Our Practice Areas

An older couple shaking hands with an attorney over a table covered in documents.

Estate Planning & Estate Tax Planning

All Eisenhower Lawyers In Estate Planning & Estate Tax Planning

Todd M. Blodgett

Member
Estate Planning & Estate Tax Planning
Litigation
Nonprofit Business Law
Trust & Estate Disputes, Litigation & Controversies

Todd is a partner at Eisenhower Carlson whose practice focuses on estate planning, trust and estate administration, and nonprofit organizations. He works with individuals, families, business owners, and fiduciaries to develop thoughtful estate plans, navigate life transitions, and preserve family and business legacies.

Todd advises clients on a broad range of estate planning matters, including legacy planning, tax planning, charitable giving, business succession, and trusts. He enjoys helping clients create practical, personalized plans that reflect their goals and values, whether they are planning for the future, supporting charitable causes, or preparing the next generation to steward family assets.

Todd also represents personal representatives, trustees, beneficiaries, and financial institutions in probate and trust administration. His experience includes charitable trusts, fiduciary matters, complex real estate issues, and trust and estate disputes. He regularly guides families through the legal and practical challenges that follow the loss of a loved one.

In addition, Todd serves as counsel to nonprofit organizations on governance, tax-exempt status, charitable gifts, and related legal matters.

J.D., Harvard Law School
B.A., cum laude, Honors in Politics, Whitman College Washington

Board of Trustees, Charles Wright Academy
Board of Directors, American Leadership Forum of Tacoma Pierce County (Class XXXI)
Past President, South Sound Planned Giving Council
Member, Tacoma Estate Planning Council
Washington State Bar Association

Daelyn Julius

Member
Estate Planning & Estate Tax Planning

Daelyn Julius leverages her family full of teachers to create an education-centered approach to her practice.  This coupled with her more than 15 years of experience, as well as her Masters in Tax provides her with a different and unique set of tools in her tool box.  It is these tools which Daelyn utilizes to take a client-centered approach to each Estate Plan, whether that is through a Will, a Revocable Living Trust, Durable Powers of Attorney, an Estate Tax Savings Trust, an irrevocable trust to facilitate gifting, and/or a Special Needs Trust, all with a lens on how to best minimize Estate Tax.

 

When Daelyn is not utilizing her whiteboard and colored markers to assist people in crafting and memorializing their legacy, she can be found at Annie Wright where her daughter attends school or perusing her Northend neighborhood of Proctor.

LL.M. in Tax, University of Denver
J.D., Gonzaga University School of Law
B.A., Western Washington University Washington

Member Pierce County Washington Women Lawyers Judicial Evaluation Committee
Former Treasurer of Annie Wright Parents Association

Ahmad F. Khalaf

Ahmad F. Khalaf

Member
Estate Planning & Estate Tax Planning
Litigation
Trust & Estate Disputes, Litigation & Controversies

Ahmad Khalaf is a partner in the firm’s Estate Planning, Probate, and Trust Administration practice. His practice emphasizes estate and trust litigation, including contested probate and trust matters and proceedings under Washington’s Trust and Estate Dispute Resolution Act (TEDRA).

Ahmad also advises high-net-worth individuals and families on estate planning, succession planning, and trust and probate administration. He represents fiduciaries, beneficiaries, and business owners in a range of civil and commercial disputes and counsels businesses on entity formation, governance, and transactional matters.

A distinguishing aspect of Ahmad’s practice is his ability to provide estate planning and transactional structuring that are compliant with both Shariah principles and Washington law. He is one of the only attorneys in Washington State offering this dual-compliance guidance and advises individuals and companies worldwide on related domestic and cross-border matters.

Ahmad brings a strong litigation background to his practice. He has been recognized by the National Trial Lawyers Association as a “Top 40 Under 40” Civil Litigation Attorney in Washington State and has been named a Washington “Rising Star” by Super Lawyers for multiple years.

J.D., cum laude, Seattle University School of Law, 2015
Bachelor of Arts (Political Science), 2006, University of Washington Washington

Washington State Bar Association
Board Member: Middle Eastern Legal Association of Washington
King County Bar Association
National Trial Lawyers Association

Amy C. Lewis

Amy C. Lewis

Member
Estate Planning & Estate Tax Planning
JD, Seattle University School of Law (University of Puget Sound);
BA Political Science, Oregon State University Washington

South Sound Planned Giving Council

Tacoma Estate Planning Council

David B. Petrich

David B. Petrich

Member
Business Law
Estate Planning & Estate Tax Planning

Estate planning, probate and trust administration, and guardianships. Mr. Petrich also focuses on representing entities and individuals in general business transactional matters, including entity formation, and the purchase and sale of businesses.

