Gig Harbor, WA
Estate planning Lawyer at Gig Harbor, WA
Practice Areas: Estate Planning, Business ... +3 more
OUTCOME: Plaintiff withdrew complaint (with prejudice).
Client was sued for $160,000 deficiency after foreclosure (in a state that allows deficiency lawsuits). Threatened counterclaims against plaintiff on theories of estoppel and violations of the fair de ... bt collection practices act.
OUTCOME: $4,500,000 in additional retirement plan distributions may be achieved because of retirement plan trust
Client with retirement plan assets presently valued at approximately $400,000 sought assistance with structuring distributions during lifetimes of client, spouse and heirs. Typical distribution patter ... n would have resulted in approximately $2,500,000 total distributions to client, spouse and heirs. By using a retirement plan trust we structured a distribution pattern that may result in up to $7,000,000 in retirement plan distributions to client, spouse and heirs.
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