Michael R. Phillips

Mike Phillips represents families, business owners, and fiduciaries in the design, implementation, and administration of sophisticated estate plans with an emphasis on holistic and efficient wealth transfer planning. The cornerstone of Mike’s philosophy is building long-term relationships with his clients built on trust, open communication, and mutual respect.

When working with his clients, Mike takes a comprehensive approach, preferring to first become grounded in his clients’ vision, values, and family dynamics before providing thoughtful and nuanced counsel on estate, tax, and wealth transfer strategies. Mike frequently takes the lead in coordinating planning in unison with all members of his clients’ professional team, from accountant to investment counselor.

Mike frequently assists clients in developing and implementing lifetime giving strategies, multi-generational trusts, tax sensitive estate plans, and impactful charitable giving vehicles.

Mike is currently obtaining his Masters of Laws (“LLM”) in taxation at New York University School of Law on a part time and fully remote basis. Mike’s study is concentrated on the impact of income, estate and gift, and generation skipping tax in the trust, estate, and wealth transfer contexts. Widely considered the most prestigious Tax LLM program in the country, Mike’s affiliation with NYU provides him with access to some of the most influential thought leaders in trust and estate law, as well as innovative planning strategies, both which provide significant value to Mike and his client relationships.

A Clark County native, Mike takes special pride in serving the community he grew up in. Mike is a past Board Member of the Vancouver Rotary Foundation and is currently a member of the Professional Advisory Council for the Community Foundation of Southwest Washington. In his spare time, Mike enjoys traveling to new countries, searching for his errant golf shots, and watching sports. Mike is a zealous, unwavering, Washington Huskies fan.