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Gerald Bernard Treacy JR
About Gerald
Biography
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.
Practice Areas
5
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in District of Columbia for 30 years
State: District of Columbia
Acquired: 1995
No misconduct found
Licensed in Washington for 43 years
State: Washington
Acquired: 1982
No misconduct found
Licensed in California for 44 years
State: California
Acquired: 1981
No misconduct found
Location
Treacy Law Firm, PLLC
19717 Front Street NE, Poulsbo, WA, 98370-8756
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Gerald Bernard Treacy JR's Reviews
Avvo Review Score
1 Client Review
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Practice Areas
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Posted by Timothy | May 02, 2013 | Estate Planning
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 profess...
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Experience
Honors
2013
AV Preeminent Rating, Martindale-Hubbell
2012
AV Preeminent Rating, Martindale-Hubbell
2011
AV Preeminent Rating, Martindale-Hubbell
2010
AV Preeminent Rating, Martindale-Hubbell
2010
Top Lawyer, Seattle Metropolitan Magazine
2009
AV Preeminent Rating, Martindale-Hubbell
2008
AV Preeminent Rating, Martindale-Hubbell
2007
AV Preeminent Rating, Martindale-Hubbell
2005
Superlawyer, Super Lawyers
2003
Superlawyer, Super Lawyers
1981
Order of the Coif, UCLA School of Law
1973
summa cum laude graduate, Rider College
1973
Andrew J. Rider Scholar, Rider College
N/A
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
Work Experience
2000 - Present
Attorney, Montgomery Purdue Blankinship & Austin
1998 - Present
Attorney, Treacy Law Group, PLLC
1994 - 1996
Attorney, McGuire Woods Battle & Boothe
1982 - 1994
Attorney, Perkins Coie
1981 - 1982
Attorney, Gibson Dunn & Crutcher
Associations
Planned Giving Today, Editorial Advisory Board
Member
Washington Guardianship Law Revision Committee
Member
Washington Charitable Solicitations Act Revision Committee
Member
2006 - 2007
Kitsap County Estate Planning CouncilMember
2005 - 2007
Eastside Lyric TheatreBoard
2002 - 2006
Merrill Lynch National Attorney Advisory BoardMember
2002 - 2004
Kitsap Peninsula OperaBoard, Officer
1997 - 1998
Washington Planned Giving CouncilOfficer
1996 - 1997
The Center for Family Enterprise, George Washington UniversityDelegate
1995 - 1997
Planned Giving Committee, Alexandria Hospital FoundationMember
1995 - 1997
Professional organizations and associationsMember
1995 - 1997
Virginia Planned Giving Study GroupMember
1995 - 1996
Planned Giving Study Group of Greater Washington, DCMember
1993 - 2007
American College of Trust and Estate CounselFellow
1993 - 1994
Washington Planned Giving CouncilOfficer
1993 - 1994
Seattle Symphony Planned Giving BoardMember
1992 - 1994
Washington Dental Services Planned Giving BoardMember
1991 - 1992
University of Washington Estate Planning BoardChairman
1987 - 1989
United Way of King County Endowment Fund CommitteeMember
1986 - 1988
University of Washington Estate Planning BoardMember
1985 - 1989
Seattle-King County Red Cross Advisory BoardMember
Education
1981
University of California at Los Angeles School of Law
JD - Juris Doctor
1973
Rider University
BA - Bachelor of Arts
Speaking Engagements
2007
Kitsap County Estate Planning Council
Pension Protection Act of 2006
2006
Annual Conference, AIP
Insurance Opportunities in Corporate Philanthropy
2006
AALU Annual Conference
New Insurance Opportunities
2003
Washington Estate Planning Council Meeting
An Overview of Corporate Charitable Giving
2003
48th Annual Estate Planning Seminar
Current Developments in Charitable Planning
2000
24th American Council on Gift Annuities Conference
Planning Opportunities with Supporting Organizations
1998
Pacific Life Educational Symposium
Turning Tax Liabilities Into Legacies
1997
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
1996
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
1995
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
1994
Washington State Bar Association CLE
Estate Planning With Limited Liability Companies
1992
Best of CLE 1992
New Guardianship Act
1990
Mid-Year Conference
Guardianship Legislation
1988
How To Probate an Estate and Handle Post-Mortem Matters
Chairperson, 1988-91
1986
Where There's A Will There's A Way, TV series
Estate Planning
Publications
2009
Trusts & Estates
Not SO Bad
2008
Tax Management Estates, Gifts, and Trusts Journal
New Guide Sheets on Supporting Organizations
2007
Trusts & Estates
Cold Snap for DAFs
2007
Taxation of Exempts
Supporting Organizations After the Pension Protection Act
2006
LEXIS NEXIS
Washington Guardianship Law, Administration and Litigation
2006
Unknown
Corporate Planned Giving
2006
Trusts & Estates
What's Left of SOs
2005
Tax Management Estates, Gifts, and Trusts Journal
Planning for Community Property
2005
BNA Tax Management Portfolio
Community Property - General Considerations
2004
BNA/Tax Management Web Article
De-UBITizing the CRT
2003
Digest of Tax Articles
Alternate Corporate Giving Formats
2003
BNA/Tax Management Web Article
A Wake-Up Call for Supporting Organizations
2002
BNA Tax Management Portfolio
Supporting Organizations
1997
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
1996
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
1994
Unknown
How to Entice Your Entrepreneurial Donors
1992
The Practical Philanthropist
A Timely Review of the Categories of Tax-Exempt Organizations
1991
National Conference of Bar Foundations Newsletter
Fundamentals of Taxation
1980
UCLA Law Review
Release Bond Statutes