BS, Loyola University
JD, SUNY Buffalo School of Law
Masters in Taxation, Golden Gate University Washington
Hayden J. Taylor

Hayden J. Taylor

Member
Business Law
Employee Benefits - ERISA
Estate Planning & Estate Tax Planning

Hayden’s practice focuses on estate planning for individuals and families, as well as various retirement planning and general business matters. Hayden enjoys designing and implementing thoughtful and tax-efficient estate plans, to facilitate the successful transition of assets to family and friends, charity, or otherwise. With a degree in mechanical engineering, Hayden offers a valuable blend of legal and technical acumen. In his personal time, Hayden can likely be found boating or traveling with his family and cheering on his hometown sports teams.

J.D., University of Washington School of Law
B.S. Mechanical Engineering, University of Southern California Washington

South Sound Planned Giving Council

Tacoma Estate Planning Council

Foss Waterway Seaport – Board Member/Secretary

Charles Wright Academy – Committee Member

Eisenhower Carlson’s capable and experienced group of estate planning attorneys are excited to help you navigate this complex area of law.  Besides being exceptionally adept, our attorneys are sensitive to the intensely personal nature of estate planning.  We will ensure your estate plan is crafted in a way that carries out your final wishes and cares for your loved ones.

Services Offered

Wills & Trusts:We assist clients in establishing individually crafted wills and various types of trusts, including revocable living trusts, irrevocable trusts, special needs trusts, life insurance trusts, and more. We work closely with each client to understand their unique circumstances and goals, tailoring solutions to meet their specific needs.
Tax Planning:We develop customized tax planning strategies to minimize estate, income and other tax liabilities, while maximizing the value of assets passed to future generations. Our firm stays abreast of the latest changes in tax laws and regulations to provide our clients with cutting-edge solutions.
Charitable Giving:We work with individuals and families to develop effective strategies for charitable giving, both during life and at death, such as through the use of donor advised funds, charitable remainder and annuity trusts, and private foundations.
Powers of Attorney & Advance Directives:We assist clients in preparing for incapacity and end-of-life by creating powers of attorney, healthcare directives and more, to ensure their wishes regarding medical care and management of property and finances are known and respected. 
Business Succession:We work with business owners to develop effective strategies, intertwined with the rest of their estate planning, to provide for successful transition of their businesses to family members, key employees, or others. 

Estate planning is a vital component of any comprehensive financial strategy, regardless of the size of your estate. The attorneys at Eisenhower Carlson understands the importance of careful planning to minimize taxes, avoid probate, and provide for the seamless transfer of assets to your loved ones. Whether you are looking to create a basic will or establish a complex trust structure, we have the knowledge and expertise to guide you through the process with confidence and peace of mind.

Our Practice Areas

Estate Planning & Estate Tax Planning

An older couple shaking hands with an attorney over a table covered in documents.

All Eisenhower Lawyers In Estate Planning & Estate Tax Planning

Todd M. Blodgett

Member
Estate Planning & Estate Tax Planning
Litigation
Nonprofit Business Law
Trust & Estate Disputes, Litigation & Controversies

Todd is a partner at Eisenhower Carlson whose practice focuses on estate planning, trust and estate administration, and nonprofit organizations. He works with individuals, families, business owners, and fiduciaries to develop thoughtful estate plans, navigate life transitions, and preserve family and business legacies.

Todd advises clients on a broad range of estate planning matters, including legacy planning, tax planning, charitable giving, business succession, and trusts. He enjoys helping clients create practical, personalized plans that reflect their goals and values, whether they are planning for the future, supporting charitable causes, or preparing the next generation to steward family assets.

Todd also represents personal representatives, trustees, beneficiaries, and financial institutions in probate and trust administration. His experience includes charitable trusts, fiduciary matters, complex real estate issues, and trust and estate disputes. He regularly guides families through the legal and practical challenges that follow the loss of a loved one.

In addition, Todd serves as counsel to nonprofit organizations on governance, tax-exempt status, charitable gifts, and related legal matters.

J.D., Harvard Law School
B.A., cum laude, Honors in Politics, Whitman College Washington

Board of Trustees, Charles Wright Academy
Board of Directors, American Leadership Forum of Tacoma Pierce County (Class XXXI)
Past President, South Sound Planned Giving Council
Member, Tacoma Estate Planning Council
Washington State Bar Association

Daelyn Julius

Member
Estate Planning & Estate Tax Planning

Daelyn Julius leverages her family full of teachers to create an education-centered approach to her practice.  This coupled with her more than 15 years of experience, as well as her Masters in Tax provides her with a different and unique set of tools in her tool box.  It is these tools which Daelyn utilizes to take a client-centered approach to each Estate Plan, whether that is through a Will, a Revocable Living Trust, Durable Powers of Attorney, an Estate Tax Savings Trust, an irrevocable trust to facilitate gifting, and/or a Special Needs Trust, all with a lens on how to best minimize Estate Tax.

 

When Daelyn is not utilizing her whiteboard and colored markers to assist people in crafting and memorializing their legacy, she can be found at Annie Wright where her daughter attends school or perusing her Northend neighborhood of Proctor.

