Webinar – Resolving Disputes in Estate Administration
December 23rd, 2021 attorneys Matthew Cruz, Per Oscarsson, and Sarah Smith outline the basics of resolving disputes, in the context of estate administration. Read More
Federal Annual Gift Tax Exclusion for 2022
Federal law imposes a tax on gifts made in excess of a specific amount in a calendar year to a specific recipient (known as a “donee”). That tax is usually paid by the donor (the giver) of the gift. The specific amount is known as the annual gift exclusion. For the past four years, the… Read More
Federal and Washington Estate Taxes for 2022
The “basic exclusion amount” is the amount of a deceased person’s estate that passes free of federal estate tax. This differs from the unlimited marital deduction that applies when one spouse dies and transfers all of his or her interest in property to the surviving spouse. There is a basic exclusion amount for federal estate… Read More
Webinar – Distribution Issues In Estate Administration
November 11, 2021 Estate planning team lawyers Matthew Cruz, Per Oscarsson and Sarah Smith present distribution issues in estate administration in Washington State. Read More
Webinar – Your Estate Questions – How Do My Debts Get Paid?
October 14th, 2021 Per Oscarsson answers a common estate Question: How Do My Debts Get Paid? Read More
Webinar – Who is In Charge? (Dictated by Will, Trust, or Intestacy Laws)
September 16th, 2021 attorney Sarah Smith discusses "Who is In Charge? (As Dictated by Will, Trust, or Intestacy Laws)". Read More
Granting Access To Your Digital Assets – Priority Of Directions; Disclosure
As I described in my previous post, Washington enacted the Revised Uniform Fiduciary Access to Digital Assets Act (RCW Chapter 11.120) (the “Act”) that allows a Washington user of digital assets (such as e-mail, social media, etc.) to provide directions giving, limiting, or denying a designated fiduciary access to their accounts. The user can allow… Read More
Webinar – Intestate Distribution: What Happens If I Don’t Have A Will Or Trust?
August 19th, 2021 attorneys Per Oscarsson and Sarah Smith discuss Intestate Distribution and what happens if you don't have a will or trust. Read More