Estate Planning

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Business 
Nonprofit
Trust & Estate Litigation
 

Recent Publications & Blog Posts

Washington's New Power of Attorney Act to Take Effect Jan. 1

Insight on Estate Planning - October/November 2016

Saving for College: GET or 529

Proposed Regulations Will Likely Limit Discount-Based Tax Planning

Estate Planning in a Community Property State

Insight on Estate Planning - August/September 2016

Life Insurance: Understanding a Key Part of Your Estate Plan, Part 3—Benefits of ILIT

Life Insurance: Understanding a Key Part of Your Estate Plan, Part 2—Universal, Variable and Survivorship Policies

Insight on Estate Planning - June/July 2016

Life Insurance: Understanding a Key Part of Your Estate Plan

Insight on Estate Planning - April/May 2016

Managing Nonprobate Assets: Planning for Your Entire Estate

Insight on Estate Planning - February/March 2016

Estate Planning for Families With Rental Real Estate Businesses

 

 

 

The Stokes Lawrence Estate Planning group includes some of the most qualified attorneys you’ll find in this field. Yet it’s our educational approach that distinguishes us. We’re able to simplify complex concepts and patiently guide you through what can be an emotional process.

In addition to our planning services, we offer a range of trust and estate dispute resolution options to families in crisis. We also assist family members and professional fiduciaries with probate and the administration of estates.

What to Expect

We begin the estate planning process by getting acquainted. We ask basic questions to determine your specific needs and the scope of the planning. Our discussion may touch on issues such as the sale of a business, charitable giving, prenuptial or postnuptial agreements, or long-term care. Whatever the topics may be, together we prioritize and develop a plan tailored for you.

We also give you options. Our expertise is in matching the appropriate vehicle or strategy to your objectives. We help you understand how estate-planning documents can be designed to minimize the impact of the federal gift, estate and generation-skipping transfer taxes.

For each planning technique, we offer an explanation of benefits and drawbacks, educating you about the law and compliance requirements. We compare and contrast the options so you clearly understand the intended outcome. The planning process also can serve as a tool for educating younger generations about financial responsibility and philanthropy.

Industry Leadership

Our Estate Planning group includes fellows of the American College of Trust and Estate Counsel. We are actively involved in the drafting and passage of trust and estate related legislation. We also are frequent authors and lecturers and have taught as adjunct professors at both the University of Washington and Seattle University law schools.

Areas of focus include:

Trust & Estate LitigationWe have a depth of experience in successfully navigating the complexities of trust and estate litigation. We handle will contests, claims against fiduciaries, estate-tax audits and controversies, suits involving trust interpretation and other complex cases involving trusts and estates. We represent individual and charitable beneficiaries, personal representatives, individual and institutional trustees, and other fiduciaries in all types of disputes. Our firm is one of the most knowledgeable about the Washington Trust and Estate Dispute Resolution Act because we helped draft this law. 

Business Succession PlanningIf you are involved in a closely held or publicly controlled business, we can assist in the implementation or modification of business plans. This may include the evaluation or execution of buy-sell agreements, limited liability companies, the restructuring of partnership agreements, or the establishment of business entities. We also design your plans to coordinate with existing or planned employee benefit programs, including stock-option plans and qualified retirement plans. 

Charitable PlanningWe assist families with the development and implementation of philanthropic plans. We also advise foundations and other types of not-for-profit organizations on a variety of issues, including tax and corporate compliance, Board structuring and education, strategic planning and grant making. 

 

News, Events & Publications

WSBA Practice Primer: Estate Planning

Identifying Community Property Assets During Probate Administration

Duties and Liabilities of Nonprofit Board Members

Insight on Estate Planning - October/November 2017

Washington's New Trust Decanting Law Expands Trustee's Power to Modify Irrevocable Trusts

Stokes Lawrence Estate Planning Practice, Attorneys Recognized as Leaders in Their Field

Insight on Estate Planning - August/September 2017

17 Stokes Lawrence Attorneys Named as Washington Super Lawyers and Rising Stars

Insight on Estate Planning - June/July 2017

Paralegal Mel Brown Receives Doug Peters Lifetime Achievement Award

Insight on Estate Planning - April/May 2017

Katie Groblewski Named to American College of Trust and Estate Counsel

Insight on Estate Planning - February/March 2017

Washington's New Power of Attorney Act to Take Effect Jan. 1

Insight on Estate Planning - Year End 2016

Stokes Lawrence Named to 2017 Best Law Firms List

Insight on Estate Planning - October/November 2016

Saving for College: GET or 529

Proposed Regulations Will Likely Limit Discount-Based Tax Planning

11 Stokes Lawrence Attorneys Named to 2017 Best Lawyers List

Estate Planning in a Community Property State

Insight on Estate Planning - August/September 2016

Stokes Lawrence, Doug Lawrence, RoseMary Reed Recognized in Chambers High Net Worth Guide

George Velikanje Featured in Washington Super Lawyers Magazine

Life Insurance: Understanding a Key Part of Your Estate Plan, Part 3—Benefits of ILIT

Jill Fairchild Joins Stokes Lawrence Estate Planning Group

Life Insurance: Understanding a Key Part of Your Estate Plan, Part 2—Universal, Variable and Survivorship Policies

Super Lawyers Names 17 Stokes Lawrence Attorneys to Top Lists

Insight on Estate Planning - June/July 2016

Life Insurance: Understanding a Key Part of Your Estate Plan

Insight on Estate Planning - April/May 2016

Managing Nonprobate Assets: Planning for Your Entire Estate

Insight on Estate Planning - February/March 2016

Estate Planning for Families With Rental Real Estate Businesses

Insight on Estate Planning - Year End 2015

Could Your Estate Benefit From an "Intentionally Defective Grantor Trust"?

