Our clients are individuals, families and charities who value life and intend a legacy for future generations.
The mission of the Trust and Estate Department at Barron Smith Daugert, PLLC is to guide, counsel and assist our clients in making legal and financial arrangements that protect and benefit themselves, their families and their communities, both during life and after death.
It is important to us that our clients feel heard and understood. We attend to each client as a unique individual or family, listen to learn their particular life circumstances, and create plans that work for them. We help our clients recognize their issues and determine their needs, offering thoughtful responses, analysis, and options.
The work we do helps people give security to their families, and meaning to their lives. We enjoy our work because we help people with some of life’s most important decisions.
An inheritance can assist or damage survivors, depending upon how it is planned. Thoughtful estate planning can help define family relationships and promote harmony. Planning can also increase the assets available to survivors and charities by reducing income, gift and estate taxes.
We utilize all available tools, including:
- Revocable and Irrevocable Trusts
- Gifting plans
- Formation of limited partnerships and limited liability companies
- Prenuptial and property status agreements
- Retirement account distribution planning
- Business succession planning
- Charitable gift planning
- Gift and estate tax planning
- Trust and Estate administration
- Preparation of estate tax returns
J. Bruce Smith has practiced law since 1977, and has managed the Trust and Estate Department at Barron Smith Daugert since 1987. He has been a partner since 1989.
Andrew W. Heinz has been part of the firm since 2014, when the estate planning group at Resick Hansen Fryer Hall & Heinz, PLLC joined the Trust and Estate Department at Barron Smith Daugert. He was admitted to practice in 2005 and has focused almost exclusively on estate planning and related areas since 2007. He has been a partner since 2015.
Erin Crisman Glass was admitted to practice in Washington in 2007. She joined the firm in 2010. Prior to joining the firm, Erin completed a two-year clerkship with Washington State Court of Appeals Judge Mary Kay Becker. Erin became a partner this year.
Olivia J. Burkland was admitted to practice in Washington in 2009 and received her LLM in taxation in 2011. She joined the firm in 2015 and her practice focuses almost exclusively on probate and trust administration matters including preparation of Washington and Federal estate tax returns.