Kari Brotherton

Kari helps prepare standard estate planning documents for a broad range of clients, including wills, durable powers of attorney, health care directives and revocable living trusts.

Kari’s work in the business department includes business planning and advice, including starting and restructuring businesses, business transactions, succession planning, and compensation planning; tax research and problem solving; reviewing accounting records and advising on various tax matters; and advising on corporate governance for profit and nonprofit corporations. Kari also helps form nonprofit organizations and assists them in applying for tax exempt status.

Kari’s estate administration experience includes assisting those tasked with administering the estates of loved ones. Estate administration in Washington State includes court-supervised and non-intervention probate, as well as non-probate administration, including under Revocable Living Trusts. She prepares income tax retturns for a decedent, his or her estate, and any trusts established.

Kari provides comprehensive wealth and estate tax planning services, including the use of tax-saving trusts, limited liability companies and charitable organizations. Kari also prepares gift tax returns and federal and state estate tax returns.