G. Matthew Loftin (206) 607-4156 Assistant: Andrea Williams (206) 607-4185
Estate Planning & Probate  |  State & Federal Tax Law 

Matt Loftin concentrates his practice in the areas of federal and state taxation, trusts, estates, probate and estate planning.

Matt counsels individuals, families, and businesses on a broad range of trust and estate matters, including business planning. He advises clients on tax-efficient wealth and property transfers made during lifetime and at death through the utilization of client-specific planning techniques, including charitable planning, business-succession planning, and special needs planning. In addition, Matt represents executors, trustees, and personal representatives in the administration of trusts and estates.

Matt works frequently with business owners to assist them with the transition of their business to future generations through the use of advanced gifting techniques in order to minimize transfer tax exposure while oftentimes also allowing the owner to temporarily retain his or her ownership benefits. He also assists directors and corporations with the formation and governance of nonprofit and tax-exempt organizations.

Education

  • LL.M., Taxation, University of Washington School of Law, 2011
  • J.D., Drake University Law School, 2005
    • Dean’s List
  • B.A., Physics/Mathematics, Kalamazoo College, 1999
    • Dean’s List
    • Honors Graduate

Bar and Court Admissions

  • State of Washington , 2012
  • State of Texas, 2007

Presentations

  • 03.01.17 – “12 Most Common Mistakes to Avoid in Selling Your Business,” Davis Wright Tremaine, Seattle
  • 11.10.16 – “Should I Be an LLC, S-Corp, C-Corp: Choosing the Right Entity Type for Your Business, and How It Can Save You Taxes When You Eventually Sell,” Association of Washington Business, Bellevue, Wash.
  • 07.07.16 – Presenter, “Fundamentals of Succession and Estate Planning,” Association for Washington Business, Olympia, Wash.
  • 12.10.15 – Presenter, “Fundamentals of Succession and Estate Planning,” Association for Washington Business, Seattle
  • 09.09.15 – Speaker, “Financial Planning for the Business Owner Series,” Columbia Bankers Series, Seattle
  • 09.20.14 – Guest Appearance, “Transfer on Death Deeds,” The Money Hour, 1150 KKNW AM Radio
  • 05.17.14 – Guest Appearance, “Gift & Estate Taxation Under the Federal System and in Washington State,” The Money Hour, 1150 AM KKNW Radio
  • 02.16.14 – Guest Appearance, “Avoid Probate, Reduce Estate Taxes, and Protect Your Assets,” The Money Hour on 570 KVI/KOMO 4 Radio
  • 08.01.13 – “Nonprobate Transfers: Alternatives to the Probate Process in Washington State,” Washington State Bar Association
  • 06.09.13 – Matt Loftin on Trust and Estates, KTTH’s Business Briefing (MP3)
  • 06.11.12 – “Income and Estate Tax Changes on the Horizon,” Davis Wright Tremaine, Seattle
  • 05.05.12 – “Informed Choices in Estate Planning,” Washington Education Association

Professional Associations

  • Board of Directors, Eastside Legal Assistance Program
  • East King County Estate Planning Council
  • Estate Planning Council of Seattle
  • King County Bar Association
  • East King County Bar Association
  • Real Property, Probate and Trust Law Section – King County Bar Association
  • Washington State Bar Association
  • Real Property, Probate and Trust Law Section – Washington State Bar Association
  • State Bar of Texas
  • Real Property, Probate and Trust Law Section; Tax Section – State Bar of Texas
  • The College of the State Bar of Texas
  • American Bar Association
  • Real Property, Trust and Estate Law Section – American Bar Association