Heidi Orr

Heidi Orr

Areas of Practice

Heidi Orr's practice focuses on all aspects of estate planning, estate and gift taxation, and estate and trust administration with an emphasis on personal planning for high net worth families and individuals. Heidi's practice also focuses on charitable planned giving for families and individuals. Heidi regularly advises tax-exempt organizations with respect to formation, board structuring and education, federal and state compliance, and strategic planning.

Practice Group and Specialty Team Memberships

· Trusts and Estates

Publications

· "Estate Planning in a Down Economy," Seattle Business Monthly, October 2009

· "Estate Planning in the Future - Did the President Election Really Change Anything?," Washington CEO, December 2008

· "Charitable planning can provide a rewarding experience," Puget Sound Business Journal, May 2008

· "The Impact of the Pension Protection Act of 2006 on Charitable Gift Planning," WSBA Real Property, Probate & Trust Section Newsletter, Winter 2006/2007 Edition

Speaking Engagements

· "Estate Administration Procedures: Why Each Step is Important," McQuillan Education, June 2009 and November 2008

· "Probate Boot Camp," WSBA, July 2008

· Co-Chair, WSBA, Real Property, Probate & Trust Section Mid-Year Meeting, June 2008

· "Probate: Beyond the Basics," National Business Institute, September 2007

· "The Nuts and Bolts of Estate Planning," National Business Institute, July 2007

· "The Probate Process from Start to Finish," National Business Institute, January 2007

· "Assisting with Estate Planning," Half Moon, December 2007

Awards and Honors

· Selected, "Rising Star" in Washington Law & Politics magazine, 2003-2005 and 2008-2009

Professional and Community Activities

· South King County Legal Clinic

· Northwest Women's Law Clinic

· King County Nonprofit Legal Clinic

· Washington State Bar Association
- Real Property, Probate, and Trust Section
-- Executive Committee, 2009-Present
-- Editorial Board, 2006-2009
-- Newsletter Editor, 2008-2009
- Taxation Section

· King County Bar Association

· Estate Planning Council of Seattle

· Washington Women in Tax

· Patrons of Northwest Civic, Cultural, and Charitable Organizations (PONCHO)

· Pacific Northwest Ballet's Backstage Pass Board of Directors
- Director, 2001-2004
- Secretary of the Board, 2001-2004

· Pacific Northwest Ballet Board of Trustees
- Trustee, 2004-Present

· Member, Magnolia Lutheran Church, Seattle
- Investment Committee, 2005-Present
- Financial Committee, 2009-Present

· Sigma Kappa - Mu Chapter Advisory Board
- Board Member, 2003-2006
- Scholarship Advisor, 2003-2006

· National Multiple Sclerosis Society, Greater Washington Chapter Board of Trustees
- Trustee, 2009-Present