Johanna M Coolbaugh

Johanna M Coolbaugh

5.0
Rating: 9.6

Licensed for 18 years

Probate Lawyer at Seattle, WA
Practice Areas: Probate, Trusts, Wills & Living Wills, Litigation

701 Fifth Avenue, Suite 3300, Seattle, WA

About Johanna

Biography

Practice Areas

4

Practice Areas

Litigation 25%

Probate and trust litigation, representation of fiduciaries and beneficiaries, and general civil litigation.

25%
Probate 25%

Assist clients in probating estates throughout Washington.

25%
Trusts 25%

Draft and administer revocable and irrevocable trusts (e.g. life insurance trusts, residence trusts, charitable trusts, gifting trusts, exemption trusts).

25%
Wills and Living Wills 25%

Advise clients regarding estate and tax reduction planning. A basic estate planning package includes a revocable trust agreement, a will, health care and financial powers of attorney, a living will, and a disposition directive.

25%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Oregon for 10 years

State: Oregon

Acquired: 2015

Active

No misconduct found

Licensed in Washington for 18 years

State: Washington

Acquired: 2007

Active

No misconduct found

Location

Karr Tuttle Campbell

701 Fifth Avenue, Suite 3300, Seattle, WA, 98104

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Johanna M Coolbaugh's Reviews

Avvo Review Score

5.0 /5.0

5 Client Reviews

5 star (5)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Roxanne | July 15, 2014

Johanna is my go-to estate planning attorney in WA

Johanna is my go-to estate planning attorney in Washington State. My own estate planning practice is based in Bay Area, but I often have clients or colleagues ask me for referrals to a trustworthy and personable attorney in Seattle. I always refer them to Johanna, because of her hardworking reputat...ion and professionalism. I have also witnessed first-hand her patience and attention to detail in walking her clients through the estate planning process. Simply put, in an area of law that can be difficult to navigate, Johanna is someone I trust. My staff and I happily refer clients and colleagues to her.

Posted by anonymous | July 7, 2014

Great Blend of Technical/Personal Skills

I had recently retained Ms. Coolbaugh to update my will, which had fallen somewhat out of date. In a very expeditious manner, she reviewed my current documents, clarified with me what updates I wished to make, and got document drafts out to me which needed no editing or revising. She is thoroughl...y knowledgeable regarding the estate planning process, and also has an inviting and reassuring bedside manner. I am pleased to recommend her highly.

Posted by Harte | July 7, 2014

Stepping into big shoes, but she knows her stuff

As a CPA and estate planning peer, I've had the pleasure of working with Johanna's boss, Jim Treadwell, for several decades on mutual estate planning clients, several of which are multi-generational. In the last few years, Johanna has taken on the lion's share of the work at their end on these clien...ts and I find she is completely on-board with all the family dynamics, issues and able to devote the right about of time to managing all the details which can make or break relationships like these. I look forward to having my CPA firm work with Johanna on mutual clients in the future.

Posted by Duyen | July 7, 2014

Great Estate Planning Lawyer

Johanna Coolbaugh was proactive, thorough, and knowledgeable. She took the time to understand our personal situation and needs, thus making sure that our estate plan was comprehensive and appropriate for our family. Estate planning was something my husband and I had discussed for a long time, but we...re overwhelmed with the options and legal speak. Johanna put us at ease and made sure our plan was comprehensive--she ask questions that we hadn't even thought of. Additionally, Johanna was super responsive, whether it was via email or phone. No question was a dumb question, she answered all of our questions quickly and in language that we understood. We would definitely recommend Johanna to friends an family.

Posted by Erica | July 4, 2014

Excellent Estate Planning

Johanna put together a comprehensive Estate Plan for my husband and I that covered everything - she knew what was critical to include for our personal situation and took the time to ensure our wishes were translated accurately into legal directives. It's such a relief knowing that there is clear doc...umentation laying out everything from inheritance to medical power-of-attorney, that our heirs will never have the burden of guessing what we might have wanted, and that the assets of our estate are protected to the fullest extent possible. We have referred friends and family to Johanna in the past, and will certainly hire her again as needs dictate.

See All Client Reviews

Johanna M Coolbaugh's Lawyer Endorsements

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Roxanne Jen

Estate planning lawyer

Experience

Rating:  9.6 (Superb)

Honors

2014

Super Lawyer, Super Lawyers

2013

Super Lawyer, Super Lawyers

2012

Rising Star, Super Lawyers

2011

Rising Star, Super Lawyers

Work Experience

2007 - Present

Attorney, Karr Tuttle Campbell

Associations

2013 - Present

King County Bar Association, Real Property, Probate and Trust Section

Member

2013 - Present

Program for Early Parent Support

Group Leader

2013 - Present

Mother Attorneys Mentoring Association of Seattle

Member

2012 - Present

Washington State Bar Association, Estate and Gift Tax Committee

Member

2007 - Present

King County Bar Association

Member

2010 - 2011

King County Bar Association, Young Lawyers Division

Chair

2008 - 2011

King County Bar Association, Young Lawyers Division

Board of Trustees

Education

2007

Seattle University School of Law

JD - Juris Doctor

2004

University of Washington

BA - Bachelor of Arts

Speaking Engagements

2014

Use of LLCs in Asset Protection and Estate Planning

Using LLCs and Trusts Together

2013

Estate and Gift Tax Updates: More "Permanent" Estate Planning?

2012 Planning Still Makes Sense

2011

Tax Planning for Trusts and Estate

Federal Estate Tax Returns

2009

Probate Boot Camp

Fiduciary Accounting

2009

Attorney-CPA Tax Clinic

Washington's Domestic Partnership Act (2009): Treatment of Domestic Partners Under State and Federal Tax Laws

Publications

2006

King County Bar Bulletin Washington Weighs in on Candor Versus Confidentiality
Avvo Rating

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  • Legal community recognition Peer endorsements, associations, awards
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  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
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