Related Practices

Admitted to Practice

Washington

Richard A. Klobucher

Partner

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Bellevue

T425.646.6131

F425.646.6199

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
IRS Private Letter Ruling 9133017: Obtained IRS approval to reform 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 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 Trusts and Estate Counsel
Real Property, Probate and Trust Sections; Trust Tax Force – Washington State Bar Association
Seattle Estate Planning Council
East King County Estate Planning Council
Bellevue Breakfast Rotary

Professional Recognition

Named as one of the “Best Lawyers in America” in Trusts & Estates Law by Woodward/White, 1991-present
Selected to “Washington Super Lawyers," Thomson Reuters, 2001-2011
Named as a "2010 FIVE STAR Wealth Manager," Seattle Magazine, April 2010, April 2011

Education

J.D., Stanford Law School, 1975
- Stanford Law Review
- Order of the Coif
B.A., Economics, Whitman College, 1969, magna cum laude
- Phi Beta Kappa


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