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Gerald Bernard Treacy JR

Gerald Bernard Treacy JR

Practice areas:

Probate, Estate Planning, Tax, Guardianship, Trusts

About Me

The Treacy Law Group, PLLC is a boutique law firm headquartered in
the Seattle, Washington area, yet with a national reputation and
practice.


 


Mr.
Gerald B. Treacy works with affluent individuals and families, as well
as with corporations, partnerships, LLCs, and their owners, in the
Pacific Northwest and nationally.  Gerry has also created a large
number of charitable organizations, including private foundations,
private operating foundations, supporting organizations, and public
charities. 


 


A frequent lecturer in Washington State and around
the nation on estate planning and charitable giving topics, Gerry has
published several books and numerous articles in his areas of focus,
including treatises on Washington guardianship law, administration, and
litigation; gift, estate, and generation-skipping transfer tax aspects
of community property; and charitable supporting organizations.  With
over 20 years’ experience in handling legal matters for his clients,
Gerry has served as partner for two of the nation’s largest law firms. 
He also offices in the West Sound, serving clients in Kitsap, Mason,
Jefferson, Clallam, and Island Counties as well as King, Pierce and
Snohomish Counties.  Gerry is a Fellow of the American College of Trust
and Estate Counsel (ACTEC), and is listed in Who’s Who in America and Who’s Who in the World (2000).  He was recently awarded BNA’s “Certificate of Excellence” for his Tax Management Portfolio on Supporting Organizations.

More 

Practice Areas

Licensed since 1981

  1. Estate Planning: 35%
  2. Probate: 35%
  3. Trusts: 10%
  4. Guardianship: 10%
  5. Tax: 10%

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Contact Info

Treacy Law Firm, PLLC

19717 Front Street NE
Poulsbo, WA, 98370-8756

Resume

License
StateStatusAcquiredUpdated
DCActive 199505/24/2015
WAActive198207/05/2015
CAActive198105/25/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
AV Preeminent RatingMartindale-Hubbell2013
AV Preeminent RatingMartindale-Hubbell2012
AV Preeminent RatingMartindale-Hubbell2011
AV Preeminent RatingMartindale-Hubbell2010
Top LawyerSeattle Metropolitan Magazine2010
AV Preeminent RatingMartindale-Hubbell2009
AV Preeminent RatingMartindale-Hubbell2008
AV Preeminent RatingMartindale-Hubbell2007
SuperlawyerSuper Lawyers2005
SuperlawyerSuper Lawyers2003
Order of the CoifUCLA School of Law1981
summa cum laude graduateRider College1973
Andrew J. Rider ScholarRider College1973
Who's Who In the WorldMarquis Who's Who in the WorldN/A
Who's Who in AmericaMarquis Who's Who in AmericaN/A
BNA Certificate of ExcellenceBureau of National Affairs Tax ManagementN/A
Who's Who in American LawMarquis Who's Who in American LawN/A

Work Experience
TitleCompany NameDuration
AttorneyMontgomery Purdue Blankinship & Austin2000 - Present
AttorneyTreacy Law Group, PLLC1998 - Present
AttorneyMcGuire Woods Battle & Boothe1994 - 1996
AttorneyPerkins Coie1982 - 1994
AttorneyGibson Dunn & Crutcher1981 - 1982

Associations
Association NamePosition NameDuration
Kitsap County Estate Planning CouncilMember2006 - 2007
Eastside Lyric TheatreBoard2005 - 2007
Kitsap Peninsula OperaBoard, Officer2002 - 2004
Merrill Lynch National Attorney Advisory BoardMember2002 - 2006
Washington Planned Giving CouncilOfficer1997 - 1998
The Center for Family Enterprise, George Washington UniversityDelegate1996 - 1997
Planned Giving Study Group of Greater Washington, DCMember1995 - 1996
Virginia Planned Giving Study GroupMember1995 - 1997
Planned Giving Committee, Alexandria Hospital FoundationMember1995 - 1997
Professional organizations and associationsMember1995 - 1997
Washington Planned Giving CouncilOfficer1993 - 1994
Seattle Symphony Planned Giving BoardMember1993 - 1994
American College of Trust and Estate CounselFellow1993 - 2007
Washington Dental Services Planned Giving BoardMember1992 - 1994
University of Washington Estate Planning BoardChairman1991 - 1992
United Way of King County Endowment Fund CommitteeMember1987 - 1989
University of Washington Estate Planning BoardMember1986 - 1988
Seattle-King County Red Cross Advisory BoardMember1985 - 1989
Washington Charitable Solicitations Act Revision CommitteeMemberN/A
Washington Guardianship Law Revision CommitteeMemberN/A
Planned Giving Today, Editorial Advisory BoardMemberN/A

