I am conscientious and endeavor to give my clients the most appropriate advice and... more
I am conscientious and endeavor to give my clients the most appropriate advice and counsel at all times. I try to provide clients thoughtful practical solutions on the most cost-effective basis possible. I am also an avid hiker, naturalist and conservationist, having grown up in the Scouts, the Sierra Club, The Mountaineers, and the Audubon Society. When I'm not working, I spend almost a... view profile
R. Thomas Olson advises clients with respect to formation of business entities and... more
R. Thomas Olson advises clients with respect to formation of business entities and the appropriate form in which to conduct business. He also handles legal matters that businesses encounter in their operations. His practice includes ownership transition and estate planning for the principals of closely held businesses. Tom’s clients include design professionals, as well as a variety of clients ... view profile
Marcia chairs Graham Dunn's Wealth Management Team and is a former member of the... more
Marcia chairs Graham Dunn's Wealth Management Team and is a former member of the firms Board of Directors. She has over 25 years of experience counseling individuals about wealth transfer and succession planning, including estate planning and administration, probate, trusts and related tax matters. Marcia is a frequent speaker at professional and community conferences about estate plann... view profile
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.