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Joanna Roth

Joanna Roth

Law Office of Joanna Roth
150 Nickerson Street
Suite 103
Seattle, WA 98109

Phone: (206) 229-3258  |  Fax: (206) 299-4114
http://www.rothattorney.com

Contact Joanna Roth

Seattle Wills, Trusts, Estate Planning Attorney

Legal Topic

Wills, Trusts & Estates

Preferred New Clients

Change is inevitable. I help families create estate plans to manage change gracefully and confidently.

Sub-Categories

Estate Planning
  • Charitable Giving
  • Drafting Trusts
  • Drafting Wills
  • Estate Administration
  • Estate Planning
  • Living Trusts
  • Living Wills
  • Probate
  • Power of Attorney
  • Revocable Trust & Irrevocable Trust

Bar Admissions

WA, Jun 2004
Bar Number: 35143

Other Court Admissions

Washington State

Association Memberships

Washington State Bar Association
King County Bar Association
American Bar Association

Continuing Education

Domestic Partnership Act: I have attended multiple trainings in Washington's new and evolving domestic partnership act, including the tax consequences of the new legislation, to better assist clients in making informed decisions about registering as domestic partners.

Collaborative Law: Clients often struggle to manage conflict and intense emotions when grappling with loss in the context of a legal dispute. These trainings expand my ability to guide clients through emotionally difficult legal disputes while preserving valued relationships.

Relationship/Property/Prenuptial Agreements: For a variety of reasons, clients do not always want the default rules applied to their families in the event of death or divorce. I have specialized training to assist clients in thoughtfully defining the legal consequences of their intimate relationships. This is often particularly helpful to same-sex couples and blended families.

Special Needs Trusts: This is a technically demanding area of the law, where expertise is useful to allow clients to make the best use of available resources when providing for dependents or other family members with special needs.

Estates and Trusts: I attend many general trainings each year to keep abreast of recent developments in the law, to identify legal issues, to effectively draft documents, and generally fulfill my commitment to provide excellent service.

Example Cases

I worked with a client who was gravely ill. She wished for her estate to be distributed in a way that varied markedly from the way the state would have distributed it if she had not voiced a preference. I worked closely with her and her family, meeting in the hospital and in hospice. I drafted documents that carried out her wishes, including benefiting family members and charities. Her family retained me to probate her estate after her death.
One member of a happily committed same-sex couple came to me concerned about whether or not to register as domestic partners. We resolved this by drafting a relationship agreement that met their goals of defining their legal relationship and appropriately handling their property.

I prepared an estate plan for a young couple with children. Their primary concern was providing for their children in the event they both died while the children were small. I drafted wills that included a children's trust to pay for the education of two of the children, and a supplementary trust for one child with special needs.

Education

Degree:

M.P.A.

School:

University of Washington Evans School

City:

Seattle

State:

WA

Year:

2004

Focus and Accomplishments:

My focus was on education law and policy.

 

Degree:

A.B.

School:

Harvard College

City:

Cambridge

State:

MA

Year:

1993

Honors:

Cum Laude

Focus and Accomplishments:

I majored in Greek Classics.
I was a member of the Classics Club and the American Indian Student
Association.

 

Degree:

J.D.

School:

University of Washington School of Law

City:

Seattle

State:

WA

Year:

2003

Focus and Accomplishments:

Founding member of the Center for Human Rights & Justice, Treasurer of the Public Interest Law Association, recipient of the Bonderman International Travel Fellowship

Number of Attorneys

1

State Licensed In

Washington

Firm Focus and History

I guide clients through complex legal issues with compassion and respect. When people make use of estate planning tools to take charge of their affairs, they benefit themselves and their loved ones. I believe in the value of articulating desires rather than waiting for the state to step in. The state neither understands the complexities of an individual's situation, nor does it have the flexibility to create a carefully tailored solution. While this applies to everyone, non-traditional families can be particularly vulnerable, and I enjoy working with non-traditional families to avoid future conflict and ensure as much as possible that their wishes will be carried out. I also assist clients in probate disputes to resolve their disputes in a way that is as gentle as possible on the parties. Given appropriate support, most people can resolve conflict and create lasting and satisfying agreements.

Previous Employment Summary

I studied in France during college, and worked there for a while after graduation. I returned to the states and earned a Master's in Teaching English as a Second Language. I was fascinated with the interplay of language and power in schools, and decided that I wanted to work on the political end of second language education. I went to law school with the expectation of becoming a civil rights attorney; while there I found my calling and emerged a trusts and estates lawyer.

I worked for the Seattle Office of the Department of Education Office for Civil Rights, and for a small Seattle firm before opening my doors.

