Charlie’s clients included directors and officers of publicly traded companies, owners of regional businesses, individuals with a wide variety of interests and pursuits that may not be business-related, and - every bit as important, pro-bono clients. Many of his clients moved to the Northwest from other parts of the country for business or personal reasons. Charlie assisted his clients with business, tax and estate planning matters, including business succession planning and charitable gifting strategies.

Much of Charlie’s work involved developing strategies that address the needs of clients and their extended families while minimizing or eliminating federal and state estate and generation-skipping taxes.