Liberty B. Upton (206) 607-4122 Assistant: Haley Zepernick (206) 607-4180

Estate Planning & Probate  |  State & Federal Tax Law 

Estate Planning

When Liberty meets with clients seeking estate-planning advice, she wants to understand not only what they own, but also who and what is important to them. With this information in mind, Liberty can advise clients and create estate plans that are customized to achieve each client’s goals. For some, this may include minimizing estate taxes. For others, it is making sure that their newborn child will be cared for in a nurturing environment if they are not around to see the child grow up.

Liberty frequently prepares the following estate planning documents for clients:

  • Wills
  • Revocable Living Trusts
  • Irrevocable Trusts
  • Financial Durable Powers of Attorney
  • Health Care Powers of Attorney
  • Health Care Directives
  • Directives Regarding Disposition of Remains
  • Non-Judicial Agreements (a.k.a. “TEDRA Agreements”)
  • Property Agreements

 

Probate and Trust Administration

Following the death of a loved one, Liberty offers guidance and support to Personal Representatives (a.k.a., Executors) and Trustees. She provides a detailed overview of the probate process, prepares the necessary probate paperwork, and communicates frequently to make sure the Personal Representative/Trustee meets all time-sensitive deadlines. Having served as a Personal Representative for her own family member, Liberty understands that the probate process can be overwhelming, especially while grieving. Therefore, she tries to break the probate process down into manageable stages and support her clients along the way.

Previous Work Experience

Liberty was previously an estate planning and probate attorney with the law firm of Helsell Fetterman, LLP in Seattle. Prior to attending law school, Liberty worked at Columbia Bank as a financial analyst underwriting loans to high net worth individuals and businesses.

Publications

Education

Bar Admission

  • Washington state

Professional Associations

Honors and Recognitions

Interests and Hobbies

Liberty spends her time outside of work seeking entertainment experiences with her friends and family. She loves going to see movies (she has even used vacation time to watch movies at the Sundance Film Festival), musical theater (she is season ticket holder at the Paramount), and concerts (she has seen one specific artist perform seven times). Having grown up in Washington, Liberty loves being out in nature, hiking in the summer and snowshoeing in the winter.

Liberty has officiated three weddings (two for friends, one for a client).

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Joseph M. Wallin