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Gerald Bernard Treacy JR

Estate planning Attorney at Poulsbo, WA

5.0   1 review
  • State Years
    Dist. of Columbia - DC 28 years
    Washington - WA 41 years
    California - CA 42 years
  • Licensed for 28 years
    State DC
    Acquired 1995
    Status
    Good Standing No misconduct found
  • Licensed for 41 years
    State WA
    Acquired 1982
    Status
    Inactive No misconduct found
  • Licensed for 42 years
    State CA
    Acquired 1981
    Status
    Inactive No misconduct found

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

About Gerald

Learn Gerald’s areas of practice.

The Treacy Law Group, PLLC is a boutique law firm headquartered in the Seattle, Washington area, yet with a national reputation and practice.

 

Mr. Gerald B. Treacy works with affluent individuals and families, as well as with corporations, partnerships, LLCs, and their owners, in the Pacific Northwest and nationally.  Gerry has also created a large number of charitable organizations, including private foundations, private operating foundations, supporting organizations, and public charities. 

 

A frequent lecturer in Washington State and around the nation on estate planning and charitable giving topics, Gerry has published several books and numerous articles in his areas of focus, including treatises on Washington guardianship law, administration, and litigation; gift, estate, and generation-skipping transfer tax aspects of community property; and charitable supporting organizations.  With over 20 years’ experience in handling legal matters for his clients, Gerry has served as partner for two of the nation’s largest law firms.  He also offices in the West Sound, serving clients in Kitsap, Mason, Jefferson, Clallam, and Island Counties as well as King, Pierce and Snohomish Counties.  Gerry is a Fellow of the American College of Trust and Estate Counsel (ACTEC), and is listed in Who’s Who in America and Who’s Who in the World (2000).  He was recently awarded BNA’s “Certificate of Excellence” for his Tax Management Portfolio on Supporting Organizations.

Location

Treacy Law Firm, PLLC
19717 Front Street NE
Poulsbo, WA, 98370-8756

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Reviews

5.0 / 5.0
  1 customer review
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Posted by Timothy | May 2, 2013
client
I hired Mr. Treacy on behalf of my family to handle a complicated guardianship/estate/probate matter on behalf of our family. Mr. Treacy was not only extremely knowledgeable about the law, but he also was responsive and supportive during a challenging time. Our entire family appreciates his professionalism and attention to detail.
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Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Attorney
  • Montgomery Purdue Blankinship & Austin
  • 2000 - Present
  • Attorney
  • Treacy Law Group, PLLC
  • 1998 - Present
  • Attorney
  • McGuire Woods Battle & Boothe
  • 1994 - 1996
  • Attorney
  • Perkins Coie
  • 1982 - 1994
  • Attorney
  • Gibson Dunn & Crutcher
  • 1981 - 1982
View all work experience

Education

  • University of California at Los Angeles School of Law
  • JD - Juris Doctor
  • 1981
  • Rider University
  • BA - Bachelor of Arts
  • 1973

Associations

  • Planned Giving Today, Editorial Advisory Board
  • Member
  • N/A
  • Washington Guardianship Law Revision Committee
  • Member
  • N/A
  • Washington Charitable Solicitations Act Revision Committee
  • Member
  • N/A
  • Kitsap County Estate Planning Council
  • Member
  • 2006 - 2007
  • Eastside Lyric Theatre
  • Board
  • 2005 - 2007
  • Merrill Lynch National Attorney Advisory Board
  • Member
  • 2002 - 2006
  • Kitsap Peninsula Opera
  • Board, Officer
  • 2002 - 2004
  • Washington Planned Giving Council
  • Officer
  • 1997 - 1998
  • The Center for Family Enterprise, George Washington University
  • Delegate
  • 1996 - 1997
  • Planned Giving Committee, Alexandria Hospital Foundation
  • Member
  • 1995 - 1997
  • Professional organizations and associations
  • Member
  • 1995 - 1997
  • Virginia Planned Giving Study Group
  • Member
  • 1995 - 1997
  • Planned Giving Study Group of Greater Washington, DC
  • Member
  • 1995 - 1996
  • American College of Trust and Estate Counsel
  • Fellow
  • 1993 - 2007
  • Washington Planned Giving Council
  • Officer
  • 1993 - 1994
  • Seattle Symphony Planned Giving Board
  • Member
  • 1993 - 1994
  • Washington Dental Services Planned Giving Board
  • Member
  • 1992 - 1994
  • University of Washington Estate Planning Board
  • Chairman
  • 1991 - 1992
  • United Way of King County Endowment Fund Committee
  • Member
  • 1987 - 1989
  • University of Washington Estate Planning Board
  • Member
  • 1986 - 1988
  • Seattle-King County Red Cross Advisory Board
  • Member
  • 1985 - 1989
View all associations

Honors and Awards

  • AV Preeminent Rating
  • Martindale-Hubbell
  • 2013
  • AV Preeminent Rating
  • Martindale-Hubbell
  • 2012
  • AV Preeminent Rating
  • Martindale-Hubbell
  • 2011
  • AV Preeminent Rating
  • Martindale-Hubbell
  • 2010
  • Top Lawyer
  • Seattle Metropolitan Magazine
  • 2010
  • AV Preeminent Rating
  • Martindale-Hubbell
  • 2009
  • AV Preeminent Rating
  • Martindale-Hubbell
  • 2008
  • AV Preeminent Rating
  • Martindale-Hubbell
  • 2007
  • Superlawyer
  • Super Lawyers
  • 2005
  • Superlawyer
  • Super Lawyers
  • 2003
  • Order of the Coif
  • UCLA School of Law
  • 1981
  • summa cum laude graduate
  • Rider College
  • 1973
  • Andrew J. Rider Scholar
  • Rider College
  • 1973
  • Who's Who in American Law
  • Marquis Who's Who in American Law
  • N/A
  • Who's Who In the World
  • Marquis Who's Who in the World
  • N/A
  • Who's Who in America
  • Marquis Who's Who in America
  • N/A
  • BNA Certificate of Excellence
  • Bureau of National Affairs Tax Management
  • N/A
View all awards

