Barbara C. Sherland Experience Barbara Sherland is a senior counsel practicing in the areas of estate planning and administration and tax-exempt organizations. Her practice includes family wealth transfer, closely-held business planning, fiduciary representation, prenuptial planning, charitable giving and representation of non-profit organizations. Barbara interned with the Honorable Eugene Wright, United States Court of Appeals for the Ninth Circuit (1984). Representative Work Barbara represents individuals and families in all aspects of their personal estate planning. Her work includes development of fundamental estate planning documents Senior Counsel such as wills and revocable living trusts that include both tax and family objectives. She also develops pre- and post-nuptial agreements and domestic partner planning Seattle, WA where applicable. She prepares many different types of trusts, including qualified (206) 386-7691 direct personal residence trusts, insurance trusts, dynasty trusts, generation-skipping trusts, (206) 386-7500 fax gift trusts, annuity trusts, charitable trusts, special needs trusts and others. barbara.sherland@stoel.com Barbara represents trustee and personal representatives in the administration and settlement of trusts and estates, including handling all aspects of probate Education proceedings. Barbara also assists in resolving family disputes over probate matters. Law, J.D., 1984 Barbara represents nonprofit organizations, including public charities, private Notes and comments editor, foundations and private operating foundations. She has advised nonprofit clients on the creation, structure and termination of nonprofit entities; best practices for nonprofit governance; tax filings and qualification procedures, including audit University of Washington School of Washington Law Review Hood College, B.A., 1974, magna cum laude representation; grant-making agreements and strategies; fund raising registration; registrations for multi-state activities; compliance with lobbying restrictions; Admissions collaboration and joint venture agreements, including strategic alliances with other Washington U.S. District Court, Western District of exempt organizations; and structuring executive compensation and board size and structure. Professional Honors and Activities Listed in Best Lawyers in America© (currently: Trusts & Estates), 1994-2016 Named one of Seattle's Top 100 Lawyers and Top 50 Female Lawyers by Seattle Magazine (2001-present) Listed in Washington Super Lawyers® (Estate Planning & Probate, Nonprofit Organizations), 2003-2015 Listed in Washington Super Lawyers® in Top 100 Lawyers, 2014 Washington Barbara C. Sherland Listed in Washington Super Lawyers® in Top 50 Women Lawyers, 2009-2012, 2014 State chair, American College of Trust and Estate Counsel Past chair, Estate Planning Council of Seattle Past chair, Real Property, Probate & Trust Section, Washington State Bar Association Member, Legislative Committee, Washington State Bar Association Member and author, Steering Committee for Estate Planning Deskbook for Washington State Bar Association Adjunct professor, Graduate Tax Program, University of Washington School of Law Presentations "Homestead & Family Support" and "Creditors' Claims Against Probate and Non-Probate Assets," University of Washington Basic Washington Estate Planning Skills, December 2006 "Community Property Agreements & Separate Property Agreements: Estate Planning instrument? Family Law Tool? Neither or Both?" (copresenter, Teresa McNally), WSBA CLE, November 2006 "Ethics with Ease" and— "Ethics for Estate Planners" (panel presentation), WSBA CLE, October 2006 "Estate Planning for Small to Medium-Sized Estates," WSBA CLE, Program Chair, February 2006 "When Death and Divorce Collide," (copresenter Teresa McNally), WSBA CLE, December 2005 "Prenuptial Agreements," WSBA 50th Annual Estate Planning Seminar, November 2005 "Ethics and Philanthropy: Ethical Issues in Charitable Planning," WSBA CLE, The Charitable Giving Toolbox, December 2004 "Drafting Premarital Agreements – Contracting Perspectives of Estate Planning and Dissolution Attorneys" (coauthor) to WSBA Real Property, Probate & Trust Section Annual Mid-Year Meeting, June 2004 "Practitioner's Guide to Creditors' Claims Against Non-Probate Assets" and "Provisions for Family Support," University of Washington Basic Estate Planning Skills, May 2004 "Management and Voluntary Disposition," WSBA CLE, "The Essentials of Community Property," November 2003 "Nonprobate Transfer Procedures," WSBA CLE, October 2002 "Estate Planning in the Real World," Washington Law Institute CLE, September 2002 "Charitable Giving in Light of Shifting Tax Laws – The Tax Basics," WSBA CLE, August 2002 "Estate Planning for the Second Marriage," WSBA 46th Annual Estate Planning Seminar, November 2001 "Nonprobate Transfer Procedures," University of Washington, October 2001 "Practitioner's Guide to Creditor's Claims Against Nonprobate Assets," University of Washington, May 2000 "Provisions