Legal counsel for estate planning, charitable giving, Washington estate tax planning, and probate & trust administration — serving all Washington residents.
Dave Greenberg brings focused legal expertise, personal attention, and a proven framework to every client relationship.
Exclusively focused on estate planning, trusts, and tax strategy — not a generalist firm. You get an attorney whose entire expertise is dedicated to protecting your legacy.
Work directly with Dave on every matter. No hand-offs to associates. Your family's circumstances are understood in depth at every stage of planning.
Dave's unique approach addresses your People, Assets, Charities, and Taxes — ensuring nothing is overlooked in your plan.
Deep knowledge of Washington State estate tax laws, the unique thresholds that differ from federal law, and strategies specific to Washington residents.
From young families drafting their first wills to seniors transferring generational wealth — Dave has the experience to serve clients at every point in their journey.
Based in Bellevue and serving clients throughout the greater Puget Sound area and all of Washington State. Accessible wherever you are.
Greenberg Estate Planning, PLLC is located in Bellevue, Washington. While the majority of Dave's clients are located in the greater Puget Sound area, he proudly provides services to all Washington residents.
Dave serves a wide range of clients — business owners, physicians, attorneys, dentists, technology professionals, young families preparing their first estate plans, and seniors looking to pass wealth to the next generation. Every client receives a plan tailored to their unique circumstances.
Every service is designed around your goals, your family, and your legacy.
A clearly drafted will ensures your wishes are honored and your loved ones are protected. Dave crafts wills that reflect your specific family situation and state law requirements.
Revocable living trusts, irrevocable trusts, special needs trusts — Dave designs trust structures to protect assets, maintain privacy, and avoid the cost and delay of probate.
Washington has its own estate tax with a significantly lower threshold than federal law. Dave develops strategies to minimize or eliminate your Washington estate tax exposure.
Navigating probate after a loss is complex and emotional. Dave guides executors and families through the Washington probate process efficiently and with compassion.
When a trust creator passes, trustees face legal obligations. Dave advises successor trustees on their duties, asset distribution, and tax filings to ensure compliance.
Leave a lasting philanthropic legacy. Dave structures charitable remainder trusts, donor-advised funds, and other giving vehicles that benefit both your chosen causes and your estate.
We discuss your goals, family situation, assets, and any concerns. Dave listens carefully to understand your full picture.
Dave designs a tailored plan addressing your People, Assets, Charities, and Taxes using the PACT framework.
Your wills, trusts, powers of attorney, and other documents are drafted with precision and reviewed together with you.
Life changes. Dave is available for plan updates as your circumstances, tax laws, and family needs evolve over time.
Absolutely. Young families especially benefit from estate plans — designating guardians for minor children, ensuring assets pass efficiently, and avoiding family conflict in the event of an unexpected death or incapacity. The earlier you plan, the more protected your family is.
Washington is one of the few states with its own estate tax, and the exemption threshold is significantly lower than the federal exemption. Estates above that threshold may owe Washington estate tax at rates up to 20%. Proper planning can substantially reduce or eliminate this exposure.
A will takes effect at death and must go through probate. A revocable living trust holds assets during your lifetime and transfers them at death privately, without probate. Trusts offer privacy, speed of distribution, and can avoid the costs and delays of the probate process — but both instruments serve important roles in a complete estate plan.
Yes. While the majority of Dave's clients are in the greater Puget Sound area, Greenberg Estate Planning, PLLC provides services to residents throughout all of Washington State.
The first step is to schedule a consultation with Dave. You can reach him by phone at 425-522-2476, by email at anapbm@gmail.com, or by filling out the contact form below. He'll take the time to understand your situation and outline the right path forward.
Protecting the people you love and the wealth you've built doesn't happen by accident. Schedule a consultation with Dave today and take control of your future.