LL.M. in Tax, University of Denver
J.D., Gonzaga University School of Law
B.A., Western Washington University Washington

Member Pierce County Washington Women Lawyers Judicial Evaluation Committee
Former Treasurer of Annie Wright Parents Association

Ahmad F. Khalaf

Ahmad F. Khalaf

Member
Estate Planning & Estate Tax Planning
Litigation
Trust & Estate Disputes, Litigation & Controversies

Ahmad Khalaf is a partner in the firm’s Estate Planning, Probate, and Trust Administration practice. His practice emphasizes estate and trust litigation, including contested probate and trust matters and proceedings under Washington’s Trust and Estate Dispute Resolution Act (TEDRA).

Ahmad also advises high-net-worth individuals and families on estate planning, succession planning, and trust and probate administration. He represents fiduciaries, beneficiaries, and business owners in a range of civil and commercial disputes and counsels businesses on entity formation, governance, and transactional matters.

A distinguishing aspect of Ahmad’s practice is his ability to provide estate planning and transactional structuring that are compliant with both Shariah principles and Washington law. He is one of the only attorneys in Washington State offering this dual-compliance guidance and advises individuals and companies worldwide on related domestic and cross-border matters.

Ahmad brings a strong litigation background to his practice. He has been recognized by the National Trial Lawyers Association as a “Top 40 Under 40” Civil Litigation Attorney in Washington State and has been named a Washington “Rising Star” by Super Lawyers for multiple years.

J.D., cum laude, Seattle University School of Law, 2015
Bachelor of Arts (Political Science), 2006, University of Washington Washington

Washington State Bar Association
Board Member: Middle Eastern Legal Association of Washington
King County Bar Association
National Trial Lawyers Association

Amy C. Lewis

Amy C. Lewis

Member
Estate Planning & Estate Tax Planning
JD, Seattle University School of Law (University of Puget Sound);
BA Political Science, Oregon State University Washington

South Sound Planned Giving Council

Tacoma Estate Planning Council

David B. Petrich

David B. Petrich

Member
Business Law
Estate Planning & Estate Tax Planning

Estate planning, probate and trust administration, and guardianships. Mr. Petrich also focuses on representing entities and individuals in general business transactional matters, including entity formation, and the purchase and sale of businesses.

BS, Loyola University
JD, SUNY Buffalo School of Law
Masters in Taxation, Golden Gate University Washington
Hayden J. Taylor

Hayden J. Taylor

Member
Business Law
Employee Benefits - ERISA
Estate Planning & Estate Tax Planning

Hayden’s practice focuses on estate planning for individuals and families, as well as various retirement planning and general business matters. Hayden enjoys designing and implementing thoughtful and tax-efficient estate plans, to facilitate the successful transition of assets to family and friends, charity, or otherwise. With a degree in mechanical engineering, Hayden offers a valuable blend of legal and technical acumen. In his personal time, Hayden can likely be found boating or traveling with his family and cheering on his hometown sports teams.

J.D., University of Washington School of Law
B.S. Mechanical Engineering, University of Southern California Washington

South Sound Planned Giving Council

Tacoma Estate Planning Council

Foss Waterway Seaport – Board Member/Secretary

Charles Wright Academy – Committee Member

Eisenhower Carlson’s capable and experienced group of estate planning attorneys are excited to help you navigate this complex area of law.  Besides being exceptionally adept, our attorneys are sensitive to the intensely personal nature of estate planning.  We will ensure your estate plan is crafted in a way that carries out your final wishes and cares for your loved ones.

Services Offered

Wills & Trusts:We assist clients in establishing individually crafted wills and various types of trusts, including revocable living trusts, irrevocable trusts, special needs trusts, life insurance trusts, and more. We work closely with each client to understand their unique circumstances and goals, tailoring solutions to meet their specific needs.
Tax Planning:We develop customized tax planning strategies to minimize estate, income and other tax liabilities, while maximizing the value of assets passed to future generations. Our firm stays abreast of the latest changes in tax laws and regulations to provide our clients with cutting-edge solutions.
Charitable Giving:We work with individuals and families to develop effective strategies for charitable giving, both during life and at death, such as through the use of donor advised funds, charitable remainder and annuity trusts, and private foundations.
Powers of Attorney & Advance Directives:We assist clients in preparing for incapacity and end-of-life by creating powers of attorney, healthcare directives and more, to ensure their wishes regarding medical care and management of property and finances are known and respected. 
Business Succession:We work with business owners to develop effective strategies, intertwined with the rest of their estate planning, to provide for successful transition of their businesses to family members, key employees, or others. 

Estate planning is a vital component of any comprehensive financial strategy, regardless of the size of your estate. The attorneys at Eisenhower Carlson understands the importance of careful planning to minimize taxes, avoid probate, and provide for the seamless transfer of assets to your loved ones. Whether you are looking to create a basic will or establish a complex trust structure, we have the knowledge and expertise to guide you through the process with confidence and peace of mind.

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