• Elder Law and Estate planning

      Well Planned Journey for Your Peace of Mind

      • Wills
      • Testamentary Trusts for children and dependents
      • Trusts designed to minimize state and federal estate tax
      • Durable Power of Attorney for financial matters
      • Durable Power of Attorney for Health Care Decisions
      • Health Care Directives (“Living Will”)
      • Living Trusts
      • Community Property Agreements
      • Special(Supplementary) Needs Trusts
      • Medicaid Planning
      • Long Term Care Planning
      • VA Benefits Planning
      • Guardianship

       

    • Estate Planning

      Comprehensive, Holistic, and Customized Estate Planning

      to Protect What Took Your Life Time to Build

      In complex estate planning cases, we typically address one or more of the following concerns:

      • Protection from creditors
      • Access (or limiting access) to wealth by beneficiaries for a multitude of reasons,
      • Estate taxation, including making effective use of federal and state death tax exemptions,
      • Income taxation, 
      • Special needs, disability, and long term care needs
      • Availability of and eligibility for Medicaid and other government benefits
      • How taxes will be apportioned, and 
      • How assets will be efficiently divided or managed now and/or after the clients death or incapacity.

      Additionally, we will likely consider using a number of different estate planning vehicles to achieve the desired results. We utilize a host of trust based planning tools. The following are just a few examples of the estate planning tools:

      • Grantor Retained Annuity Trusts
      • Charitable Remainder Trusts
      • Credit Shelter Trusts
      • Qualified Terminal Interest Property Trusts
      • Special Needs Trusts 
      • Irrevocable Life Insurance Trusts.

      Successful planning often demands the high level of tax knowledge. June Weppler has an advanced degree in Taxation (LL..M in Tax) and years of experience in the field of Tax and Estate Planning. To best achieve the client's intent, we may work in collaboration with other professionals (accountants, financial advisors, insurance agents, etc.).

    • Elder Law and Medicaid

      Compassionate - Dedicated - Respectful - Resourceful

    • Elder Law & Estate Planning Resources

    • We Would Love To Hear From You!

      Give us a call or just send a message. We are happy to answer any questions.

      208 Lee ST SW Suite 108, Tumwater WA 98501
      Mon- Fri
      8:00 -5:00
      (360) 545-3817
      (360) 545-3817
      wepplerlawfirm@gmail.com
      Submit

    Disclaimer:

    Neither your receipt of information from this website, nor your use of this website to contact Weppler Law Office (hereinafter “the Firm”) or one of its lawyers creates an attorney-client relationship between you and the Firm. You will become a client of the Firm only if and when you sign and engagement agreement setting forth the scope of the Firm’s engagement, the fee arrangement and other relevant matters. As a matter of policy, the Firm does not accept a new client without first investigating for possible conflicts of interests and obtaining a signed engagement letter.

     

    Your use of this website does not make you a client of the firm or even a prospective client of the Firm. If you have confidential information that you would like to give to any lawyer at the Firm, please communicate with one if the Firm’s lawyers in person or by telephone–not by filling in any form on this website or by sending an unsolicited email to the Firm or any of its lawyers.

     

    This website includes general information about legal issues and developments in the law. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and must not be taken, as legal advice on any particular set of facts or circumstances. You need to contact a lawyer licensed in your jurisdiction for advice on specific legal issues problems.

     

    This website lists areas in which lawyers of the Firm practice. In so doing, no Firm lawyer makes a claim of “expertise,” “specialization” or “board certification.”

     

    IRS Circular 230 Notice. In accordance with Internal Revenue Service requirements, this is to inform you that any information on this website that could be construed as United States tax advice is not written or intended to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed on this website. See IRS Circular 230.

     

    As a convenience, this website provides links to various third-party websites. Such linked websites are not under the control of the Firm, and the Firm assumes no responsibility for the accuracy of the contents of such websites.

     

    Copyright. Copyright © by FIRM NAME. All rights reserved. You may download and print out any part of this website for your own personal, non-commercial use. Any other reproduction or retransmission of the contents of this website without our prior written consent is prohibited.

    All Posts
    ×
    Cookie Use
    We use cookies to ensure a smooth browsing experience. By continuing we assume you accept the use of cookies.
    Learn More
    Recognition for June Shin Weppler's Lawyer Legion Community Involvement | Washington Attorney