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Practice Teams

Contact Adrienne

2801 Alaskan Way, Suite 300
Seattle, WA 98121
T: 206.777.7512

Adrienne P. Jeffrey

Partner

Adrienne Jeffrey has practiced tax and estate planning law since 1978. She has extensive experience in all areas of estate planning, including planning for both large and small estates, handling probate and trust matters, postmortem tax planning, charitable giving, preparation of federal estate and gift tax returns, and drafting wills, trusts, and associated documents. Adrienne assists high-net-worth clients to achieve their financial and estate planning goals through the use of sophisticated wealth-transfer arrangements.

Adrienne relocated to the state of Washington in 2005 and continues to work with clients who have residences in both California and Washington.

Representative Experience

Assisted an individual client to transfer substantial assets during her life at a reduced transfer tax cost, by examining various options, including a grantor-retained annuity trust, charitable lead and remainder trusts, and an installment sale to a defective grantor trust, and implementing the chosen option.
Worked with a client who held multiple large life insurance policies to consolidate the policies, transfer the policies to appropriate irrevocable life insurance trusts so that the proceeds would not be taxable upon his death and to plan for the transfer of other assets at reduced transfer tax cost to enable the trusts to pay the premiums thereby avoiding additional taxable gifts.
Represented a major national charity when it was named as beneficiary of a probate estate or trust located in various states, including Washington, and monitored the probate or trust administration, with the goal of ensuring that the administration was done correctly and as quickly as possible.
Represented a hotel chain in connection with the imposition of sales tax upon various items and successfully appeared on its behalf before the state taxing board.
Represented a trustee of a large trust that held a variety of assets, including a large closely held business, numerous real estate holdings, and liquid assets. The administration involved generation-transfer-skipping tax planning, postmortem estate tax planning, and numerous court petitions.