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Vijay A Gosalia

Estate planning Attorney at Redmond, WA

4.7   18 reviews
  • State Years
    Kansas - KS 4 years
    Washington - WA 16 years
  • Licensed for 4 years
    State KS
    Acquired 2019
    Status
    Active No misconduct found
  • Licensed for 16 years
    State WA
    Acquired 2007
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Vijay

Learn Vijay’s areas of practice.

2
Practice areas

Vijay Gosalia is a founding member of Ortiz & Gosalia, PLLC.  He currently provides legal services in the areas of tax controversy, bankruptcy and estate to establishing Ortiz & Gosalia, PLLC, Mr. Gosalia provided legal services as a solo practitioner at Gosalia & Associates, LLC from 2009 through June 2011.  Mr. Gosalia currently serves as an attorney at the Federal Tax Clinic at the University of Washington providing pro-bono tax services to clients and has done so since 2008.  In addition to being admitted to practice in the State of Washington, Mr. Gosalia is admitted to practice before the U.S. Tax Court and the Western District of Washington.  From 2006 through 2009 Mr. Gosalia worked as a contract attorney providing legal support in complex litigation cases.  Prior to becoming an attorney, Mr. Gosalia worked at Zurich Investments providing financial services to clients.

 

 

Mr. Gosalia received his Bachelor of Science in Business Administration from Creighton University with a major of Finance in 2000 where he graduated cum laude.  In 2003 he received his Masters Degree in Finance from Seattle University where he focused on corporate and investment finance. In 2005 he received his Juris Doctorate from the University of Kansas with a focus in international law, and in 2010 he received his LL.M. in tax law at the University of Washington which focused on domestic tax law.

Location

Ortiz & Gosalia, PLLC
15446 Bel-Red Rd Suite 101
Suite 101
Redmond, WA, 98052
Ortiz & Gosalia, PLLC
1100 Dexter Ave
Suite 100
Seattle, WA, 98109
Ortiz & Gosalia, PLLC
5400 Carillon Pt
Building 5000
Kirkland, WA, 98033
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Reviews

