Richard A Klobucher
Practices
* Business Transactions
* China
* Communications, Media & Technology
* Construction
* Employee Benefits
* Employment & Labor
* Energy
* Entertainment
* Environmental & Natural Resources
* Finance and Commercial Transactions
* Government Relations
* Health Care
* Hospitality
* Immigration
* Intellectual Property
* Life Sciences
* Litigation
* Privacy & Security
* Real Estate
* Tax
* Trusts and Estates
Industries
* Advertising, Marketing & Promotions
* Agribusiness
* Aircraft
* China
* Communications, Media & Technology
* Construction
* Education
* Energy
* Entertainment
* Financial Services
* Food and Beverage
* Health Care
* Hospitality
* Internet and E-Commerce
* Life Sciences
* Medical Devices
* Nonprofit Organizations
* Petroleum
* Research and Academic Institutions
Fellow, American College of Trust and Estate Counsel
Richard A Klobucher
Davis Wright Tremaine LLP
777 - 108th Ave NE #2300
Bellevue WA 98004
Tel: 425 646-6131
Fax: 425 646-6199
E-mail: rickklobucher@dwt.com
Related Practices
- Trusts and Estates
- Tax-Exempt Organizations
Related Industries
- Nonprofit Organizations
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
* Gift 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 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
* IRS Private Letter Ruling 9133017: Obtained approval to reform a defective qualified Subchapter S Trust to preserve Subchapter S status for family corporation
* Charitable planning: Advised clients on charitable planning including use of charitable remainder trusts and charitable lead trusts
* Estate settlements: Advised executors and trustees in estate tax settlements and disputes, including estate tax audit settlements
* Private foundation planning: Created private foundations to receive family assets for specific charitable purposes under family management
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