Stephen W Trefts Attorney

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76 Years

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(509) 466-3024Visit WebsiteMap & Directions7307 N Division St Ste 303Spokane, WA 99208 Write a Review

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Neighborhood: Town and Country
AKA: Trefts Stephen W attorney
Other Link: http://www.nwtrustee.com
Categories: Attorneys, Adoption Law Attorneys, Business Law Attorneys, Corporation & Partnership Law Attorneys, Criminal Law Attorneys, Estate Planning, Probate, & Living Trusts, Family Law Attorneys, General Practice Attorneys, Malpractice Law Attorneys, Medical Malpractice Attorneys, Personal Injury Law Attorneys, Social Security & Disability Law Attorneys, Tax Attorneys, Trust Companies, Wills, Trusts & Estate Planning Attorneys

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Phone: (509) 466-3024

Address: 7307 N Division St Ste 303, Spokane, WA 99208

Website: http://www.nwtrustee.com

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Stephen W Trefts Attorney

Adoption
Guardianship
Completing all administration associated with the guardianship. This includes financial reporting, court reporting, and seeking the court's approval for any activities conducted on behalf of the individual when required. Find out more about our reporting.

Criminal Defense

Business and Corporate Law

Mergers and Acquisitions
Greg Bowman, CPA, is a native of Auckland, New Zealand, and oversees the financial, human resources and operational functions at Northwest Trustee & Management Services. He also works closely with the President to coordinate business development plans. Greg joined the team in 2013 with over a decade of experience in the area of accounting, finance, investments and organizational strategy. He is a graduate of George Fox University majoring in Business Administration (Finance) and Accounting. Greg previously worked as a Senior Accountant for KPMG and a Manager at Deloitte, New Zealand, where he managed projects and teams in mergers and acquisitions, corporate valuations and financial due diligence. After leaving New Zealand, Greg held the role of Chief Financial Officer for a large not-for-profit organization in Africa. In addition to leading a team of 10 staff in the finance department, he worked closely with the Board of Directors to restructure the organization and ensure the long term financial sustainability of the not-for-profit. Greg has served on various charitable Boards in New Zealand, Indonesia, and Kenya. He is currently a member of the Washington State Board of Accountancy, the Spokane Estate Planning Council and the Spokane Financial Planning Association.

Personal Injury
A trust that is set up and monitored by the courts in order to protect the beneficiaries. Often these trusts are funded with successful lawsuits, such as medical malpractice or personal injury litigation. The court often appoints us as a trustee when the beneficiary is unable manage his or her assets independently.
Medical Malpractice
Social Security Disability
As Trust Assistant, Jordyn assists our Spokane team on a wide variety of trust administration duties. After graduating from University of Idaho College of Law in Moscow, Idaho, Jordyn returned to her hometown of Spokane to begin her career at Northwest Trustee. Jordyn has a variety of legal experience ranging from work in the Family Law Division at the Spokane County Prosecutor’s Office, criminal defense in Coeur d’Alene, and Social Security disability and estate planning law at local firms in Spokane.

Trusts and Estates

Estate Planning
Trust and estate management uses technical language that is second nature to people working in this field. However, this can be confusing for those unfamiliar with the industry. The following pages include definitions for these terms, and provides answers to some frequently asked questions. We also have a large library of newsletter articles which will help you better understand who we are and the services we provide.
Trusts
A trust that describes how the grantor's property should be managed while he or she is alive and how it will be distributed upon death. It is created and can be changed during the lifetime of the beneficiary. The three primary benefits of a revocable living trust are: 1) flexibility, 2) protection in the event of incapacity, and 3) avoiding probate, which ensures confidentiality and may be less costly.
Power of Attorney
Agreeing to serve as trustee or attorney-in-fact under a Power of Attorney seems like reasonable task when your friend or family member is not incapacitated. However, the task can easily become a burden when it comes time to make difficult decisions or enter into complicated family dynamics. An Agency Agreements allows you to remain in control, and at the same time have help with the administrative tasks involved.
Probate

Tax Law
As an Accounting Assistant, Shelley assists the accounting team processing payroll, reconciling investment statements, and facilitating the tax preparation and filing of client tax returns. Shelley worked as a as payroll, billing and contract administrator for a commercial landscape company for over 20 years. She studied Business Management at Orem University in Utah and at VCC in California.

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