Publications

This year-end issue of Insight on Estate Planning covers the potential advantages of turning down an inheritance, the importance of addressing intellectual property in your estate plan, reviewing your estate plan, the challenges of retiring to a foreign country, and the implications of Washington's new trust decanting law.

This installment of Insight on Estate Planning explores the best time to start receiving Social Security benefits, how to revise your estate plan after a divorce, using ABLE accounts to benefit family members with disabilities, choosing the right executor for your estate, and how certain medical and educational expenses paid as gifts may qualify for tax exclusion.

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.

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.

Tom Lerner discusses leadership failure in medical practices. This article was originally published in the King County Medical Society Bulletin.

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.