Ryan Montgomery

Ryan Montgomery

Ryan Montgomery is the fourth generation of the Montgomery family to practice law at MPBA. Mr. Montgomery’s practice focuses on estate and tax planning, estate and trust administration, business succession planning, and related real estate and business transactions. Practice Highlights Preparing estate planning instruments such as Wills, Revocable Living Trusts, Durable Powers of Attorney, and Health Care Directives. Preparing various … Continue reading »

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Kara Kalenius Novak

Kara Kalenius Novak counsels clients on all aspects of estate and trust planning and administration, including complex income, estate, gift and generation-skipping transfer tax planning issues. A significant portion of her practice involves representing fiduciaries and beneficiaries in trust and estate disputes, including guardianships and court-supervised trusts.  Kara also advises Washington state trust companies and certified professional guardians on corporate … Continue reading »

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Jim Wishaar

With an advanced degree in taxation, Jim Wishaar assists clients in the areas of estate planning, probate and trust administration, corporate and limited liability company formation and planning, and tax law. Jim has extensive experience in federal tax planning, return preparation, and problem resolution involving the Internal Revenue Service. Education Denver University, Denver, CO Legum Magister in Taxation, 1980 Academic … Continue reading »

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George Akers

George Akers’ vast experience covers construction and commercial litigation, business planning, banking, real estate and estate planning. This broad experience, along with an advanced degree in taxation, has earned him high regard for being exceptionally effective in representing clients. Education New York University, New York, NY Legum Magister, Taxation, 1966 University of Washington School of Law, Seattle, WA Juris Doctor, … Continue reading »

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Al Montgomery

Al Montgomery is the third generation of his family to practice law in the firm. He practices almost exclusively in estate planning. His thirty plus years of experience provides a thorough, comprehensive foundation for trust and estate planning, wealth transfer planning, business continuation planning and trust and estate administration. His clients include business owners and executives, professional persons, and real … Continue reading »