James K. Treadwell is a 1969 graduate of the University of Oregon School of Law who focuses his practice in the areas of estate planning and trust and estate administration. He has substantial experience in the structuring and implementation of estate tax value freeze techniques, including multi-tiered discount partnerships and limited liability companies, split interest trusts — both charitable and non-charitable — private foundations, and the integrated use of life insurance and investment products in estate planning. His practice also involves asset protection, the administration of complex estates, and the resolution of disputes arising in estate administration, both in advocacy roles and per court appointments ranging from administrator to arbitrator, mediator, and special master.
Mr. Treadwell is a Fellow of the American College of Trust and Estate Counsel. He has served on the executive committee of the Real Property, Probate and Trust Section of the Washington State Bar Association and was the founding chair of the section’s Probate Law Task Force, a group responsible for significant legislative improvements to the Washington State Probate Code. He is currently actively involved with the Estate and Gift Tax Committee of the Washington State Bar Association’s Tax Section and is a long-time member of the Seattle Estate Planning Council.
Mr. Treadwell is listed in the publication The Best Lawyers in America. He is also regularly recognized as a “Super Lawyer” by Super Lawyers magazine and Seattle Met, as one of Seattle’s best financial managers by Seattle Magazine, and as one of Seattle’s top trust and estates lawyers by Seattle Met.
Representative Presentations and Publications
- "Using LLCs and Trusts Together," NBI CLE on the Use of LLCs in Asset Protection and Estate Planning, 2014
- “Basic Washington Estate Planning Skills Certificate Course,” University of Washington Law School CLE program - Lecturer on “Changed Circumstances, Divorce, Children, Lapse, Disclaimers," 1995, 1996,1998, 2000
- “A Second Look: Planning and Drafting Under the 1994 Probate and Trust Bill,” Washington State Bar Association, Panel Member, 1995
- “Leveraged Use of Grantor Retained Annuity Trusts With S Corporation Stock,” Washington State Bar Association Business Succession Seminar, 1996 and 1997, WSBA Business Law Section mid-year meeting
- “The Use of Forms and Checklists in Irrevocable Trust Planning,” Washington State Bar Association Marital, Credit Shelter & Irrevocable Trust Drafting Workshop, 1996
- “Capacity and Undue Influence,” University of Washington Law School CLE Program - Program Chair, 2000
- Annual Meeting of the Washington State Bar Association Real Property, Probate and Trust Section, Probate Counsel Seminar Chair, 2001
- “Drafting Irrevocable Life Insurance Trusts,” Washington State Bar Association, 2001
- “The Drafting of Testamentary Trusts,” Washington Estate Planning Deskbook (Washington State Bar Association, 2005)
- “Marital Tax Planning,” Basic Washington Estate Planning Skills: Series 7, University of Washington School of Law, Conferences and Continuing Education, November 2006
- “Spreadsheet Projections for Family Holding Companies and QPRTs,” American College of Trust and Estate Counsel Annual Meeting, 2007
- “Closing Probate," Washington State Bar Association CLE, July 2008
- “Fiduciary Accounting,” Washington State Bar Association CLE, July 2009
- Coping with Uncertainties in Trust and Estate Planning” Inside the Minds: Estate Planning Client Strategies," 2012 Thompson Reuters Westlaw
- "Asset Protection in Estate Planning," Tacoma Estate Planning Council, November 2012
- "Select Aspects of Technology in Estate Planning," Southwest Washington Estate Planning Council, April 2013
- "ACTEC Fellows Present: Lessons Learned - A Law Practice in Retrospect," Panel Member, Washington State Bar Association, RPPT Midyear, June 2013