4.7 / 5.0
  18 customer reviews
Posted by anonymous | February 19, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Vijay - Did a great job
My wife and I set up a family trust with Vijay. He was complete, knowledgable and very professional. We had 2 meetings, one to assess the design of the trust and one to sign all the papers. More important than the process (which Vijay has honed to be very efficient) is that the structure of the trust will provide for our kids in every conceivable eventuality. The materials Vijay gave us helped us think through them all and Vijay was available to consult on any subtle points. Very satisfied with not just the service rendered but that legal vehicle that we established will take care of our kids.
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Posted by Brenda | November 22, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Very satisfied Client
Professional, personable and an expert in his field. The decision to contact him was based on reviews that I read, so now it is my turn to 'pay it forward'. Vijay was able to thoroughly explain the inner workings of a Trust and all of the components involved. The entire process was smooth and straight forward. The office support staff is equally superb. I would highly recommend Vijay and his team.
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Posted by anonymous | September 12, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
Vijay clearly layed out the different Estate options available and then quickly worked with me to produce the will.
Posted by Sandeep | March 28, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Friendly, professional, competent!
I went to Vijay for estate planning help. I had a lot of questions. Throughout the process, he patiently explained all my options, answered all my questions, and helped me make informed decisions. I'll certainly go back to Vijay for any other legal needs I have.
Posted by anonymous | November 30, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Great attorney
Consulted the lawyer for estate planning.It was very smooth and Vijay was diligent in explaining different aspects involved.
Posted by Mark | October 22, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Very responsive to follow-up trust question
In 2010 I hired Vijay Gosalia's partner, Ramón E Ortiz-Velez, to create an estate plan and revocable trust. Mr. Ortiz-Velez was very thorough and produced a comprehensive set of documents. In 2016 I consulted Mr. Gosalia concerning a certificate of trust required for a real estate transaction in Texas. He was very accommodating and timely in his response.
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Posted by Jen | October 18, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
Vijay was excellent. He took the time to discuss our needs and then explained all the options available to us and the pros and cons of each choice. He answered all our our questions thoroughly. Additionally, Vijay was available to answer questions via email as needed. Attentive, friendly and helpful staff as well.
Posted by anonymous | August 30, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Thank You
Mr. Gosalia is an exceptional consultant with legal matters. We have very little experience with the matters we entrusted to him thus building trust was a key component in choosing him to represent our interests. We would highly recommend him and his law firm and continue to be his clients.
Posted by Suriya | August 26, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning for my family
I had the pleasure to work with Vijay and his colleague Ramon in developing an estate plan for my family. Vijay was extremely courteous, professional and was very thorough in understanding our specific situations before suggesting the plan and making changes to an out-of-state plan that I had in the first place. During the entire review process, Vijay explained different scenarios with specific examples to ensure I understand the issue in real concrete terms. This helped me make good decisions about the plan. I was very impressed with the knowledge Vijay had demonstrated in the different taxation situations. I would highly recommend Vijay.
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Posted by Vaibhav | August 26, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Professional and thorough work
My wife and I engaged Vijay Gosalia's firm to get our living will done. Their approach was very professional and thorough. They told us in advance what information to bring along to the first meeting and took the time to understand our specific requirements. They did a thorough job in preparing the documents. They are definitely someone I would recommend.
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Posted by Bishara | August 25, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Smooth comforting experience
Estate planning involves a lot of uncomfortable discussions, Vijay was very easy to work with, he took the time to explain terms/details multiple times, was responsive on phone/email and eased my wife and I throughout the whole process.
Posted by Roger | August 21, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Creating a Joint Revocable Living Trust
Vijay conducted an initial review with us to determine our interests and needs with regard to estate planning, and in subsequent visits walked us through options ranging from a simple will to a living trust, with all of the additional features that are typically considered, such as powers of attorney. He answered our innumerable questions in a clear, understandable manner and maintained a full awareness of our specific family needs and desires throughout multiple visits. He prepared all the necessary documentation in a very reasonable time frame, reviewed everything with us in detail, and provided final signed documents in fully indexed and compete portfolio. Throughout this process, Vijay demonstrated thorough knowledge, experience, advice in considering available options, and an excellent ability to understand and relate to our specific needs and interests. We are very gratified that we chose such a skillful legal professional.
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Posted by anonymous | August 19, 2016
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
truly cares about clients
I was refered to Vijay when he was a student at UW to help me with a tax issue from a company that went bankrupt and the owner and his partner disappeared. Since they went to the next person in line I was charged with all the taxes they owed.
Posted by Aaron | August 19, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Fantastic Estate Planning Services
My family has used Vijay's firm and his services for years and his process is excellent. His approach is kind and respectful and quite efficient. I definitely recommend him and the product he provides his clients is extremely professionally done and gives us great comfort knowing our preferences have been captured.
Posted by Annie | August 18, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Beyond just a will
Working with Vijay was great. He was able to help us understand the basics about estate planning/our will and what limitations we had with the current model. He and his team were professional, quick to respond and flexible with scheduling. We look forward to using them again in the future for any trusts, etc.
Posted by Jim | March 23, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Estate Planning
Vijay has for many years handled our estate planning. From its inception through changes in life situations and laws and regulations Vijay has always done a first rate job of keeping us informed about our options along with insightful recommendations about courses of action. I have spent more than forty years in high levels of sophisticated finance both practice and theory and I have found Gosalia and Ortiz to always be spot on in their analysis and advice. I highly recommend Gosalia and Ortiz for estate and tax planning.
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Posted by George | September 10, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Very helpful and professional
We used Mr. Gosalia services for help with our will preparation. He was very punctual and detailed in explaining all the matters related to will and very professional while handling the details. Definitely will recommend him.
Posted by Jason | March 2, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Needed Will
My wife and I needed a will drafted and picked Vijay since he was available through my workplace's legal plan and well reviewed. Our goal was to set up something fairly simple that would take care of our assets should we both pass at once. Our assets are not massively complex and we just needed something that was relatively straight-forward, yet legally binding in how our assets should be disbursed. Vijay opened with explaining how a Trust was the correct route for us. My wife and I were concerned about some of the complexities involved in setting up a Trust and emphasized we just wanted something fairly simple that would hold up should anything get challenged in court. He confirmed that a Will would in fact accomplish what we wanted yet he still continued to insist that a Trust was the much better option for reasons we had clearly indicated earlier were not important to us. We explicitly acknowledged his advice, over-ruled it, and let him know we'd still prefer a Will. He mentioned we should get a follow-up from his office in a few days. A month later we have yet to hear anything from his office. The entire experience left us wondering if he felt he wasn't adequately compensated by our legal plan for setting up a Will and was more interested in the potential revenue he'd generate by setting up a Trust for us. Which is distinctly not the impression I'd like to have of my attorney. At this point, we're starting this process over with a new attorney and we would not recommend his practice to others.
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Response from Vijay Gosalia May 22, 2018
Dear Prospective Client: I apologize you did not have a good experience with us. We assist clients with estate planning needs on a daily basis, and we have worked for years with various legal insurance providers. When discussing the estate plan concepts, we review all facts and circumstances very carefully and methodically; this allows us to assist the prospective client in determining the possible courses of action. In our years of practice, we have never had a client that has been dissatisfied with our finished product. In estate planning, there are many pitfalls and unintended consequences that may occur if the right planning is not put in place—particularly in light of the differing federal and state estate and tax laws. Nonetheless, we always recognize that the final decision for the estate plan rests with the prospective client. It is our belief that a prospective client would not want us to prepare documents on his or her behalf that may not be appropriate given the specific estate plan wishes and the facts and circumstances surrounding the case. Although rare, if a client wishes to pursue a course of action that creates an elevated degree of risk, now or in the future, we reserve the right to not accept the case or to withdraw our representation of the client in the matter. We feel it reasonable that a prospective client or client would understand and appreciate this degree of professionalism and ethical conduct. Initial consultations are designed to gather facts and information and to discuss estate planning processes in general; they are designed to pave the way for the correct course of action to follow. Once an initial consultation is complete, it is our policy to allow prospective clients time to process the information and to discuss among themselves how they would like to proceed. At the end of an initial consultation, we ask clients to get back to let us know if they have any further questions and to let us know what type of plan they would prefer. We specifically take this approach to allow prospective clients the opportunity to discuss the issues in private, and so they do not feel pressure to make a decision on the spot. It also allows our attorneys to further analyze the information obtained at the initial consultation. If we do not hear back from a prospective client within 2-3 weeks, our office will generally follow up to see if we can offer any additional assistance or guidance.
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Cost

