In the Matter of the S**** Trust
Oct 31, 2014OUTCOME: Appointment of new trustee.
Transfer of administration for irrevocable trust to new trustee selected by beneficiary.
Vancouver, WA
Estate planning Lawyer at Vancouver, WA
Practice Areas: Estate Planning, Probate ... +2 more
OUTCOME: Appointment of new trustee.
Transfer of administration for irrevocable trust to new trustee selected by beneficiary.
OUTCOME: Sale of Company
Represented local dessert manufacturer in acquisition by multi-national company.
OUTCOME:
Advised owner of family business with significant real estate holdings of restructuring of entities and location to reduce tax liability upon sale and reduce liability exposure for properties.
OUTCOME: Signed, sealed, and delivered.
Successfully negotiated purchase of private medical practice by employee.
OUTCOME: Plan in place. Peace of mind for family.
Advised parents on estate planning for themselves and their family. Advised on structure for transfer of wealth if parents die when children are still minors and people to care for children emotionally ... and financially.
OUTCOME: Stock redeemed, former-owner now consulting.
Negotiated redemption of owner's interest in private business and continued consulting employment post-redemption. Also advised on maximizing after tax proceeds of transaction.
OUTCOME: Significant tax savings, protection of assets from creditors.
Assisted client in transfer of multiple businesses to creditor-protected trusts for children with significant income and estate tax savings.
OUTCOME: Assets gathered, creditors paid, inheritances distributed, and matter closed.
Represented client in probate of estate of family member. Successfully guided client through gathering of assets, paying creditors, and distributing assets to beneficiaries.