- Assisted in defending an estate against an aggressive IRS audit in Commissioner vs. Purdue, Estate of Purdue, T.C. Memo. 2015-249, an important taxpayer victory in the advanced estate tax arena.
- 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), an important 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, “Retirement Account Beneficiary Designation Planning – Before and After the SECURE Act.” Financial Planners Association of Puget Sound 2020 Symposium, March 2020 (live presentation cancelled due to COVID-19).
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
Five Star Wealth Manager – Seattle Magazine
Superb Attorney Rating (10.0) – Avvo
Top Rated Estate Planning & Probate Attorney in Seattle and Rising Star (2010-2012 and 2015-2018) – Super Lawyers
Professional and Community Associations
Washington State Bar Association
King County Bar Association
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),