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. Professional Experience · Adjunct Professor, Seattle University School of Law Practice Group and Specialty Team Memberships · Trusts and Estates Publications · "Virtual Representation in Trust and Estate Dispute Resolution: Opportunities and Risks (With Sample Language)," ALI-ABA Estate Planning Course Materials Journal, Co-author (October 2010) · "A Brave New World: Nonjudicial Dispute Resolution Procedures Under the Uniform Trust Code and Washington's and Idaho's Trust and Estate Dispute Resolution Acts," American College of Trust and Estate Counsel Journal, Co-author (Fall 2009) · "Estate Planning in a Down Economy - There Are Still Ways to Ensure Your Assets Will Pass On and Retain Their Value," Seattle Business magazine (October 2009) · "Estate Planning in the Future - Did the Presidential 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 · "New Washington Trust Act Amendments," Eastside King County Estate Planning Council (November 2011) · "Can You Just Review This for Me? Lessons Learned from Wills.com," King County Bar Association Real Property, Probate and Trust Section Brown Bag Lunch Series (October 2011) · "Can You Just Review This for Me? Lessons Learned from Wills.com," Washington State Bar Association Real Property, Probate & Trust Section Midyear Meeting (June 2011) · "Turning Green, But Not from Envy: A Queasy Estate Planner's Guide to Using a Trust and Estate Litigator," Washington State Bar Association (March 2011) · "Implementation of the Estate Plan: After the Client Signs - What Now?" Washington State Bar Association, Co-chair (December 2010) · "Funding Testamentary Trusts: Formulas, Facts, and Property Characteristics," King County Bar Association (October 2010) · "Virtual Representation in Trust and Estate Dispute Resolution: Opportunities and Risks," ALI-ABA, Co-presenter (May 2010) · "Tax Issues and Considerations with Respect to Prenuptial and Property Status Agreements," Attorney-CPA Tax Clinic (January 2010) · "Advising Estate Planning and Probate Clients: Practice Pitfalls and Economic Challenges," Washington State Bar Association (November 2009) · "Estate Administration Procedures: Why Each Step is Important," McQuillan Education (June 2009; November 2008) · "Probate Boot Camp," Washington State Bar Association (July 2008) · Washington State Bar Association, Real Property, Probate & Trust Section Midyear Meeting, Co-chair (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 · Peer Review Rated "AV" in Martindale-Hubbell · Named as a "Rising Star," Washington Law & Politics, Estate Planning and Probate (2003-2005, 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 (2009-2011)
-- Editorial Board (2006-2009)
-- Newsletter Editor (2008-2009) · King County Bar Association
- Real Property, Probate and Trust Section · Estate Planning Council of Seattle · Washington Women in Tax · 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 (2004-2010) · Member, Magnolia Lutheran Church, Seattle · National Multiple Sclerosis Society, Greater Washington Chapter Board of Trustees
- Trustee (2009-Present) News 07.20.2010, 58 Lane Powell Attorneys Listed as Top Lawyers in Seattle Metropolitan Magazine 12.01.2008, 15 Attorneys on List of Washington Rising Stars 11.30.2007, 10 Lane Powell Attorneys Named Washington 'Rising Stars' 01.08.2007, Lane Powell Names Five New Shareholders 10.01.2004, Washington Law & Politics Names 'Rising Stars' for 2005 Articles 11.23.2009, A Brave New World: Nonjudicial Dispute Resolution Procedures Under the Uniform Trust Code and Washington's and Idaho's Trust and Estate Dispute Resolution Acts 10.13.2009, Estate Planning in a Down Economy - There Are Still Ways to Ensure Your Assets Will Pass on and Retain Their Value 12.01.2008, Estate Planning in the Future - Did the Presidential Election Really Change Anything? 05.09.2008, Charitable Planning Can Provide a Rewarding Experience 12.01.2006, The Impact of the Pension Protection Act of 2006 on Charitable Gift Planning Events 11.16.2011, Kirk, Mautner and Orr to Present at Eastside King County Estate Planning Council Meeting |