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All Estate Planning

8Sep 2023

Author Stephanie Gero Dahlstrom

Washington’s Open Space Taxation Act: Potential Property Tax Savings

  • Sep 8, 2023
  • Stephanie Gero Dahlstrom
  • Estate Planning, Real Estate Law, Washington State Law
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With property taxes on the rise in Washington state, many property owners are looking for creative ways to plan and utilize their land to reduce their tax burden. Washington’s Open Space Taxation Act, Chapter 84.34 RCW (the “Act”), enacted in…

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29Aug 2023

Author Allison Int-Hout

The Basics of Estate Planning Documents

  • Aug 29, 2023
  • Allison Int-Hout
  • Estate Planning
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We’ve all heard people say, “You need to have a Will,” or, “You should set up an estate plan,” but what does that actually mean? A typical estate plan goes beyond just making a Will and usually includes several other…

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12Jul 2023

Author Allison Int-Hout

An Update on Human Composting in Washington State

  • Jul 12, 2023
  • Allison Int-Hout
  • Estate Planning
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In 2020, Washington became the first state to pass a law allowing for more environmentally friendly methods to dispose of human remains. Since then, a method known as “human composting” has gained in popularity here and in other states. Alternative…

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28Mar 2023

Author Matthew Hart

Washington Capital Gains Tax Ruled Constitutional by Washington Supreme Court

  • Mar 28, 2023
  • Matthew Hart
  • Estate Planning, Washington State Law
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Court Holds Washington Capital Gains Tax is a Constitutional Excise Tax On March 24, 2023, the Washington Supreme Court (in a 7-2 opinion) held that the controversial capital gains tax enacted by the Washington State Legislature in 2021 (SB 5096;…

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16Feb 2023

Author Kaity Perez

Possible Change to Washington State Estate Tax Regime

  • Feb 16, 2023
  • Kaity Perez
  • Estate Planning, Washington State Law
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Co-author: Ryan Montgomery, Partner - Montgomery Purdue PLLC   On February 8, 2023, House Bill 1795 was introduced to the 69th session of the Washington State legislature, which proposes substantial changes to the Washington State estate tax rate structure. If…

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14Feb 2023

Author Kaity Perez

Possible Increase to Washington State Estate Tax Exemption Amount

  • Feb 14, 2023
  • Kaity Perez
  • Estate Planning, Washington State Law
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The Washington State estate tax exemption is currently $2.193 million. The exemption amount is meant to be adjusted for inflation, but it has not changed since 2018. That is because the inflation adjustment is tied to a Washington law that…

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28Nov 2022

Author Allison Int-Hout

2023 IRS Increases to Federal Transfer Tax Exemption and Annual Exclusion for Gifts

  • Nov 28, 2022
  • Allison Int-Hout
  • Estate Planning
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The IRS recently issued Revenue Procedure 2022-38, which announced the increases to the federal estate and gift tax exemption as well as the gift tax annual exclusion for the year 2023.  The 2023 federal estate and gift tax exemption has…

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28Nov 2022

Author Kaity Perez

Portability Only Estate Tax Returns

  • Nov 28, 2022
  • Kaity Perez
  • Estate Planning, Washington State Law
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The federal estate tax exemption is currently $12.06 million per taxpayer. However, in 2026, the exemption amount is set to decrease to $5 million, indexed for inflation (estimated to be between $6-$7 million). The current high threshold means many estates…

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29Aug 2022

Author Allison Int-Hout

About the Washington Death with Dignity Act

  • Aug 29, 2022
  • Allison Int-Hout
  • Estate Planning, Health Care Law, Washington State Law
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Washington voters approved the Washington Death with Dignity Act in November 2008, which went into effect on March 5, 2009, and allows Washington residents who are terminally ill to request medication to end their life. The most recently available Death…

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28Mar 2022

Author Alan & Ryan Montgomery

The Joint and Survivor Grantor Trust and the S Election

  • Mar 28, 2022
  • Alan & Ryan Montgomery
  • Business Law, Estate Planning, Washington State Law
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Following the death of the first spouse, a joint and survivor grantor trust remains an eligible S corporation shareholder for which no electing small business trust or qualified subchapter S trust election is required until after the death of the surviving spouse.

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Recent Posts

  • Washington’s Open Space Taxation Act: Potential Property Tax Savings
  • The Basics of Estate Planning Documents
  • The Supreme Court’s Religious Accommodation Ruling
  • An Update on Human Composting in Washington State
  • Nonsolicitation Agreements for Independent Contractors

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