Peterson Russell Kelly
Services

Estate Planning

Three out of twelve attorneys at Peterson Russell Kelly hold masters degrees in taxation. Clients with estates and businesses of all sizes turn to PRK for their estate planning, business succession and probate needs. PRK attorneys assist in the transfer and disposition of family assets and businesses by offering a full range of estate planning techniques, including wills, trusts, ante nuptial agreements, partnerships, limited liability companies, and buy-sell agreements. PRK provides tax advice regarding retirement savings and distributions, 401k plans, IRAs, and other qualified and nonqualified retirement plans, insurance annuities and trusts. For clients who face a potential estate tax liability, PRK strives to create a comprehensive plan that utilizes all available credit and exclusions. PRK attorneys also prepare business and health care powers of attorney and living wills.

PRK’s estate planning services include:
  • Preparation of wills and trusts
  • Probate administration of estate
  • Estate planning for the business owner
  • Charitable and deferred giving
  • Representation of executors and trustees

For more information contact:
Patrick M. Moran
(425) 990-4008
pmoran@prklaw.com