Richard A. Klobucher

Davis Wright Tremaine LLP

$ $$$

108th Avenue Northeast 777
Bellevue 98004 WA US

Rick Klobucher advises clients on issues related to trusts and estates, both with respect to planning for transfer of estates to family members during lifetime and at death, and in the administration of estates and trusts.

Practice Highlights:

  • Comprehensive and estate tax planning: Advised and implemented planning to fully utilize available tax exemptions, using both wills or living trust formats, and to fully utilize available gift tax exemptions
  • Dynasty trust planning: Advised and implemented generational trust planning to utilize available generation-skipping tax exemptions for long-term family trust planning
  • Other estate tax planning: Advised and implemented irrevocable life insurance trusts as estate tax strategy and dynasty trust strategy
  • Family business and estate transfer: Advised and implemented tax strategies to transfer family assets effectively via intentionally defective grantor trusts, qualified personal residence trusts, and grantor retained annuity trusts
  • Estate settlements: Advised executors and trustees in estate tax settlements and disputes, including estate and gift tax audit settlements
  • Private foundation planning: Created private foundations to receive family assets for specific charitable purposes under family management

Professional & Community Activities:

  • Fellow, American College of Trust and Estate Counsel
  • Real Property, Probate and Trust Sections; Trust Tax Force – Washington State Bar Association
  • Seattle Estate Planning Council
  • Bellevue Breakfast Rotary

Education:

  • J.D., Stanford Law School, 1975
    • Stanford Law Review
  • B.A., Economics, Whitman College, 1969, magna cum laude

Cost

Rate : $$$$

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108th Avenue Northeast 777
Bellevue 98004 WA US
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Lina Stillman

5.0
Broadway 42
New York 10006 NY US
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