Rates
  • Retainer Sometimes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Attorney
  • Ortiz & Gosalia, PLLC
  • 2011 - Present
  • Attorney
  • Gosalia & Associates, LLC
  • 2009 - 2011
  • Review Attorney
  • Keller Rohrback L.L.P.
  • 2007 - 2009

Education

  • University of Washington School of Law
  • LL.M - Master of Laws
  • 2010
  • University of Kansas School of Law
  • JD - Juris Doctor
  • 2005
  • Seattle University
  • MS
  • 2003
  • Creighton University
  • BSBA
  • 2000
View all education

Associations

  • Washington State Bar Association, Taxation Law Section
  • Secretary
  • 2016 - Present
  • King County Bar Association
  • Member
  • 2010 - Present
  • Attorney at University of Washington School of Law, Federal Income Tax Clinic, Pro Bono
  • Member
  • 2008 - Present
  • Washington State Bar Association
  • Member
  • 2007 - Present
  • Washington State Bar Association, Taxation Law Section
  • Treasurer
  • 2015 - 2016
  • Washington State Bar Association, Pro Bono Tax Law Commitee Taxation Section
  • Chairman
  • 2013 - 2015
View all associations

Languages Spoken

  • English

Honors and Awards

  • Preeminent 5.0 out of 5
  • Martindale-Hubbell
  • 2017

Attorney endorsements

Received (4)
Given (5)
Endorse Vijay
Estate planning Attorney | Aug 15
Relationship: Co-worker
"I wholeheartedly endorse Vijay Gosalia. Vijay is a thoughtful, caring estate planner who understands the intricate drafting requirements encompassing from the most simple to the most complex estates. His of knowledge of domestic and international income, gift, and estate tax laws and planning concepts is unsurpassed."
Estate planning Attorney | Aug 15
Relationship: Worked together on matter
"I endorse Vijay Gosalia. He is one of the most meticulous, analytical and diligent attorneys I know. Vijay is also an excellent writer and drafter. I highly recommend him."
Chapter 7 bankruptcy Attorney | Jul 10
Relationship: Fellow lawyer in community
"I endorse this lawyer. Vijay Gosalia is very knowledgeable and professional attorney with extensive experience in bankruptcy and tax controversy areas."
Estate planning Attorney | Apr 29
Relationship: Fellow lawyer in community
"I endorse this lawyer."

Avvo Contributions

This attorney hasn't created any legal answers in Q&A or legal guides recently on Avvo.

Redmond Estate planning Lawyer Vijay A Gosalia
Vijay A Gosalia
Estate planning Attorney
Redmond, WA
Licensed for 16 years