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The Perkins Coie Trust & Estate Planning group works with families and high-net-worth individuals, helping them define and meet their estate planning needs. We provide specialized planning for owners of closely held businesses, family offices, senior officers of public companies and entrepreneurs. The planning may involve managing financial resources through the strategic use of trusts, gifts, sales and other income- and wealth-transfer devices. We implement family and philanthropic goals while minimizing income, gift and estate taxes. When needed, we engage our Tax Controversy practice, distinctive for its depth of prior experience in the government, to efficiently and favorably handle disputes or conflicts on behalf of financial institutions, individual trustees, personal representatives and individuals.
Betz, Colonel (Head of Department)
Family Office Services
Tax Controversy