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List of Services 

Advance Directives (also called Living Wills)

Asset Protection Planning

Beneficiary Designations

Business Succession Planning

Charitable Remainder Trusts

Children’s Trust

Common Pot Trusts for Minors

Community Property Agreements (also called Marital Agreements)

Corporations (including S Corporations)

Credit Shelter Trusts

Durable Powers of Attorney

Entity Selection and Formation

Family Limited Partnerships (FLPs)

Gifting Plans (annual exclusion and legacy strategies)

Grantor Retained Annuity Trusts (GRATs, and income trusts (GRITS))

Health Care Powers of Attorney

HIPAA Authorizations

Irrevocable Life Insurance Trusts (ILITs)

Limited Liability Companies (LLCs)

Limited Liability Partnerships (LLPs)

Marital Deduction Planning

Pet Trusts

Prenuptial Agreements

Qualified Domestic Trust (QDOT)

Qualified Principal Residence Trusts (QPRTs)

Qualified Terminable Interest Property Trusts (QTIPs)

Qualifying Subchapter S Trust (QSST)

Retirement Planning (IRAs, 401s, pensions, etc.)

Revocable Living Trusts

Special Needs Trusts

Stand-Alone-Retirement Trusts

Survivor Trusts

Tax Planning (estate-related gift tax, estate tax, income tax, generation skipping transfer tax)

Wills


Leonard A. Hagen, J.D., LL.M.
Sound Estate Planning, PLLC
152 3rd Ave. South, Ste. 107
Edmonds, WA 98020
Phone: (425) 967-7287
len@soundestateplanning.com

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