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Dana M. Reid

Dana Reid is a trusts and estates attorney with 20 years’ experience advising clients on all aspects of estate planning, including business succession and intergenerational planning, and gift, estate, and generation-skipping transfer tax matters. Her work also includes charitable planning, with a focus on creating and supporting private foundations, nonprofit public charitable organizations, and charitable remainder and lead trusts. Dana’s clients range from business owners and executives, physicians, and dentists to professional athletes, vineyard owners, commercial real estate investors, and software engineers.

Practice Highlights
  • Advises high net worth clients on the tax and non-tax aspects of estate planning, such as federal gift, estate, and generation-skipping transfer tax matters, and Washington state estate tax matters, and dealing with out-of-state property, multigenerational planning, and business succession planning
  • Prepares premarital and postmarital agreements, cohabitation agreements, domestic partnership agreements, and other agreements regarding the status of property
  • Non-charitable and charitable gifts, including the negotiation of substantial endowment and naming gifts to charitable organizations
  • Charitable planning, including the creation of private foundations and supporting organizations, charitable remainder and lead trusts, and providing ongoing representation in operational and governance matters
  • Forms nonprofit public charitable organizations and providing representation with respect to operational and governance matters
  • Forms for-profit business entities and providing advice on operational, governance and succession issues and representation in transactions
  • Represents fiduciaries and beneficiaries in estate or trust administration matters and disputes, including probate and non-probate administration and trust interpretation or reformation matters

Representative Experience

Estate planning for private client*

Amendments and restatements of complex revocable trust agreement and related estate planning documents. (Ongoing)

Trust and estate planning for co-founders of a private software company*

Large gifts of co-founders' non-voting interests in company to intergenerational trusts for descendants. (2011)

Estate planning for second generation, private, family-owned maritime company*

Negotiation of new buy-sell agreement and large gifts of co-owner’s non-voting interests in company to third generation. (2010)

Trust and estate and charitable planning for founder of a private, family owned composite materials*

Gift and sale of a majority of founder’s remaining ownership in company and successful gift tax audit. (2006-2008)

Merit badge for youth organization*

Negotiated creation of new merit badge with national youth organization. (2005)

Naming gifts for schools*

Negotiated major, naming gift agreements with universities in California and Arizona. (2004-2005)
* Denotes experience completed at a prior firm

Additional Qualifications

  • Partner, 2002-2011; Associate, 2000-2002 – Montgomery Purdue Blankinship & Austin PLLC, Seattle

Professional & Community Activities

  • Board of Directors, Seattle Symphony Orchestra
  • Estate Planning Council of Seattle
  • Washington Women in Tax
  • National Committee on Planned Giving
  • Washington Planned Giving Council
  • Taxation Section, American Bar Association
  • King County Bar Association
  • Taxation Section; Real Property, Probate and Trust Section – Washington State Bar Association
  • Trusts and Estates Section, Los Angeles County Bar Association
  • Taxation Section; Business Law Section; Estate Planning Probate and Trust Section — Bar Association of San Francisco
  • Napa County Bar Association
  • First Vice President; Board of Directors – Pilchuck Glass School 
  • Former Member, Advisory Board of Directors, Pacific Northwest Ballet
  • Board of Overseers; Planned Giving Advisory Committee – Whitman College
  • Former Director, Washington Women Lawyers
  • Founding Director, Washington Women Lawyers Foundation