- Co-author, “The Joint and Survivor Grantor Trust and the S Election,” Tax Notes – Vol. 174, March 2022
- Assisted petitioners' co-counsel, Estate of Purdue v. Commissioner, T.C. Memo 2015-249, an important "family partnership" taxpayer victory.
- Assisted in defending a challenge to documents drafted by Mr. Montgomery in In Re Estate of Bernard, 182 Wn. App. 692, 332 P.3d 480 (2014), review denied 339 P.3d 634 (2014), a significant case in Washington Estate Planning law.
- Regularly assists families with net worths in excess of $100,000,000 with tax reduction and business succession strategies.
University of Washington School of Law – Seattle, WA
Legum Magister in Taxation, 2004
Juris Doctor with Honors, 2003
University of Washington – Seattle, WA
Bachelor of Arts, Political Science, 2000
Selected Publications and Presentations
Author, “Advanced Tax (and Related) Issues,” National Business Institute Advanced Estate Administration: Seminar, March 2023
Author, “Complex Distributions, Final Accounting, and Estate Closing,” National Business Institute Advanced Estate Administration: Seminar, March 2023
Author, Chapter 10A, “Estate Planning,” Washington Lawyers Practice Manual, 2023, King County Bar Association.
Author, Chapter 10A, “Estate Planning,” Washington Lawyers Practice Manual, 2022, King County Bar Association.
Co-author, “The Joint and Survivor Grantor Trust and the S Election,” Tax Notes – Vol. 174, March 2022.
Author, “Retirement Account Beneficiary Designation Planning – Before and After the SECURE Act.” Financial Planners Association of Puget Sound 2020 Symposium, March 2020.
Author, “Trusts – Recent Developments and Select Topics”, South King County Estate Planning Council, April 2018.
Author, “The Estate Planner’s Guide to the “Deal” – What Do I Need to Know When My Client Is Selling His/Her Business?,” Washington State Bar Association Mid-Year Conference for Real Property – Probate and Trust Section, Summer 2017.
Professional Recognition and Awards
Top Rated Estate Planning & Probate Attorney in Seattle
Rising Star (2010-2012 and 2015-2018)
Super Lawyer (2022, 2023)
Professional and Community Associations
Executive Committee Member – Washington State Bar Association Real Property, Probate and Trust Section
Washington State Bar Association
King County Bar Association
Seattle Estate Planning Council
Regularly coaches youth sports
In Re Estate of Bernard, 182 Wn. App. 692, 332 P.3d 480 (2014), review denied 339 P.3d 634 (2014),