Publications
Publication NameTitleDate
Trusts & EstatesNot SO Bad2009
Tax Management Estates, Gifts, and Trusts JournalNew Guide Sheets on Supporting Organizations2008
Taxation of ExemptsSupporting Organizations After the Pension Protection Act2007
Trusts & EstatesCold Snap for DAFs2007
LEXIS NEXISWashington Guardianship Law, Administration and Litigation2006
Trusts & EstatesWhat's Left of SOs2006
UnknownCorporate Planned Giving2006
BNA Tax Management PortfolioCommunity Property - General Considerations2005
Tax Management Estates, Gifts, and Trusts JournalPlanning for Community Property2005
BNA/Tax Management Web ArticleDe-UBITizing the CRT2004
Digest of Tax ArticlesAlternate Corporate Giving Formats2003
BNA/Tax Management Web ArticleA Wake-Up Call for Supporting Organizations2003
BNA Tax Management Portfolio Supporting Organizations2002
Planned Giving TodayA Taxonomy of Tax-Exempts1997
Planned Giving TodayBecoming SO-Friendly1997
Planned Giving TodayThe Very Versatile Disclaimer1997
Estate Planning magazineSupporting Organizations1997
Estate PlanningPlanning to Preserve the Advantages of Community Property1996
UnknownAnother Way to Reach Family Business Owners1996
Planned Giving TodayPart of the Truth About Attorneys1996
Planned Giving TodayAccelerate Your Charity's CRT Interest1996
UnknownHow to Entice Your Entrepreneurial Donors1994
The Practical PhilanthropistA Timely Review of the Categories of Tax-Exempt Organizations1992
National Conference of Bar Foundations NewsletterFundamentals of Taxation1991
UCLA Law ReviewRelease Bond Statutes1980

Education
School NameMajorDegreeGraduated
University of California at Los Angeles School of LawLawJD - Juris Doctor1981
Rider UniversityN/ABA - Bachelor of Arts1973

Speaking Engagements
Conference NameTitleDate
Kitsap County Estate Planning CouncilPension Protection Act of 20062007
Annual Conference, AIPInsurance Opportunities in Corporate Philanthropy2006
AALU Annual ConferenceNew Insurance Opportunities2006
Washington Estate Planning Council MeetingAn Overview of Corporate Charitable Giving2003
48th Annual Estate Planning SeminarCurrent Developments in Charitable Planning2003
24th American Council on Gift Annuities ConferencePlanning Opportunities with Supporting Organizations2000
Pacific Life Educational SymposiumTurning Tax Liabilities Into Legacies1998
Washington Planned Giving Council Annual Conference509(a)(3) Supporting Organizations1997
Portland Estate Planning Council and RoundtableAdvanced Topics in the Use of 509(a)(3) Supporting Organizations1997
National Planning Conference509(a)(3) Supporting Organizations1997
Council of Jewish Federations Joint VentureAdvanced Topics in the Use of 509(a)(3) Supporting Organizations1997
Annual Spring Tax SeminarSupporting Organizations1997
Virginia CLE SeminarTrustee Issues1996
OMI 32nd Non-Profit Legal and Tax ConferenceAn Attractive Alternative to Private Foundations1996
Advising NonProfit OrganizationsPlanned Giving1996
Accounting Television Satellite NetworkSupporting Organizations1996
Accounting Television Satellite NetworkAdvanced Estate Planning Techniques1996
Virginia Society of CPAs ConferenceFederal Gift, Estate, and Generation-Skipping Transfer Taxes1995
Virginia CLEPlanning for Modest Estates1995
National Academy of Arts and Letters ConferenceTen Steps Toward a Planned Giving Program1995
Washington State Bar Association CLEEstate Planning With Limited Liability Companies1994
Best of CLE 1992New Guardianship Act1992
Mid-Year ConferenceGuardianship Legislation1990
How To Probate an Estate and Handle Post-Mortem MattersChairperson, 1988-911988
Where There's A Will There's A Way, TV seriesEstate Planning1986