Family – Married, four children, six grandchildren
Personal Interests – Golf, Boating, Skiing, Stock Markets, Reading, Writing
Ernst & Ernst (National CPA Firm) – 1969-1970. General audit and tax.
Graham & Dunn (Seattle Law Firm) – 1973-76, 79-81. Associate & Partner. Practice concentration was business and estate planning.
Brigham Young University (J. Reuben Clark Law School) – 1976-79. Assistant and Associate Professor of Law. Taught courses in Individual Income Tax, Business Planning and Organizations, Estate Planning, Tax Policy, Business Reorganizations, Corporate and Partnership Taxation, and Advising Closely-Held Businesses.
Martineau & Maak (Salt Lake Law Firm) – 1977-79. Part-time business planning and tax counseling practice while teaching law in Utah.
KMS Financial Services, Inc. – 1981-82. Interim President of Seattle-based investment brokerage firm.
Drake & Whitely (Seattle Law Firm) – 1982-86. Founder, President and Managing Partner. Boutique eight-lawyer firm that specialized in offering business and estate planning services to business owners, executives and professionals.
Foster Pepper & Shefelman (Northwest Regional Law Firm) – 1986-2001. Managing Partner of Bellevue Office and member of Executive Committee. Drake & Whitely merged with firm in 1986. Elected of counsel status in 1993.
Planning Focus, Inc. (Small Publishing Company) – 1986-94. Founder and President. Publisher of PlainTalk Planning, The Advisor- Sound Ideas for Business, and Fresh Advice – Planning Ideas for Physicians.
Tonkin, Inc. (Trademark and Brand Promotion Company) – 1993-1998. Chairman, Chief Executive Officer and largest stockholder. Grew company from 67 employees to over 350 employees. Sold to public company.
Cyrk, Inc. 1999-2001. Consultant and adviser
University of Washington School of Law – 2004 to present. Teach courses in Corporate Taxation, Partnership Taxation, Business Planning, Estate and Gift Taxation, Antitrust, Business Organizations, and Lawyer Business and Financial Literacy
Brigham Young University – B.S. Accounting (1970)
Valedictorian of College of Business
Magna Cum Laude
University of Washington School of Law – J.D. (1973)
Order of the Coif
Editor-in-Chief, Washington Law Review (Volume 48)
Nelson T. Hartston Scholarship Recipient
Professional Publishing Experience:
Editor-in-Chief, Volume 48 of the Washington Law Review (1972-73)
Business Planning: Closely Held Enterprises, 4rd Edition (West 2013). This is a 974-page treatise with case studies. It is supported by a teacher’s manual and a 500 slide PowerPoint library. It has been adopted by numerous law schools since its introduction in 2006. More information about this book is available at www.drake-business-planning.com.
Business Organizations in a Planning Context (West 2013). This is a 964-page text designed for an introductory course on corporations or business organizations. It is supported by a 274-page teacher’s manual and a PowerPoint slide library. More information about this book is available at www.drakebusinessorganizations.com.
Author of Business and Financial Literacy for Law Students (West 2014, 530 pages)
Author of Business Fundamentals: Essential Concepts All Lawyers Need to Know (West 2014, 176 pages)
PlainTalk Planning (1986-94). This publication consisted of one hundred eight monthly training programs, published and distributed over an eight-year period. It was designed for attorneys, CPAs and other planning professionals. I authored sixty-two programs and was the final editor of the remaining programs. This service was distributed nationwide and sponsored by a number of professional associations. I also created companion services known as The Adviser – Sound Ideas for Business (for business owner and sponsored by a large national bank) and Fresh Advise – Planning Ideas for Physicians (sponsored by the American Medical Association).
PlainTalk Planning (current). This is an online educational planning services that offers basic planning programs on business, personal, and family topics. More information about this service is available at www.plaintalkplanning.com.
Various articles, written papers and detailed outlines (in excess of 75).
Gutless Neglect: America’s Biggest Money Crisis (2003), a short book that describes for lay audiences the crisis of Social Security and the need for reform. Also, there is an abridged audio CD presentation.
Other Relevant Experiences/Publications/Awards
Annually teach two executive legal training courses in the University of Washington’s Executive MBA Program.
While practicing, taught a business planning course at the University of Washington School of Law and business law courses at the University of Puget Sound.
Selected BYU Law Professor of the Year – 1978
Served as the Chairman of the Board of Rainier Realty Investors, a national bank- sponsored, publicly traded real estate investment trust. Served on various other corporate boards and as an adviser to various boards
Martindale-Hubbell “AV” Rating while in public practice
Consistently listed in Naifeh and Smith’s The Best Lawyers in America while in public practice.
Recipient of Washington CPA certificate, CPA Award for second highest score on CPA exam (1970), and Gold Key Award (For outstanding university and state accounting graduate)