for Family Support," University of Washington, May 2000 Barbara C. Sherland "Planning and Drafting Techniques for Irrevocable Life Insurance Trusts," WSBA 44th Annual Estate Planning Seminar, October 1999 "Not So Basic Procedures and Issues in Estate Administration" and "Nonprobate Transfer Procedures," University of Washington, April 1999 "1997 Tax Relief Act - Estate and Gift Tax Opportunities for Family Businesses," WSBA CLE, Estate Planning for the Mid-Sized Estate and Small Business Owner, May 1998 "Non-Trust Alternatives to Probate," WSBA CLE , Best of CLE, December 1997 "Probate Update - What You Don't Know Could Hurt You," Washington Bankers Association, Northwest Trust Conference, September 1997 "New Probate Legislation," WSBA Probate & Estate Planning Seminar, September 1997 "Non-Trust Alternatives to Probate," WSBA, Real Property, Probate & Trust Section Annual Mid-Year Meeting, June 1997 "Creditors' Claims in Probate," University of Washington, Basic Washington Estate Planning Skills Certificate Series, March 1997 "To Probate or Not to Probate—The Alternatives and the Arcane," WSBA CLE, December 1996 "Family Partnerships," Seattle Pacific University, November 1996 "Revocable Living Trust as Will Substitutes—Is What You See What You Get?," Washington Bankers Association, Northwest Trust Conference, September 1996 "Exploring the Use of Trusts," WSBA, July 1996 "Estate Tax Returns—The 706" (chair) WSBA, July 1996 "Estate Planning Introduction," AARP Presentation at Emerald Heights Retirement Center, May 1996 "Practioner's Guide to Creditors' Claims Against Nonprobate Assets," University of Washington, Basic Washington Estate Planni ng Skills Certificate Series, March 1996 "Provisions for Family Support," University of Washington, Basic Washington Estate Planning Skills Certificate Series, March 1996 "Critical Will Drafting Issues," Washington State Bar and Seattle Estate Planning Council Annual Conference, October 1995 "Probate and Trust Reforms in Washington," Washington Bankers Association and Corporate Trustees' Association Annual Trust Forum, September 1995 "Protective Estate Planning," Creditor/Debtor Section Meeting, King County Bar Association (KCBA), July 1995 "Practitioner's Guide to Creditors' Claims and Nonprobate Assets," WSBA, Real Property, Probate & Trust Section Annual Mid -Year Meeting, June 1995 "Provisions for Family Support" and "Creditors' Claims Against Nonprobate Assets," University of Washington Estate Planning Certificate Program, January 1995 "Charitable Lead Trusts—Pitfalls and Possibilities," Washington Planned Giving Council Annual Conference, June 1994 Barbara C. Sherland "Planning Under the 1994 Probate and Trust Bill," WSBA , Real Property, Probate & Trust Section Annual Mid-Year Meeting, June 1994 "Asset Protection: Now They See It, Now They Don't (Or Do They?)," WSBA CLE, Best of CLE, December 1991 "Protective Estate Planning," Everett Estate Planning Council, March 1993 "Protective Estate Planning," Seattle Estate Planning Council, April 1992 Publications "Nonprobate Transfers," Probate Deskbook, WSBA, October 2005 "Preliminary Techniques for Nonprobate Transfers," Estate Planning Deskbook, WSBA, October 2005 "Creditors' Claims," Estate Planning & Probate Deskbook, WSBA, October 2005 "Your Other Will: Beneficiary Designations for Retirement Plans" (coauthor, Marianne Jones, Puget Sound Business Journal, March 2003 "Basics of Charitable Giving," Fred Hutchinson Cancer Research Center Planned Giving Committee, May 1998 "Practitioner's Guide to Creditors' Claims and Nonprobate Assets," Real Property, Probate & Trust Newsletter, WSBA, January 1996 "A Second Look - Planning, Drafting and Resolving Problems under 1994 Probate and Trust Bill," WSBA, April 1995 "To Probate or Not to Probate- The Alternatives and the Arcane," WSBA, December 1996; December 1995; December 1994; January 1993; January 1992; and January 1991 "Planning to Protect Assets Affected by Joint and Concurrent Ownership" and "Offshore Transfers - Now They See It, Now They Don't (Or Do They?)," NBI, October 1994 "Creditors' Claims; New King County Probate and Guardianship Policy Manual," King County Bar Association, September 1994 "Planning and Drafting Wills Under 1994 Probate and Trust Bill," WSBA, August 1994 "Preservation of Assets Through the Use of Exempt Assets and Interspousal Transfers" and "Offshore Transfers," WSBA, February 1994 "How to Probate an Estate and Handle Post Mortem Matters," WSBA, January 1994 "Selected Issues in Probate," NBI, August 1993 "An Overview of Asset Protection," WSBA, June 1993 "Asset Protection: Now They See It, Now They Don't (Or Do They?)," Washington State Bar, May 1991 "How to Probate an Estate and Handle Post-Mortem Matters," WSBA, January 1991 "Alternatives to Probate and an Overview of Title 11," WSBA, 1990 "The Functions of Consumer Reporting Agencies Under the Fair Credit Reporting Act," 59 Washington Law Review 401 (1983) Barbara C. Sherland Civic Activities Member and past chair, Puget Sound Blood Center