Activities and Awards

Board Member, King County Collaborative Law
Chair, King County Collaborative Law Civil Practice Group
Vice Co-Chair, King County Bar Association Collaborative Law Section
Volunteer, King County Bar Association Kinship Care Solutions Project
Volunteer, King County Bar Association Family Law Mentor Program
Volunteer, Wills for Heroes

What is your opinion regarding clients educating themselves on legal issues?

I appreciate the time and care clients put into educating themselves. Estate planning can be very technical. I aim to make the process transparent, and I will spend as much time as the client wishes to explain the myriad of choices available, and their consequences. I understand that not all clients find estate planning as interesting as I do, and so an important part of my job is listening carefully so that what I draft accurately reflects the client's goals.

Are you willing to review documents prepared by clients?

Reviewing client-prepared documents typically takes longer than it would take for me to draft them myself, and so it does not make economic sense for a client to pay me to review something they have drafted. I am willing to act as a notary for clients who have drafted their own documents, but in that case I will not take responsibility for their content. I also give talks on estate planning through the University of Washington Women's Center, the Phinney Neighborhood Association, and North Seattle Community College Continuing Education Program for people who want general information on estate planning in the hopes of drafting their own documents.

Are you willing to coach clients who want to represent themselves?

This does not apply to estate planning. I will coach people who are in mediation over probate disputes.

Why did you decide to be a lawyer?

I wanted to be a civil rights lawyer. I thought that society was changing to become more inclusive, but some parts of society were slow to catch up. As a lawyer, I wanted to speed the transition to a more inclusive society as a lawyer. To my surprise, my favorite subjects in law school were contracts and property. I hated moot court, and a future in civil rights litigation became profoundly unappealing. I feel fortunate to have found an area of the law that builds on my affinity for contracts and property, and creates value for clients by allowing them to create custom solutions that fit their particular circumstances.

If you'd like to learn a little more…

What work experience and education helps you be a better lawyer?

I find learning the technical aspects of the law to be the easy part. It is much harder to deal with the uncertainties of life: wondering whether or not a family member really would interfere with an estate plan, or deciding how many contingencies to plan for. I find that my best training comes from my clients, as they tell me what they need from me.

Why did you decide on your primary area of practice?

When I first opened my doors, I was unsure of which areas I wanted to focus on. I had the good luck to stumble onto estate planning family law, where I have found a good fit. I have chosen my practice areas because they give me the freedom to apply my passion for individual freedom and fairness in a cooperative setting. I have also found that working with people in the midst of loss, whether caused by divorce or death, is deeply meaningful. Surviving and then growing through my own losses has been exquisitely painful and has ultimately enriched my life. To the extent that I remember that the present is not the end, I guide my clients through the legal processes surrounding loss.

What do you like best about your career?

I enjoy the human contact that is such an important part of drafting an appropriate and effective estate plan. I also relish strategizing to make the most of an individual's or family's circumstances.

Tell us about your law firm:

I work as a sole practitioner, with an assistant.

What are your strengths and style?

One important strength is my comfort level with death. Beyond the professional trainings listed elsewhere, I have also met with people in the funeral industry, principally People's Memorial Association and people in the green burial and home funeral movements, so that I can help my clients make decisions about death without going to as much effort. I am able to ask clients detailed questions about their estate goals and help them think through their options, even when they find the conversation difficult.

My clients thank me for listening carefully to them, and I make an effort to be responsive and prompt.

Personal Interests:

I love to cook both vegetables and desserts. I usually have at least forty pounds of chocolate in my home, but none of it is milk chocolate. I am an avid biker, and began biking up hills this year. I biked up my first mountain pass this summer, and loved it. I am on the board of the Seattle Weavers' Guild, and have woven many rectangles. Most of all, I enjoy spending time with my family.

Office Manager/Assistant

None

Fax

(206) 299-4114

Office Hours

Monday through Friday
9:00 a.m. to 5:00 p.m.

Emergency After Hours

No

Foreign Languages

French

Fixed-Price Services and Fees

I offer fixed fees that can range from $400 to $4000, depending on the complexity of the document.

Hourly Rates

My hourly fee is $200.

Free Initial Consultation?

I do not do free initial consults; however, payments for initial consults are applied toward flat fee estate plan work.

Typical Retainer

We don't have retainers in Washington, we have advance fee deposits, and I let people know at the end of the initial consult what the charge will be. Estate plans for a married couple begin at $850, including wills, powers of attorney for health care and finances, living wills and dispositions of remains, if there is no tax planning and no trusts.

Understanding Fees

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