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About me

 


Katti Esp has practiced law in Bellingham since 1996, designing and implementing individualized estate plans and assisting clients with the probate process. She collaborates with families and individuals and their financial planners to retain the greatest amount of wealth for family, friends, and charities. Katti also helps her clients limit the assets transferred to the government or unintended beneficiaries. She develops estate plans designed to reduce federal and state estate and gift taxes.


 


Katti Esp also assists her clients with transferring closely held family businesses and regularly assists non-citizens with their estate plans. She is licensed to practice law in Washington and California.


 


Katti Esp received her Master of Laws in Taxation from the University of Florida. She earned her Juris Doctor, magna cum laude, from Gonzaga University School of Law, where she received academic honors for her achievements in estate planning and secured transactions. Katti graduated fromWestern Washington Universitywith a Bachelor of Arts degree. In 2013 Katti received the Estate Planning Law Specialist  designation from the Estate Law Specialist Board, Inc. an organization accredited by the American Bar Association.* In 2012, Katti received the Accredited Estate Planner designation from the National Association of Estate Planners & Councils.*


 


* The Supreme Court of Washington does not recognize certification, of specialities in the practice of law and the certification, award or recognition is not a requirement to practice law in the state of Washington.


 


 


 


 


 

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Practice areas

Licensed

  1. Estate Planning: 40%
    20 years
  2. Trusts: 20%
    20 years
  3. Wills: 20%
    20 years
  4. Probate: 20%
    20 years

Payment

Fees:

Hourly ($300-400/hour), Fixed (sometimes), Retainer (always)

Payment types:

Cash, Check

Attorney endorsements

5 total 

Are you an attorney? Endorse this lawyer

  • Emily Rose Mowrey

    Katti really knows her stuff when it comes to wills, trusts and probate matters. Equally importantly, she is willing and happy to share her expertise with other attorneys as well as the public.

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    Emily Mowrey Bankruptcy & Debt Attorney
    Relationship: Opposing Counsel on matter

  • Carrie M. Coppinger Carter

    Not only to endorse Katti Esp, but I frequently send my clients and friends to her for assistance with their estate planning needs. Everyone I have referred to her has shared with me their appreciation for her efficiency and professionalism.

    More 

    Carrie Coppinger Carter Personal Injury Attorney
    Relationship: Fellow lawyer in community

Contact info

Wealth Retention Services

301 Prospect St.

Bellingham, WA, 98225-4001

Resume

License
StateStatusAcquiredUpdated
CAActive200211/19/2015
WAActive199601/10/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Estate Planning Law SpecialistEstate Law Specialist Board, Inc. an organization accredited by the American Bar Association2013
Accredited Estate PlannerNational Association of Estate Planners & Councils2012
Champions of Justice, Pro Bono Direct Representation AwardLaw Advocates2010
Work experience
TitleCompany nameDuration
OwnerWealth Retention Services2000 - Present
Associate AttorneyEgger Betts Austin Johnson, PLLC1999 - 2000
Associate AttorneyBrett & Daugert, PLLC1996 - 1999
Associations
Association namePosition nameDuration
Northwest Washington Estate Planning CouncilImmediate Past President2015 - 2016
National Association of Estate Planners and CouncilsVolunteer on annual conference committee2014 - Present
Northwest Washington Estate Planning CouncilPresident2014 - 2015
Northwest Washington Estate Planning CouncilVice President2013 - 2014
Whatcom County Bar AssociationPresident2009 - 2009
Northwest Washington Estate Planning CouncilDirector2008 - 2011
Whatcom County Bar AssociationVice President2008 - 2008
Lutheran Campus MinistriesBoard Member2005 - 2008
Northwest Washington Estate Planning CouncilImmediate Past President2002 - 2003
Northwest Washington Estate Planning CouncilPresident2001 - 2002
Whatcom County Red Cross ChapterBoard Member2000 - 2003
Northwest Washington Estate Planning CouncilVice President2000 - 2001
Washington Women LawyersVice President of Leadership Development1999 - 2001
Northwest Washington Estate Planning CouncilDirector1998 - 2000
Northwest Washington Estate Planning CouncilMember1996 - Present
Washington State Bar AssociationMember1996 - Present
Whatcom County Bar AssociationMember1996 - 2015
Publications
Publication nameTitleDate
31 Idaho Law Review 1071Community Property Rules or American Indian Tribal Law - Which Prevails?1995
Education
School nameMajorDegreeGraduated
University of Florida, Fredric G. Levin College of LawN/ALL.M - Master of Laws in Taxation1996
Gonzaga University School of LawLawJD - Juris Doctor1995
Western Washington UniversityN/ABA - Bachelor of Arts1992
Speaking engagements
Conference nameTitleDate
Whatcom Community College Community EducationWills and Estate Planning2015
Whatcom Community College Community EducationWills and Estate Planning2014
Whatcom Community College Community EducationWills and Estate Planning2013
Two-part Estate Planning SeminarEstate planning2013
Whatcom Commmunity College - Community EducationTaking the Fear Out of Wills and Estate Planning2012
Whatcom Community College Community EducationTaking the Fear Out of Wills and Estate Planning2011
Whatcom Community College Community EducationTaking the Fear Out of Wills and Estate Planning2010
New Lawyer Education ProgramGoal Setting and Four Habits of Referability2010
Estate Planning: "Let Your Will be Known"Beneficiary Designations and Titling2010
Whatcom Community College Community EducationTaking the Fear Out of Wills and Estate Planning2009
Red Flags for Specialty AreasTop 11 Things to Watch Out for in Estate Planning2009
New Lawyer Education ProgramGoal Setting and Four Habits of Referability2009
Wills and Trusts for the GeneralistNiche Practice2008
Whatcom Community College Community EducationTaking the Fear Out of Wills and Estate Planning2008
Moneywise Women 2008Wills and Estate Planning2008
Whatcom Community College Community EducationTaking the Fear Out of Wills and Estate Planning2007
Whatcom Community College Community EducationTaking the Fear Out of Wills and Estate Planning2006
Whatcom Community College Community EducationTaking the Fear Out of Wills and Estate Planning2005
Whatcom Community College Community EducationTaking the Fear Out of Wills and Estate Planning2004
Washington State Bar AssociationThe Use of FLLC and FLLP in Estate and Gift Planning: Current Updates2004
Whatcom Community College Community EducationTaking the Fear Out of Wills and Estate Planning2003
Whatcom Community College Community EducationTaking the Fear Out of Wills and Estate Planning2002
Whatcom Community College Community EducationTaking the Fear Out of Wills and Estate Planning2001
Whatcom Community College Community EducationTaking the Fear Out of Wills and Estate Planning2000
Whatcom Community College Community EducationTaking the Fear Out of Wills and Estate Planning1999