Wills, Trusts & Estates

I enjoy working with middle income families and individuals who are interested in planning ways to protect themselves and their families in case of crisis. I like helping families deal with the legal aspects of crisis and loss so that they can focus on the emotional process.

• Nolo Document Review

• Estate Taxes & Gift Taxes
• Power of Attorney
• Tax Planning

• Charitable Giving
• Charitable Trusts
• Drafting Trusts
• Drafting Wills
• Estate Administration
• Estate Planning
• Living Trusts
• Living Wills
• Probate
• Asset Protection
• Guardianship
• Power of Attorney
• Business Succession Planning
• Special Needs Trust
• Supplemental Needs Trust
• Revocable Trust & Irrevocable Trust

WA, Nov 2001
Bar Number: 31765

Washington.

I am a member of the Washington State Bar Association Sections on Probate and Elder Law as well as a member of the King County Bar Association Sections on Probate, Guardianship, and Elder Law. I currently serve as the King County Bar Association Collaborative Law Liaison to the KCBA Guardianship and Elder Law Section. I am also a member of the International Holistic Lawyer's Association.

I attend continuing legal education seminars on estate planning, guardianship, probate, and family law. I always exceed the required number of continuing education hours.

• Author, Diffusing Conflict in Your Small Business Family, Biznik 2008.
• Contributing Author, "Recent Developments in Insurance Coverage Litigation," ABA Tort Trial and Insurance Law Practice Journal, upcoming issue. (Section focuses on Environmental Coverage)
• Co-Author, Cozen O'Connor, Client Seminar Materials on "Impact of Terrorism Risk Exclusions for Third Party Claims" (2003) and "What is a Pollutant?" (2004) (Internal Publications)
• Co-Author, NBI Seminar Materials, "Insurance Coverage Basics", Summer 2004
• Co-Author of Cozen O'Connor White Papers on Environmental Coverage Law in Hawaii and Oregon (Internal Publication)

The most frequent cases that I handle are cases where families, often parents with small children, come to me to put together an estate plan to make sure the family is protected in case of disability or death. Because of my holistic practice, I also get to work with a lot of non-traditional families including blended families and same-sex couples. I also work with single individuals. Estate planning packages typically include wills, powers of attorney and health care directives. They may also include living trust, credit shelter trusts, children's trusts, or special needs trusts. Clients also get help deciding how to title real estate and designate beneficiaries.

I also help adult children who need to set up guardianships for their parents and help them explore less restrictive alternatives to avoid guardianship.

When clients experience a loss, I assist clients with probate, trust administration, or other methods of assets of transfer.

In family law, I work with clients who have already come to an arrangement on their assets or plan to with the help of an independent mediator. I assist them in navigating the necessary paperwork and court procedure to make their agreement final.

In immigration, I help clients apply to get green cards for family members and naturalize.

1

Washington

The firm was established in 2007.

Phinney Estate Law focuses on disability planning and estate planning for individuals and families. We also specialize in guardianship, elder law, and probate. We assist clients with affirmative immigration petitions, uncontested family law issues, and small business matters as well.

I have worked as an intern with Northwest Immigration Rights Project and Northwest Justice Project. I was also an Attorney Advisor for the U.S. Department of Justice and an associate with Cozen O'Connor.

• Volunteer Facilitator for the King County Probate and Guardianship calendar.
• Pro Bono Publico Award from Washington State Bar Association 2003, 2004, 2005, 2006, and 2007.
• Liaison between King County Bar Association's Collaborative Law and Elder Law sections.

(206) 274-4930

I am available by appointment.

Yes

I offer flat fees for estate planning, disability planning, immigration, and family law. I do hourly work for guardianship and probate. My price list can be found at http://www.phinneyestatelaw.com/PEL/Fee_Schedule.html.

My fee for document review would be $120 per hour.

$120 per hour.

I offer a free 30-minute consultation.

I do not have a retainer. I typically ask for a 50% deposit for flat fees. I can work out a payment schedule when needed.