Bill counsels clients on their estate plans and tax-efficient transfers of family wealth through gifts, sales, and other sophisticated wealth transfer strategies, including drafting and implementing intentionally defective grantor trusts, nongrantor trusts, grantor retained annuity trusts, split-interest charitable trusts, irrevocable life insurance trusts, and spousal lifetime access trusts. Bill also advises on the creation and administration of perpetual purpose trusts and counsels trustees and other fiduciaries on trust administration and fiduciary duties.
Education
- Berkeley Law, University of California, Berkeley, J.D., 2011
- University of Texas at Austin, M.A., Classics, 2004
- University of Iowa, B.A., Classics, 2000
Bar & Court Admissions
- Washington
- Professional Recognition
- Professional Leadership
- Publications
- Presentations
- Community Involvement
- Related Employment
- 2022-present – Author, Trust Law Chapter of King County Washington Lawyer’s Practice Manual
- 2026 – Author, Perpetual Purpose Trusts and their Application for Business Succession Planning
- Testamentary Trust Funding, King County Bar Association Probate Administration Seminar, October 2023
- Tax Planning with Nongrantor Trusts, Seattle Estate Planning Seminar, November 2019
- Planning for Estate Tax After Death, Northwest Washington Estate Planning Council, September 2019
- Planning for Closely Held Businesses, Seattle Estate Planning Seminar, November 2018
- Perkins Coie LLP, 2013-2025
- Skadden, Arps, Slate, Meagher & Flom, 2011-2013