Charlie brings many years of experience partnering with individuals and business entities to address practical and legal matters. He assists owners of regional and family businesses with estate planning and business matters that involve complex federal and state tax issues.

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

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