularly write and speak on the many complex issues that arise in estate planning and administration to local, regional and national audiences. In addition, because of our expertise and reputation for presenting complex ideas clearly, we are frequently called upon by state and local bar associations to lead seminars and presentations.

We offer a wide range of services:

  • Wills, Trusts and Related Estate Planning Documents
  • Community Property Agreements
  • Partnership, LLC and Buy-Sell Agreements
  • Sophisticated tax planning to minimize state and federal transfer taxes
  • Cohabitation, Prenuptial, Postnuptial and Other Forms of Property Agreements
  • Charitable Planning, including charitable trusts, donor advised funds, supporting organizations, private foundations and tax-exempt organizations
  • Fiduciary Representation, including Probate and Trust Administration Services
  • Preparation of federal and state Estate and Gift Tax Returns
  • Consultation and Preparation of non-judicial dispute resolution agreements
  • Representation in Estate and Trust Dispute Resolution, including mediation and, if necessary, litigation, addressing matters such as will contests, trust litigation, guardianship conflicts and IRS or state tax return audits
  • Business Planning, including business succession planning, transition of business ownership, representation of the business in tax-related matters

Our Relationship with Our Clients and Our Communities

The attorneys in Lane Powell’s Trusts and Estates Practice Group focus on personal planning for high net worth families and individuals, frequently working in collaboration with our individual clients’ entire team of personal planners (which can include financial advisors, wealth management consultants and accountants) to complete personalized plans that fit each client’s unique circumstances. We assist our clients with personal planning through their many stages of life. We build long lasting relationships with our clients and their multi-generational families, addressing their legal needs from premarital and estate planning for a young family, to wealth transfer and business succession strategies in the later years. We also take great satisfaction from active involvement in our local communities through service on boards of directors for a variety of not-for-profit organizations.

Our Approach to Planning

We focus on creating customized, personal plans that fit each client’s individual circumstances and goals with innovative solutions that tackle challenges arising from:

  • Federal and State Estate Taxes
  • Business Succession Planning
  • Income Tax Planning
  • Charitable Planning
  • Asset Protection Planning
  • Prenuptial and Property Status Agreements

In addition, we work with families after the death of a loved one, assisting with:

  • Probate and Trust Administration
  • Advising Heirs and Beneficiaries (including surviving spouses and younger generations

Our Approach to Challenges

Unfortunately, even with the most careful planning and best of intentions, personal planning may be challenged by the Internal Revenue Service (IRS) or by other family members. Our attorneys have extensive experience representing clients before the IRS. We also have extensive experience representing fiduciaries, beneficiaries and family members in probate, trust, guardianship and vulnerable adult litigation.

Trusts and Estates

Hobson, Karen E.

Hobson, Karen E.

Counsel to the Firm
Portland
503.778.2158
hobsonk@lanepowell.com
Jewkes, Jenifer A.

Jewkes, Jenifer A.

Attorney
Seattle
206.223.7090
jewkesj@lanepowell.com
Kirk, Gary M.

Kirk, Gary M.

Shareholder
Seattle
206.223.6001
kirkg@lanepowell.com
Lanier, Jamie R.

Lanier, Jamie R.

Attorney
Seattle
206.223.7716
lanierj@lanepowell.com
Larsen, Janet Knauss

Larsen, Janet Knauss

Shareholder
Portland
503.778.2154
larsenj@lanepowell.com
MacLeod, Sarah

MacLeod, Sarah

Shareholder
Seattle
206.223.7721
macleods@lanepowell.com
Mautner, Gail E.

Mautner, Gail E.

Shareholder
Seattle
206.223.7099
mautnerg@lanepowell.com
Moseley, Mary Lee

Moseley, Mary Lee

Shareholder
Seattle
206.223.7132
moseleyml@lanepowell.com
Orr, Heidi

Orr, Heidi

Shareholder
Seattle
206.223.7742
orrh@lanepowell.com
Riley, Charles W. Jr.

Riley, Charles W. Jr.

President
Seattle
206.223.7959
rileyc@lanepowell.com
Spratley, Dawn S.

Spratley, Dawn S.

Shareholder
Seattle
206.223.7274
spratleyd@lanepowell.com

Trusts and Estates

Date
08.17.2016
07.07.2016
07.01.2016
06.10.2016
05.09.2016
01.21.2016
11.02.2015
10.07.2015
08.17.2015
07.29.2015
06.12.2015
12.30.2014
11.04.2014
09.29.2014
08.18.2014
06.13.2014
11.01.2013
08.15.2013
06.14.2013
11.05.2012

Trusts and Estates

Date
11.25.2014
06.24.2014
05.27.2014
12.18.2013
12.04.2012
10.17.2012
05.17.2011
02.15.2011
11.30.2010
10.25.2010
06.09.2010
03.01.2010
11.23.2009
10.13.2009
12.01.2008
05.09.2008
12.01.2006

Trusts and Estates

Date
11.08.2016
09.01.2016
09.01.2016
08.11.2016
05.19.2016
05.06.2016
04.26.2016
02.26.2016
11.03.2015
09.15.2015
06.13.2015
04.22.2015
11.13.2014
05.07.2014
08.08.2013
06.20.2013
12.04.2012
09.14.2012
11.16.2011
11.07.2011