Publications

  • Trusts & Estates
  • Not SO Bad
  • 2009
  • Tax Management Estates, Gifts, and Trusts Journal
  • New Guide Sheets on Supporting Organizations
  • 2008
  • Trusts & Estates
  • Cold Snap for DAFs
  • 2007
  • Taxation of Exempts
  • Supporting Organizations After the Pension Protection Act
  • 2007
  • LEXIS NEXIS
  • Washington Guardianship Law, Administration and Litigation
  • 2006
  • Unknown
  • Corporate Planned Giving
  • 2006
  • Trusts & Estates
  • What's Left of SOs
  • 2006
  • Tax Management Estates, Gifts, and Trusts Journal
  • Planning for Community Property
  • 2005
  • BNA Tax Management Portfolio
  • Community Property - General Considerations
  • 2005
  • BNA/Tax Management Web Article
  • De-UBITizing the CRT
  • 2004
  • Digest of Tax Articles
  • Alternate Corporate Giving Formats
  • 2003
  • BNA/Tax Management Web Article
  • A Wake-Up Call for Supporting Organizations
  • 2003
  • BNA Tax Management Portfolio
  • Supporting Organizations
  • 2002
  • Estate Planning magazine
  • Supporting Organizations
  • 1997
  • Planned Giving Today
  • The Very Versatile Disclaimer
  • 1997
  • Planned Giving Today
  • Becoming SO-Friendly
  • 1997
  • Planned Giving Today
  • A Taxonomy of Tax-Exempts
  • 1997
  • Estate Planning
  • Planning to Preserve the Advantages of Community Property
  • 1996
  • Unknown
  • Another Way to Reach Family Business Owners
  • 1996
  • Planned Giving Today
  • Accelerate Your Charity's CRT Interest
  • 1996
  • Planned Giving Today
  • Part of the Truth About Attorneys
  • 1996
  • Unknown
  • How to Entice Your Entrepreneurial Donors
  • 1994
  • The Practical Philanthropist
  • A Timely Review of the Categories of Tax-Exempt Organizations
  • 1992
  • National Conference of Bar Foundations Newsletter
  • Fundamentals of Taxation
  • 1991
  • UCLA Law Review
  • Release Bond Statutes
  • 1980
View all publications

Speaking Engagements

  • Kitsap County Estate Planning Council
  • Pension Protection Act of 2006
  • 2007
  • Annual Conference, AIP
  • Insurance Opportunities in Corporate Philanthropy
  • 2006
  • AALU Annual Conference
  • New Insurance Opportunities
  • 2006
  • Washington Estate Planning Council Meeting
  • An Overview of Corporate Charitable Giving
  • 2003
  • 48th Annual Estate Planning Seminar
  • Current Developments in Charitable Planning
  • 2003
  • 24th American Council on Gift Annuities Conference
  • Planning Opportunities with Supporting Organizations
  • 2000
  • Pacific Life Educational Symposium
  • Turning Tax Liabilities Into Legacies
  • 1998
  • Washington Planned Giving Council Annual Conference
  • 509(a)(3) Supporting Organizations
  • 1997
  • Portland Estate Planning Council and Roundtable
  • Advanced Topics in the Use of 509(a)(3) Supporting Organizations
  • 1997
  • National Planning Conference
  • 509(a)(3) Supporting Organizations
  • 1997
  • Council of Jewish Federations Joint Venture
  • Advanced Topics in the Use of 509(a)(3) Supporting Organizations
  • 1997
  • Annual Spring Tax Seminar
  • Supporting Organizations
  • 1997
  • Virginia CLE Seminar
  • Trustee Issues
  • 1996
  • OMI 32nd Non-Profit Legal and Tax Conference
  • An Attractive Alternative to Private Foundations
  • 1996
  • Advising NonProfit Organizations
  • Planned Giving
  • 1996
  • Accounting Television Satellite Network
  • Supporting Organizations
  • 1996
  • Accounting Television Satellite Network
  • Advanced Estate Planning Techniques
  • 1996
  • Virginia Society of CPAs Conference
  • Federal Gift, Estate, and Generation-Skipping Transfer Taxes
  • 1995
  • Virginia CLE
  • Planning for Modest Estates
  • 1995
  • National Academy of Arts and Letters Conference
  • Ten Steps Toward a Planned Giving Program
  • 1995
  • Washington State Bar Association CLE
  • Estate Planning With Limited Liability Companies
  • 1994
  • Best of CLE 1992
  • New Guardianship Act
  • 1992
  • Mid-Year Conference
  • Guardianship Legislation
  • 1990
  • How To Probate an Estate and Handle Post-Mortem Matters
  • Chairperson, 1988-91
  • 1988
  • Where There's A Will There's A Way, TV series
  • Estate Planning
  • 1986
View all speaking engagements

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Poulsbo Estate planning Lawyer Gerald Bernard Treacy JR
Gerald Bernard Treacy JR
Estate planning Attorney
Poulsbo, WA
Licensed for 42 years