Insight on Estate Planning - October/November 2015

George Velikanje Marks 50 Years of Legal Service

Trusts 101

Planning for the Care of Minor Children

Nuts & Bolts of TEDRA

9 Stokes Lawrence Attorneys Named as 2016 Best Lawyers in America

Insight on Estate Planning - August/September 2015

Stokes Lawrence Forms Mediation & Arbitration Practice Group

Gift Tax Exclusion for Payment of Qualifying Medical and Tuition Expenses

For Second Year, Nearly Half of Stokes Lawrence Attorneys Named to Super Lawyers and Rising Stars Lists

Insight on Estate Planning - June/July 2015

Washington's New 2015 Directed Trust Act

Washington Probate and Trust Law Update

One Final Spring Cleaning Task: A Gift to Your Future Agent or Personal Representative

Carolyn Cairns, Shannon Jost Again Recognized by Chambers USA

Insight on Estate Planning - April/May 2015

The ABLE Act of 2014: A New Way to Save for Beneficiaries With Special Needs

Insight on Estate Planning - February/March 2015

RoseMary Reed Receives Preeminent Rating From Martindale-Hubbell

Joint Tenancy Bank Accounts as Part of Estate Planning

Stokes Lawrence Promotes Kamm to Shareholder

Stokes Lawrence Partners With Northwest Immigrant Rights Project to Aid Child Immigrants

Insight on Estate Planning - Year End 2014

Yakima Event - Avoiding Personal Liability: Advice for Owners and Managers of Privately Held Businesses

Probate Administration

Stokes Lawrence Named Best Law Firm for Third Consecutive Year

Notice, Information-Sharing and Other Issues Under the Washington Trust Act – Three Perspectives: the Drafter, Fiduciary and Litigator

New Washington Law Allows for Transfer of Real Property at Death Without Probate

Avoiding Personal Liability: Advice for Owners and Managers of Privately Held Businesses

Insight on Estate Planning - October/November 2014

Top 10 Ways to Reduce Family Controversy in Trusts and Estates

Insight on Estate Planning - August/September 2014

8 Stokes Lawrence Attorneys Named to Best Lawyers in America

Court of Appeals Sets Record Straight on Fiduciaries' Role and the Scope of TEDRA

Managing the Inventory; Administering the Estate Effectively

Determining if Spouse's Elective Share is a Reasonable Option; Litigating the Case in Probate Court

Filing an Estate in Probate Court

You're About to Get Married…Maybe

Family Business Succession Planning

Nearly Half of Stokes Lawrence Attorneys Named Washington Super Lawyers and Rising Stars

Trust & Estate Litigation Practice Wins in Court of Appeals

Insight on Estate Planning - June/July 2014

IRS Extends Deadline for Certain Estates to Elect Portability: Could You Benefit?

Insight on Estate Planning - April/May 2014

Using a Donor Advised Fund for Your Charitable Giving

RoseMary Reed Elected to American College of Trust and Estate Counsel

Planning Considerations for Nonprobate Assets

Will Contests: To File or Not to File? That is the Question

Washington Transfer Tax - A Different Set of Rules

Insight on Estate Planning - February/March 2014

The Probate Process From Start to Finish

Insights on Estate Planning

9th Annual Probate Administration

The Estate Planner's Guide to Sophisticated Drafting: Incorporating Key Provisions of the Updated Washington Trust Act into Wills and Trusts

Insight on Estate Planning

"Washington Trust Laws' Extreme Makeover: Blending With the Uniform Trust Code and Taking Reform Further With Innovations in Notice, Situs, and Representation"

Probate & Trust Law Fundamentals

Drafting and Funding the Marital and Credit Shelter Shares

2013 Real Property, Probate & Trust Midyear

Philanthropic & Legacy Planning for Professional Advisors

Managing Uncertainty in Changing Times - Probate & Trust

Insight on Estate Planning - Year In Review 2012

8th Annual Probate Administration

"A TEDRA Litigator's Advice on How Best to Defend Against a Challenge to Documents You Draft"

Drafting Tips for the 2011 Washington Trust Act

Estate Planning Forms and Fundamentals

2012 Real Property, Probate & Trust Seminar

"Business Succession Planning, Business Law Section: Constructing and Implementing a Succession Plan for Closely Held and Family Business"

Recognition & Honors

Stokes Lawrence Named to 2017 Best Law Firms List

11 Stokes Lawrence Attorneys Named to 2017 Best Lawyers List

Stokes Lawrence, Doug Lawrence, RoseMary Reed Recognized in Chambers High Net Worth Guide

Super Lawyers Names 17 Stokes Lawrence Attorneys to Top Lists

RoseMary Reed Receives Preeminent Rating From Martindale-Hubbell

U.S. News & World Report and Best Lawyers Rank Stokes Lawrence Tier 1 in Seattle and Yakima for Trusts & Estates Law

20 Stokes Lawrence Attorneys Received AV Preeminent© Peer Review Rated, Martindale-Hubbell's highest ranking

George Velikanje, Doug Lawrence, RoseMary Reed Named Fellows of the American College of Trust and Estate Counsel

8 Stokes Lawrence Attorneys Named to Best Lawyers in America

Nearly Half of Stokes Lawrence Attorneys Named Washington Super Lawyers and Rising Stars

Carolyn Cairns, Kelby Fletcher, Karolyn Hicks and Doug Lawrence Recognized Among Top 100 Lawyers in Washington

Carolyn Cairns, Karolyn Hicks and Shannon Jost Named to Top 50 Women Lawyers in Washington list

Stokes Lawrence Named to 2014 Best Law Firms List

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