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PRACTICE AREA

Estate Planning & Wealth Transfer

Plans that protect your family, prepare for incapacity, and pass on what you have built—through wills, trusts, and thoughtful wealth transfer.

This May Be Right for You If…

You want to protect your spouse, children, or future generations

You want to reduce the chance of probate, guardianship, or family disputes

You own a home, real estate, business interests, or significant investments

A loved one has passed away and you need help with probate or a trust

You are planning ahead for aging, incapacity, or long-term care

You have heirs or assets in Korea as well as the United States

We Help With

A sound estate plan works during your lifetime and after it. We prepare the core documents, add the structures your family and assets call for, and guide your family through probate or trust administration when the time comes.

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  • Wills and revocable living trusts

  • Durable powers of attorney and health care directives

  • Incapacity planning to reduce the need for guardianship

  • Prenuptial, postnuptial, and community property agreements

  • Beneficiary designations and coordination of non-probate assets

  • Long-term care and Medicaid (Apple Health) planning

  • Asset protection planning within the limits of Washington law

  • Probate and estate administration, including nonintervention powers

  • Trust administration and guidance for successor trustees

  • Guardianship and less restrictive alternatives

  • Signing meetings with notarization, including remote online notarization

Services May Include

For larger or more complex estates, advanced planning may use irrevocable trust and transfer techniques such as:

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  • Spousal Lifetime Access Trusts (SLATs)

  • Grantor Retained Annuity Trusts (GRATs)

  • Irrevocable Life Insurance Trusts (ILITs)

  • Charitable Remainder Trusts (CRTs)

  • Family Limited Partnerships (FLPs) and family LLCs

  • Multigenerational trust planning

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Each technique carries costs, trade-offs, and tax rules. We recommend one only when it fits your goals.

Practical guidance. Sophisticated planning. Trusted representation.

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OFFICE

3400 188th St SW, Suite 695
Lynnwood, WA 98037

CONTACT

© 2026 Summit Pro Law, PLLC · Lynnwood, Washington
This website provides general information, not legal advice. Contacting us does not create an attorney-client relationship.

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