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also known as Xan Gerson
Xan's practice focuses on wills, trusts, estate planning, probate and trust administration, business succession, and tax planning. By taking the time to understand each client's family and personal relationships as well as their financial situation, Xan helps clients evaluate their options and develop an estate plan tailored to a their specific circumstances.
Xan also assists clients with their more comprehensive estate planning, including establishing irrevocable trusts, life insurance trusts, and charitable trusts. She works with clients to protect assets, implement lifetime gifting programs to transfer wealth and reduce taxes, plan for the succession of family-owned businesses, and plan for the transfer of their estates with minimal estate tax.
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Practice Areas
We have not found any cost information for this lawyer
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Chat withState: Washington
Acquired: 2010
No misconduct found
6 Client Reviews
Showing 1 - 2 of 2 reviews | Practice Area Knowledge
Posted by Katie | February 03, 2014 | Estate Planning
Great Experience
We did our estate plan with Alexandra because we wanted to be sure that our daughter would be taken care of should anything happen to us. There was much more to think about than we had realized, so fortunately for us we had Alexandra to walk us through the process, and answer any of our (sometimes ...
Posted by Jonathan | January 20, 2014 | Estate Planning
Cost-Effective, Great Service
My wife and I had been putting off estate planning for years. When she became pregnant, we decided it was time to finally do something. One of my friends recommended we talk to Ms. Gerson, and she was superb. I didn’t understand the in’s and out’s of estate planning, so she patiently walked us thr...
"Xan is a great attorney. She is very knowledgeable about all aspects of estate planning and can handle everything from sophisticated tax planning to simple wills. Xan is very professional and a pleasure to work with on client matters."
"Xan is a gifted attorney with the rare combination of intelligence and compassion that allows her to provide creative, thoughtful, and cost-effective advice to her estate planning clients. She is a go-to resource for me whenever I encounter estate planning issues in my practice, and I recommend her without reservation for her expertise in this area."
"Alexandra is the person I head to first when I have trust and estate planning questions. I highly recommend her services as efficient and affordable."
Estate planning lawyer
Unknown lawyer
2018
Rising Star, Super Lawyers
2017
Rising Star, Super Lawyers
2017
Top Women Attorneys in Washington, Super Lawyers
2016
Rising Star, Super Lawyers
2015
Rising Star, Super Lawyers
2014
Rising Star, Super Lawyers
2017 - Present
Adjunct Professor, Seattle University Law School
2016 - Present
Attorney, Metis Estate Planning PLLC
2010 - 2016
Attorney, Helsell Fetterman LLP
2008 - 2010
Legal Intern, Law Offices of Kristina Udall
2005 - 2007
Paralegal, Dombroff Gilmore Jaques & French P.C.
2015 - Present
University of Washington Estate & Gift Planning CommitteePlanned Giving Committee
2013 - Present
Washington Planned Giving CouncilMember
2012 - Present
Seattle Philanthropic Advisors Network (SPAN)Member
2010 - Present
Washington State Bar AssociationMember
2010 - Present
King County Bar Association, Real Property, Probate and Trust SectionMember
2014 - 2017
Fred Hutchinson Cancer Research CenterPlanned Giving Committee
2013 - 2015
PCC Farmland TrustBoard Member
2010 - 2012
Washington First Responder Will ClinicVolunteer
2010
JD - Juris Doctor
2005
BS - Bachelor of Science
2018
Drafting Wills & Testamentary Trusts
2015
Estate Planning for Photographers & Collectors
2015
Beyond the Fairytale: Estate Planning for Divorced & Blended Families
2015
2014
2013
Intro to Estate Planning & Tax Issues
2013
Introduction to Guardianships
2013
2012
Protecting Digital Assets Through Estate Planning
2012
Why Everyone Needs an Estate Plan
2011
Basic Estate Planning & Elder Law Issues
2018
2015
2014
2014
2014
2014
2013
2013
2012
2012
2012
2012
English