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Alison O'Carroll, JD

Fred Hutchinson Cancer Research Center

Trust and Planned Giving Cateogry


Elizabeth Ryan, JD

WA State University Foundation

Trust and Planned Giving Cateogry


James Schuler, CPA

Duncan Schuler CPA

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Portability - Clarification on a new Estate Planning Tool

How to Use Your Retirement Savings for Charitable Giving

Family Business and Generational Transition

Estate Planning is More than Just a Will


Your Legacy and Planned Giving

Preparing for Widowhood

Reduce your Income Taxes to Achieve your Charitable Giving Goals

The Tax Impacts of the Affordable Care Act

Estate Planning Pays Off in Taxes and Peace of Mind

Optimizing business transitions: Planning right, right from the start

Keeping Fiduciaries Out of Trouble

Perspectives on Leaving a Legacy

Charitable Remainder Unitrust

How Much Will Healthcare Cost in Retirement?

How to Plan for WA St. Death Tax

Estate Planning is About People

Settling An Estate is a Team Effort

Estate Planning Challenges of Self-Directed IRAs

The Incentive to Give for WA Residents

Washington's Same Sex Marriage Law

Do You Have a Will for Your Business

Got A Plan?

Beyond bricks and mortar: Looking behind electronic walls

The Estate Planning League: Who is on Your Team?

Roth IRA + Legacy trust: A Match Made in Tax Free Heaven

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Planning Council of Seattle. You should consult your legal and tax advisors before making any legal or tax related decisions.
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