Useful Documents

• Top 20 Comments: “I Wish Someone Had Told Me This Before”
• Estate Planning Questions
• Installment Sales to Grantor Trusts
• Qualified Personal Residence Trust
• Selection of Fiduciaries
• Private Foundations
• Pointers and Trivia
• Estate Planning Glossary

Publications and Presentations

• Speaker, "Key Elements of Effective Wills," NBI CLE (November 16, 2010)
• Speaker, “Living Trusts As Alternatives to Wills”, Washington State Bar Association CLE (Nov, 2010)
• Seminar Panelist, Wealth Management: Preserving It. Growing It. Passing It On. (October 28, 2010)
• Instructor, “What Every Accountant Should Know About Estate Planning”, Accountant CPE Seminar (July 2010)
• Contributing Author, "Washington Nonprofit Handbook: How to Form and Maintain a Nonprofit Corporation in Washington State," 2009 Edition
• Instructor, “Exemption Rises; Net Worth Declines. How We Help Our Clients In This Environment” 54th Annual Estate Planning Conference (October 2, 2009)
• Author, "Probate and Trust Recent Developments" Real Property Probate and Trust Section Newsletter (2005 – 2008)
• Speaker, "Beyond Taxes: Planning for Non-Taxable Estates" Washington State Bar Association's 53rd Annual Estate Planning Conference (November 4, 2008)
• Instructor, “What Every Accountant Should Know About Estate Planning”, Accountant CPE Seminar (July 2008)
• Family Business Succession Planning Seminar to business owners (June 24, 2008)
• Instructor, "Fundamental Principals of Will Drafting," Washington State Bar Association CLE (May 16, 2008)
• "Living Trusts and Powers of Attorney as Estate Planning Tools," Washington State Bar Association CLE (May 16, 2008)
• “Trust Agreements in Divorce Settlements" Washington State Bar Association CLE (Oct. 16, 2007)
• "What Every Lawyer Should Know About Estate and Family Succession Planning—Yes, Even You Need a Will" Attorney CLE seminar (Jul. 27, 2007)
• Instructor, "How to Draft Enforceable Powers of Attorney and Health Care Directives" Washington State Bar Association CLE (Oct. 5, 2006)
• Instructor, "Charitable Planning to Address Washington Estate Tax Issues" Children’s Hospital Foundation (May 4, 2006)
• Co-Speaker, "Health Care and Financial Powers of Attorney," Washington State Bar Association CLE (February 2006)
• Speaker, "Health Care Directives and Powers of Attorney," Older Women's League (February 2006)
• "The New Washington State Estate Tax," client seminar (May 25, 2005)
• "Planning Considerations in Light of the New Washington State Estate Tax" Swedish Hospital Foundation (Oct. 12, 2005)