(deceased)
Tim's practice focuses on estate planning and estate and trust administration. He is a frequent lecturer on estate planning, trust and probate issues. He was selected by his peers for inclusion in The Best Lawyers in America in the area of Trusts and Estates, The Best Lawyers in Washington by Seattle Business Magazine and Best Lawyers in the Puget Sound by the Puget Sound Business Journal, he was named by his peers as a "Super Lawyer" in Washington Law & Politics magazine and a “Top Lawyer” in estate planning in Seattle Met Magazine and in the Puget Sound Region by Seattle Business Magazine. He was named a "Five Star: Best in Client Satisfaction Wealth Manager" in Seattle Magazine, based on consumer surveys, panel review and independent research.
Practice
Bar Memberships
- Arizona, 1988
- Washington, 1990
Education
- Fordham University, B.S., Marketing, 1976
- University of Arizona, J.D., summa cum laude, Order of the Coif, 1988 (Member; Arizona Law Review)
Professional Activities and Memberships
- Fellow, American College of Trust and Estate Counsel
- Member, Washington State Bar Association (WSBA)
- Member, University of Washington Foundation, 2008 to 2010
- Past Chair of the WSBA Real Property, Probate & Trust Section Executive Committee; Co-chair 1996 and 2005 Mid-Year Meetings
- Past Chair, Estate and Gift Tax Committee of Taxation Section of WSBA
- Member, Seattle Estate Planning Council
- Member, Estate and Gift Planning Council
of the University of Washington, Chair 2008-2010
Presentations
- 2012 Planning Still Makes Sense “Spousal Access Trusts” (Washington State Bar Association, Estate and Gift Tax Updates: More “Permanent” Estate Planning?, March 2013)
- “Ethics for Estate Planners” 2006, 2008, and 2009
- “Estate Planning for the Rest of Us - Planning for the Non-Taxable Estate,” 52nd Annual Estate Planning Seminar, Seattle, WA, October 2, 2007
- “Post Election Estate Planning,” Planning After the Election Seminar, Garvey Schubert Barer, Badgley, Phelps and Bell, and The Commerce Bank of Washington, Seattle, WA, November 14, 2006
- “Planning in an Uncertain Tax Environment,” Garvey Schubert Barer and Sterling Savings Bank, Seattle, WA, January 25, 2006
- “Recent Case Developments for FLLCs and FLPs,” Business Succession Planning Seminar, Lorman Education Services, Seattle, WA, June 29, 2005
- “Using GSTT Planning Strategies with Irrevocable Life Insurance Trusts and Dynastic Trusts,” King County Bar Association, May 2000
- “Intentionally Defective Grantor Trusts,” Washington Real Property, Probate & Trust Section, Mid-Year Meeting, June 1999
- “Crummey Powers: Both Sides of the Coin,” Washington Real Property, Probate & Trust Section, Mid-Year Meeting, May 1998
- “Gifting Strategies To Reduce Federal Transfer Taxes,” Washington State Bar Association, July 1997
- “How We Would Plan Bill Gates' Estate,” Gonzaga University School of Law, April 1997
- “Shifting Value and Protecting The Passage of Wealth,” National Business Institute, September 1995
- “Inter Vivos Transfers,” King County Bar Association, April 1994
- “Planning for Disability and Healthcare Decisions, Estate Planning and Probate in Washington,” Lorman Education Services, July 1991 and 1992
Publications
- I'll Be Dead By Then, Who Cares? (November, 2002)
- New Proposed Regulations for the Generating-Skipping Transfer Tax; You'd Better Watch Out, TAXATION LAW (July 1993)
- Irrevocable Trust Agreements Model Forms and Annotations, Washington State Bar Association Deskbook (1992) (co-author)
- Personal Residence Trusts, Real Property, Probate & Trust (February, 1992) (co-author)
- Comment: Grandparent's Right to Intervene in Dependency Hearings: a Further Advance of the Best Interest of the Child?, 29 ARIZONA LAW REVIEW 531 (1987)