A fresh approach with creative, innovative ideas and a tenacious attention to service.
Licensed to practice in Washington and Idaho
Practice Summary
Estate planning practice focusing on wills, revocable trusts, testamentary trust, irrevocable life insurance trusts, charitable trusts, family and farm partnerships, limited liability companies, probate and non-probate transfers and charitable giving, all with an emphasis on tax planning and wealth transfer strategies.Bar Admissions
- Washington State Bar, 1965
- Idaho Sate Bar, 2003
- U.S. Tax Court, 1966
Education
- New York University, LL.M in Taxation, 1966
- Gonzaga University, LL.B, 1965
- University of Pennsylvania, Wharton School of Finance and Commerce, B.S., 1961
Memberships
- Spokane County Bar Association
- Washington State Bar Association
- Estate and Gift Tax Committee
- Past Chair, Ethica Committee
- Real Property, Trust and Probate Section
- American Bar Association
- Tax Section
- Real Property, Trust and Probate Section
- National Academy of Elder Law Attorneys, Inc.
- Washington State Uniform Trust Code Committee
- American College of Trusts and Estates Counsel
Activities
- Adjunct Professor, Gonzaga University
- Former Member
- Guardian ad Litem Registry
- Member
Presentations & Publications
- Washington Bar Association
- Speaker and published for CLE of Washington
Honors & Awards
- Washington State Law & Politics
- Voted “Super Lawyer” in 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015 and 2017.
- Peer-Selected for listing in “Best Lawyers in America” in 2007 and 2008, 2009, 2010, 2011, 2012, 2013, 2014 and 2015.
- Top 40 Elder Law “Super Lawyers” in Washington state for 2010.
- Best Lawyer in Spokane Coeur d’Alene Living, 2012
