About the event
Washington’s estate tax can have significant implications for your wealth and your family’s future. Join J.T. Lieuallen, Senior Wealth Advisor at Petersen Hastings, for a comprehensive discussion on how the estate tax works and strategies to minimize its impact on your legacy.
Why Attend & What You'll Learn:
- Clarity: Learn what the Washington Estate Tax is and how it’s applied.
- Confidence: Understand key planning considerations to minimize tax exposure.
- Expert Guidance: Get advice from a senior wealth advisor with years of experience with estate and succession planning.
- Engagement: Participate in a live Q&A to address your unique questions.
Meet Your Host
J.T. Lieuallen, CTFA, J.D. | Senior Wealth Advisor
As a Senior Wealth Advisor at Petersen Hastings, J.T. Lieuallen specializes in estate planning, fiduciary asset management, and succession planning. With over 15 years of experience as both a financial advisor and former attorney, he helps individuals and families navigate complex estate and tax strategies.
J.T. holds a Juris Doctor from the University of Oregon and is a Certified Trust and Fiduciary Advisor (CTFA). A longtime advocate for smart legacy planning, he is passionate about helping Washington residents understand and prepare for the impact of estate taxes on their wealth and future generations.