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Publications
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04.10.2023Washington Capital Gains Tax: More Questions, Tentative AnswersUpdatesNearly two years after being enacted by the state legislature, and one year after being struck down by a lower court, the Washington state capital gains tax has been reinstated as constitutional, and the first returns and payments are due April 18, 2023.
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03.24.2023Washington Capital Gains Tax Upheld by State Supreme Court: Questions AnsweredUpdatesThe Washington Supreme Court upheld the state's capital gains tax in a 7-2 decision, overturning Douglas County Superior Court’s ruling that the tax is an unconstitutional tax on income.
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Updated 03.14.2022Washington Legislature Enacts Capital Gains Tax and Trial Court Rules Unconstitutional; Questions AnsweredUpdatesOn April 25, 2021 the Washington Legislature passed Senate Bill 5096, a state capital gains tax on individual residents of the State of Washington. This update was originally published on April 30, 2021, with the title "Washington’s New 7% Capital Gains Tax Questions Answered."
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04.18.2019Opinion: Property Ownership Can Be Tricky to ConcealArticles
Puget Sound Business Journal
Residential real estate may be merely one asset class in an individual's wealth management portfolio, but primary and vacation homes are unique in that they provide a sense of safety, security, fulfillment and well-being to an owner's family that stocks and bonds cannot. In maintaining that desired sense of security, owners often prefer to maintain privacy with respect to their residential property ownership. -
03.09.2018Beware of These Cryptocurrency Estate Planning PitfallsArticles
The Puget Sound Business Journal
Steven Schindler authored the Puget Sound Business Journal article, "Beware of These Cryptocurrency Estate Planning Pitfalls," regarding areas to be conscientious of when estate planning with cryptocurrencies.
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12.26.2017Tax Cuts and Jobs Act of 2017: Year-End Planning for IndividualsUpdatesLast week, the Tax Cut and Jobs Act was signed into law and generally takes effect on January 1, 2018. In this update, we summarize some of the most significant tax law changes and suggest steps you might consider taking before the end of 2017 to reduce your income tax liability.
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08.16.2016Federally Proposed Rules to Increase Tax Cost of Family-Entity TransfersUpdatesThe federal government proposed sweeping new tax rules earlier this month that would dramatically affect family businesses, investment partnerships and other entities.
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04.06.2015Irrevocable Life Insurance Trusts - Tax and Nontax AdvantagesUpdatesCreating an Irrevocable Life Insurance Trust (ILIT) can dramatically increase the liquidity of an individual’s estate and effectively leverage the value of the annual $14,000 per donee gift tax exclusion and the $5,430,000 generation-skipping transfer tax (GSTT) exemption for U.S. persons. (The annual exclusion is $14,000 in 2015.
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04.26.2012Is 2012 the Year for You to Make a Significant Gift to Your Family Members?Updates
2012 may be the ideal year for Washington residents to make gifts. The combination of the current Washington State tax laws and the change in the federal transfer tax structure presents a unique opportunity for residents to make large gifts to reduce the impact of the State estate tax.
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03.16.2012Washington Residents Have an Incentive to GiveArticles
Puget Sound Business Journal
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Fall 2011Planning with Gifts: The Interaction of Transfer and Income TaxesArticles
Washington State Bar Association Real Property, Probate & Trust Newsletter
Presentations
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05.14.2021Health Care PlanningSpeaking EngagementsKing County Bar Association, Personal Estate Planning for the 99% / Seattle, WA
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05.13.2021Washington Tax UpdatesSpeaking EngagementsAmerican Bar Association, Tax Section / Virtual 2021 May Meeting
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12.11.2019Safe Houses: Privacy and Related Estate Planning Objectives in Real Property AcquisitionSpeaking EngagementsWashington State Bar Association, Fall Probate and Trust Seminar / Seattle, WA
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11.19.2019Privacy in Real Estate AcquisitionsSpeaking EngagementsSeattle Estate Planning Seminar / Seattle, WA
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04.12.2017Health Care PlanningSpeaking EngagementsKing County Bar Association, Personal Estate Planning for the 99% Continuing Education Program / Seattle, WA
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11.17.2016Drafting and Negotiating Prenuptial AgreementsSpeaking EngagementsNorth Central Washington Estate Planning Council / Wenatchee, WA
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09.16.2016Health Decision MakingSpeaking EngagementsWashington State Bar Association, Advising Clients on Retirement and Long-Term Care Planning / Seattle, WA
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06.18.2016Drafting Prenuptial AgreementsSpeaking EngagementsWashington State Bar Association, Real Property, Probate & Trust Midyear Continuing Education Program / Cle Elum, WA
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04.28.2016Health Care PlanningSpeaking EngagementsKing County Bar Association, Personal Estate Planning for the 99% Continuing Education Program / Seattle, WA
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05.21.2015Washington Estate Tax and the Family-Owned Business DeductionSpeaking EngagementsSnohomish County Estate Planning Council Continuing Education Program / Everett, WA
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04.23.2015Health Care PlanningSpeaking EngagementsKing County Bar Association, Personal Estate Planning for the 99% Continuing Education Program / Seattle, WA
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11.13.2014Testamentary Trust Funding and Estate Tax ElectionsSpeaking EngagementsKing County Bar Association, 10th Annual Probate Administration Continuing Education Program / Seattle, WA
