Wealth Management Services

From simple wills to complex estates, from stock portfolios to closely-held corporations, our tax attorneys provide advice on the full range of planning options. Rather than offer you standard packages, our attorneys focus on personalized plans specifically designed to satisfy your needs. The Chair of our Wealth Management Services practice area, Tom Culbertson, is one of a handful of attorneys in the Inland Northwest certified by the American College of Trust and Estate Counsel (ACTEC).

ACTEC is a nonprofit association of lawyers established in 1949. Its members are elected to the College by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors. All ACTEC members have made substantial contributions to the field of trusts and estates law through writing, teaching and bar leadership activities.

We offer considerable expertise in the following areas:

• Wills & Trusts
• Estate and Gift Tax Planning
• Estate and Trust Administration
• Estate and Trust Litigation
• Business Succession Planning
• Charitable Trusts and Foundations
• Guardianships and Conservatorships
• Non Profit Organizations
• Pre-Nuptial Agreements
• Retirement Benefit Planning
• Taxation Issues

We anticipate that there may be changes in the Estate Tax during 2009. Once those changes have been adopted, we will post that information here.