Publications

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It's Not Me, It's You
Sep 1, 2017

In this article, published in the King County Medical Society Bulletin, Tom Lerner outlines the steps health care practitioners can take to legally and gracefully exit a partnership.

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Insight on Estate Planning - August/September 2017
Aug 08, 2017

Check out this issue of Insight on Estate Planning for information on the potential effects of changes to the federal estate tax, how a 529 plan can benefit your estate plan, whether a spendthrift trust can help achieve your goals, what happens if you die without having drafted a will, and how to include provisions for your pet in your estate plan.

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Insight on Estate Planning - June/July 2017
Jun 02, 2017

In this edition of Insight on Estate Planning, you'll learn tips for balancing the needs of your children, your aging parents and yourself; whether a charitable IRA rollover is a viable option for you; how to avoid claims that someone may have had undue influence over your estate plan; and the importance of coordinating health care directives with other estate planning documents. We've also included an update on the attorneys in our Estate Planning team.

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Insight on Estate Planning - April/May 2017
Apr 04, 2017

This issue of Insight on Estate Planning explores the benefits of dynasty trusts, the best options for pension plan payouts, how IRA assets can fit into your estate, what to do if you live in a state with high estate tax, and tips for disposing of personal property in your estate plan.

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Insight on Estate Planning - February/March 2017
Feb 13, 2017

In this issue of Insight on Estate Planning, you'll find information on stretching out estate taxes on business interests, reducing family conflict by using a total return unitrust, deciding whether a donor-advised fund is right for you, videotaping your will, and understanding Washington's new power of attorney act.

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