Karen R. Bertram

Partner

[email protected]

Phone:  206-382-4414, ext 248

Karen's practice focuses on all matters involving trusts and estates, including estate planning, probate and trust administration. She serves as a fiduciary for trusts and estates, and has substantial litigation experience in trust and estate disputes.  Ms. Bertram also serves as an expert witness and mediator in trust and estate litigation matters.  She is listed in Best Lawyers in America for both Trusts, Estates, and Trust and Estate Litigation and was named by that publication as the 2018 Lawyer of the Year for Trust and Estate Litigation.  She has been named a “Top Lawyer” in estate planning in Seattle Met Magazine and the Puget Sound Region by Seattle Business Magazine.  She has been designated by her peers as a “Super Lawyer” every year since 2000, has consistently been named one of the top 50 women lawyers and among the top 100 lawyers in Washington by Washington Law & Politics.

Practice

• Estate Planning
• Probate and Trust Administration
• Trust, Estate and Guardianship Litigation
• Mediation
• Fiduciary
• Expert Witness

Bar Memberships and Professional Certification

• Washington
• United States District Court, Western Washington
• United States District Court, Eastern Washington
• United States Court of Appeals for the Ninth Circuit

Education

• Seattle University, J.D., magna cum laude, 1992
• Notes & Comment Editor, University of Puget Sound Law Review
• University of Washington, B.A., Political Science, magna cum laude, 1986

Professional Activities

• Fellow, American College of Trust and Estate Counsel
• Member, Washington State Bar Association (WSBA)
• Member, WSBA Real Property Probate & Trust Section, Executive Committee
• Member, WSBA Real Property, Probate & Trust Section, Trust & Estate Litigation Subcommittee
• Member, King County Bar Association
• Member, Real Property, Probate and Trust Section

Presentations

• “The Nonintervention Estate and Rathbone” 2020
• "Professional Fiduciary Panel" 2019
• "Estate Planning for Potentially Vulnerable Clients: Taking a Closer Look" 2018
• "Trust & Estate Litigation After Rathbone: Jurisdiction, Standing and Other Considerations" 2018
• “TEDRA: Looking at a Case in the Rearview Mirror” 2016
• “Advising Clients in a Shifting Environment” 2015
• “Applying Washington's Slayer Statutes to the Financial Exploitation of Vulnerable Adults” 2014
• “Solving Problems in Estate and Trust Administration” 2013
• “The Litigation that Lurks When You Procrastinate” 2013
• “Trust and Estate Disputes: A Procedural Roadmap When Everyone is Kung Fu Fighting” 2011
• “Ethics for Estate Planners” 2006, 2008, 2009 and 2010
• “Overview: Your Client's Fiduciary Obligations” 2008
• “Update on Relationship Claims in Estates” 2007
• “Practical Applications of TEDRA” 2007
• “TEDRA – How is it Working/Claiming Tortious Interference with Inheritance” 2004
• “Challenges to Joint Tenancies and Other Non-Testamentary Dispositions” 2004
• “Litigating Will Substitutes” 2004
• “Challenges to Joint Tenancies and other Non-Testamentary Dispositions” 2003

Publications

• Washington Estate Planning and Probate Deskbook, Washington State Bar Association, 2017, Chapter 12, Estate Administration
• Washington Estate Planning and Probate Deskbook, Washington State Bar Association, 2017, Chapter 13, Trust and Estate Disputes
• Washington Probate Deskbook, Washington State Bar Association, 2005, Chapter 9, Estate Disputes
• King County Probate Manual, King County Bar Association, 2011, Chapter 16, Trust and Estate Dispute Resolution
• Washington's Closed-Circuit Testimony Statute: An Exception to the Confrontation Clause to Protect Victims in Child Abuse Prosecutions, 15 U. PUGET SOUND L. REV. 193 (1992)