Key Practice Areas: Estate planning, wealth planning, elder law, real estate, business law, guardianship, probate, trust administration, family law and tax matters.
Key Job Responsibilities: Legal representation and counseling to individuals, families, and businesses. My practice is focused in the following related areas: business formation, planning and succession; asset protection; retirement planning; wills and trusts; trust and estate administration, settlement and probate; elder law; guardianships, lifetime and testamentary charitable planning; children's and special needs trusts; insurance trusts; and a diversity of real estate matters. My counseling, plan designs, and drafting utilize the firm's exclusive Wealth Plan System™ philosophy for both personal and business success.
Meeting or exceeding client expectations in a legal matter is my foremost priority in all representations. In large part, this involves understanding the legal issues involved in a particular matter and working with every client to get a favorable result and achieve established goals and objectives. Providing zealous representation of every client in every matter while adhering to the professional rules of ethics at all times.
Frequent speaker and lecturer on legal topics for professional groups and the public.
Licensed Jurisdictions: Washington State Bar Association (WSBA), Oregon State Bar Association (OSB), American Bar Association (ABA), Federal Bar Association (FBA), United States District Court Western District of Washington, U.S. Bankruptcy Court Western District of Washington and United States Tax Court.
Job Satisfaction: I enjoy assisting my clients to achieve their goals and realize their dreams. As a lawyer, I have to deal with an array of difficult, sad and troubling issues that impact people's lives emotionally and financially. I strive to be understanding and compassionate in all matters. For my business clients I truly enjoy watching those I represent do well and prosper. Small and closely held businesses are the backbone of our country and I am proud to do my part for those who choose to be entrepreneurs.
Personal Interest: I enjoy boating throughout the Puget Sound, San Juan and Gulf Islands. While boating I enjoy dropping anchor and relaxing with a good book, a glass of wine and fresh seafood. I enjoy sporting events of all types and want desperately to become a better golfer!